EDUCATIONAL FORUM

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 info@incendia-group.com

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!