Entrepreneur Seminar Series

Seminars for CEOs and C-Level Executives

Seminars to meet the needs of CEOs and C-level executives are offered in condensed seminar format bringing experts on various cutting edge business and finance topics focusing on privately held small to medium sized companies.

It is estimated that over 7 million baby boomers own over $1 to $10 trillion of “illiquid” privately held stock in small- to mid-level companies. They have a choice between waiting patiently and hoping for the best—that the value will be there when the time comes to get out—and acting now to make strategic plans to create liquidity for those shares. The first choice is a gamble. The second is an investment in creating a secure “nest egg.”

Our speakers will present "succession" strategies and best practices for creating a "nest egg" for retirement. Attendance is limited to CEOs and C-level executives.

For more information, please call 415-485-3222.

Key Wealth Management Issues Affecting Exit Planning

Half-day seminar offered in Spring 2011: Date to be announced

MSOPs and ESOPs: A two-part series

Part I: "Selling In" to Management (MSOPs) and Employees (ESOPs)

If you cannot “sell out” in this difficult economy, do something even better, “sell in” to your management and employees. This half-day seminar will provide instruction and insights on how to “sell in” to your managers and employees.

Part II: “Selling Out”—Mergers, Private Equity, Venture Capital, IPOs

You have built a successful business. Now what? A half-day seminar to teach about succession and exit planning by selling to an Outside Buyer.

Learn more about this two-part series