Business Exit Events
OCCF Business Exit Events
Learn more about about previous and upcoming events focused on business exit planning.
Beyond the Handshake: What Every Business Owner Should Know Before Selling
January 28 @ 4:00 pm - 6:00 pm
The Park Club
Strategic Exit Planning: Maximizing Your Personal Value and Impact
February 11, 2025 @ 12:00 pm - 2:00 pm
Andrei’s Conscious Cuisine & Cocktails
Savvy Strategies for Life After a Business Exit
September 12, 2023 @ 11:30 am - 1:30 pm
Andrei’s Conscious Cuisine & Cocktails
The Role of a Community Foundation
A community foundation plays a strategic role in a business exit by helping owners align liquidity with legacy. We work alongside your legal, tax, and wealth advisors to integrate charitable planning into the transaction — before the deal closes — maximizing tax efficiency while creating long-term philanthropic impact. Beyond structuring the gift, we provide ongoing expertise, local insight, and stewardship to ensure your success translates into meaningful, lasting benefit for the community.
Planning for an Exit?
If there is one thing we see and hear is the importance and value of planning for your exit. It’s never too early to plan.
Let’s make the charitable strategy part of your plan — early. Contact Us
When to Engage Us
3+ years out
Clarify your goals, philanthropic vision, and business + personal readiness
12-18 months
Discuss charitable vehicles and business structure, identify and structure a privately-held asset contribution, identify professional advisor team
Deal in motion
Coordinate with advisor team including OCCF, contribute privately-held business interests
Post-exit
Define strategic giving goals and intentions, family involvement, and legacy intentions
