Succession Planning for Small Business Owners Educational Forum 2018-06-27T11:32:28-07:00

Project Description


You are invited to learn more about: 

Succession Planning for Small Business Owners

Presented by: 

Peter Sieffert, CEO of The Incendia Group

Peter will be giving an hour long, interactive presentation on Exit/Succession Planning for business owners and advisors who:

  • Plan to sell their business when they retire
  • Want to maximize the value of their business
  • Hope to transition their business to a family member or key employees
  • And/or are looking to build a path to retirement . . .

Then, please join us as we discuss the importance of having a succession plan in place and what you should consider as you prepare for your future. Here are just a few of the many questions we will touch on throughout the educational forum:

  • Why is it important to have an exit plan?
  • What does the exit process look like and when should you begin?
  • Who are the trusted advisors that support it and how to select, engage, and in what order?
  • How do you maximize value at exit?

Thursday, July 26th 2018

9:00AM – 10:00AM

Location: Premier Wealth Advisors, LLC, 12531 High Bluff Dr., Suite 110, San Diego, CA 92130

To Register, email

Space is limited.

 Please take advantage of this opportunity to learn more about how to properly plan for succession. A light breakfast and refreshments will be provided. Feel free to forward this invitation to a friend or colleague who might benefit from this presentation. Thank you!