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

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

Join us for this free event!

Preparation Makes for a Great Exit

Most business owners wait until a buyer appears to think about their exit strategy. By then, critical opportunities to maximize value and minimize taxes have likely passed. Join us for an intimate evening with entrepreneurs who have navigated successful exits and business and M&A experts who will share:

  • What buyers scrutinize that most 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

About the Orange County Community Foundation

The Orange County Community Foundation (OCCF) transforms our community’s heartfelt intention into greater impact for good by working with local donors and nonprofit partners as an expert advisor and innovator. We serve as a resource for individual and family philanthropists, facilitate grant and scholarship programs, and lead community-based initiatives. We inspire giving and connect people and resources to create sustainable impact, granting more than $1.1 billion since 1989 in Orange County, across the country, and around the world.

Meet our Host and Panelists

  • Business owners contemplating an exit in the next 3-10 years 
  • Entrepreneurs seeking to maximize business value 
  • Professional advisors serving business owner clients 
  • Investors with charitable intent 
  • Networking | Connect with fellow entrepreneurs and advisors
  • Expert Panel | Moderated fireside chat with business leaders who’ve prepared for and navigated successful exits
  • Strategic Insights | Gain best practices and learn how gifting business interests before a sale can reduce your tax burden and advance your charitable goals
  • Interactive Discussion | Table conversations and Q&A to address your specific questions 

Location Information

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

  • Complimentary Valet Parking
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Details

Date:
January 28
Time:
4:00 pm - 6:00 pm
Event Category:
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