BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P3D REFRESH-INTERVAL:P3D CALSCALE:GREGORIAN BEGIN:VEVENT DTSTART:20250417T150000Z DTEND:20250417T163000Z X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY:4/17 Exit Planning Seminar DESCRIPTION:The Top 5 Reasons Businesses don't sell\n\n\n\n\n\nby Shelley Lightfoot\n\nChief Operating Officer Southern California Institute\n\nSan Diego\, Orange County Exit Planning Chapters\n\n\n\n\n\nExit Planning relates to a Business Owner preparing to:\n\nExit his business and Transition it to:\n\n- His family OR\n\n- His internal team OR\n\n- A 3rd party\n\n\n\nIn whole or in part\, Now or in the future. .\n\n\n\nWhat will be covered:\n\n\n\n Planning Your Business Exit: Strategies for a Successful Transition\, this is a focused seminar designed to help business owners prepare for a successful and profitable exit.\n\n\n\n The session begins with an overview of exit planning:\n\nwhat it is\, why it matters\, and common exit options such as third-party sales\, management buyouts\, family succession\, and ESOPs.\n\n\n\n Participants will hear about defining their personal and financial goals\, assess their readiness\, and understand how businesses are valued. Key value drivers and strategies to enhance business attractiveness will be discussed.\n\n\n\nThe seminar will also cover essential legal\, tax\, and financial considerations\, including estate planning and preparing for due diligence. Attendees will gain insight into building the right team of advisors to guide their exit.\n\n\n\n Leadership transition and succession planning are addressed to ensure continuity and stability during the exit process. The session concludes with a live Q&A panel and a networking opportunity with peers and experts.\n\n\n\nWho should attend?\n\n- Business Owners considering a transition with intention\n\n- Business Owners at large\, knowing that 50% of Exits are not voluntary. due to the 5D's: Death -Disability - Divorce - Distress - Disagreement.\n\n\n\n\n\n \n\n\n\n\n\nFeatured Speaker\n\n\n\n\n\nShelley Lightfoot\n\n\n\n\n\n\n\n\n\nShelley Lightfoot is the Executive Director and Partner at the Southern California Institute\, Laureate Center for Wealth Advisors\, Strazzeri Mancini LLP\, and The Founders Group. With over 30 years of experience in financial services\, Shelley brings a unique blend of strategy\, leadership\, and creativity to support advisors\, business owners\, and affluent families in wealth planning\, business succession\, and professional development.\n\nShe's a Certified Exit Planning Advisor (CEPA) and a sought-after speaker\, passionate about helping professionals grow their impact through education and collaboration. \n\nShelley can be contacted via email at: sl@scinstitute.org X-ALT-DESC;FMTTYPE=text/html:
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The Top 5 Reasons Businesses don'\;t sell

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by Shelley Lightfoot
\nChief Operating Officer Southern California Institute
\nSan Diego\, Orange County Exit Planning Chapters
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Exit Planning relates to a Business Owner preparing to:
\nExit his business and Transition it to:
\n- His family OR
\n- His internal team OR
\n- A 3rd party
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\nIn whole or in part\, Now or in the future. .
\n
\nWhat will be covered:
\n
\n✅\; \;Planning Your Business Exit: Strategies for a Successful Transition\, this is a focused seminar designed to help business owners prepare for a successful and profitable exit.
\n
\n✅\; \;The session begins with an overview of exit planning:
\nwhat it is\, why it matters\, and common exit options such as third-party sales\, management buyouts\, family succession\, and ESOPs.
\n
\n✅\; \;Participants will hear about defining their personal and financial goals\, assess their readiness\, and understand how businesses are valued. Key value drivers and strategies to enhance business attractiveness will be discussed.
\n
\n✅\;The seminar will also cover essential legal\, tax\, and financial considerations\, including estate planning and preparing for due diligence. Attendees will gain insight into building the right team of advisors to guide their exit.
\n
\n✅\; \;Leadership transition and succession planning are addressed to ensure continuity and stability during the exit process. The session concludes with a live Q&\;A panel and a networking opportunity with peers and experts.
\n
\nWho should attend?
\n- Business Owners considering a transition with intention
\n- Business Owners at large\, knowing that 50% of Exits are not voluntary. due to the 5D&rsquo\;s: Death -Disability - Divorce - Distress - Disagreement.
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Featured Speaker

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Shelley Lightfoot

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Shelley Lightfoot is the Executive Director and Partner at the Southern California Institute\, Laureate Center for Wealth Advisors\, Strazzeri Mancini LLP\, and The Founders Group. With over 30 years of experience in financial services\, Shelley brings a unique blend of strategy\, leadership\, and creativity to support advisors\, business owners\, and affluent families in wealth planning\, business succession\, and professional development.

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She&rsquo\;s a Certified Exit Planning Advisor (CEPA) and a sought-after speaker\, passionate about helping professionals grow their impact through education and collaboration. \;

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Shelley can be contacted via email at: sl@scinstitute.org

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\n LOCATION:At the Chamber! 201 S Magnolia Ave El Cajon\, CA 92020 Presented by San Diego For Business sandiegoforbusiness.com UID:e.895.19433 SEQUENCE:3 DTSTAMP:20260411T052418Z URL:https://business.eastcountychamber.org/events/details/4-17-exit-planning-seminar-19433 END:VEVENT END:VCALENDAR