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Beyond the Handshake: What Every Business Owner Should Know Before Selling

January 28 @ 4:00 pm - 6:00 pm

Beyond the Handshake Event

Watch the Videos

Highlights from Beyond the Handshake: What Entrepreneurs Need to Know Before Selling

Part 1: Introduction

Part 2: Panel Introduction

Part 3: Introducing Linda Igarashi

Part 4: Introducing Shirin Behzadi

Part 5: Introducing Joe Fries

Part 6: Introducing Bill Koschak

Part 7: Importance of Pre Planning

Part 8: Trusted Advisors

Part 9: Value Creation

Part 10: Negotiations to Closing

Part 11: Types of Buyers

Part 12: Life After the Exit

Part 13: Future Stake

Part 14: Lightning Round

Part 15: Audience Questions

Part 16: Tax Strategies

The Orange County Community Foundation (OCCF) recently hosted a dynamic gathering for business owners titled “Beyond the Handshake: What Every Business Owner Should Know Before Selling.” The interactive program brought together entrepreneurs, investors, and advisors for an engaging discussion on crafting successful business exit strategies.

Event highlights included opening remarks from John Williams, Chair of OCCF’s Board of Governors, and strategies for integrating philanthropy into business exits from Matt Petroski, nonprofit tax partner at Armanino.

Special thanks to our stellar panelists, including Bill Koschak: Founder of Everest Advisors, Linda Igarashi: Partner at Sheppard Mullin, Shirin Behzadi: Former CEO of Home Franchise Concepts and author of The Unexpected CEO, and Joe Fries: President of Navy Blue Group.

For those who missed the event, click here to read the key takeaways.

Meet our Speakers and Panelists

Beyond the Handshake: What Every Business Owner Should Know Before Selling

Preparation Makes for a Great Exit

Many business owners wait until a buyer appears to think about their exit strategy. By then, critical opportunities to maximize value and minimize taxes may have been missed. OCCF recently hosted an engaging discussion with entrepreneurs who have navigated successful exits and business and M&A experts who shared:

  • What buyers scrutinize that many owners overlook
  • Common pitfalls that erode deal value (and how to avoid them)
  • Real-world lessons from founders who’ve been through successful exits
  • Tax-advantaged strategies that preserve wealth and enable strategic philanthropy
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Details

Date:
January 28
Time:
4:00 pm - 6:00 pm
Event Categories:
,
Website:
https://give.oc-cf.org/event/e753388

Venue

The Park Club
650 Town Center Dr.
Costa Mesa, CA 92626

Organizer

Orange County Community Foundation
Phone
(949) 553-4202
Email
info@oc-cf.org
View Organizer Website