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UID:4163-1769616000-1769623200@www.oc-cf.org
SUMMARY:Beyond the Handshake: What Every Business Owner Should Know Before Selling
DESCRIPTION:[vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” bg_color=”#ffffff” scene_position=”center” top_padding=”0%” bottom_padding=”6%” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” advanced_gradient_angle=”0″ overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none” shape_type=”” gradient_type=”default”][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_spacing=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” column_position=”default” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][tabbed_section style=”vertical_scrolling” tab_color=”Accent-Color” vs_navigation_func=”default” vs_navigation_width=”regular” vs_navigation_spacing=”15px” vs_navigation_mobile_display=”visible” vs_tab_spacing=”5%” vs_tab_tag=”p” vs_cta_style=”see-through” vs_cta_bg_color=”default” vs_cta_heading_tag=”h6″ vs_sticky_aspect=”default”][tab icon_family=”fontawesome” title=”Videos” id=”1771869472173-4″ tab_id=”1771869472173-5″ icon_fontawesome=”fa fa-video-camera”][vc_row_inner column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” text_align=”left” row_position=”default” row_position_tablet=”inherit” row_position_phone=”inherit” overflow=”visible” pointer_events=”all”][vc_column_inner column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_spacing=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”5/6″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Watch the Videos” font_container=”tag:h3|font_size:40|text_align:left|line_height:50px” use_theme_fonts=”yes”][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_spacing=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/6″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][/vc_column_inner][/vc_row_inner][vc_row_inner column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” text_align=”left” row_position=”default” row_position_tablet=”inherit” row_position_phone=”inherit” overflow=”visible” pointer_events=”all”][vc_column_inner column_padding=”padding-3-percent” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”top-bottom” column_element_spacing=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” animation_type=”default” enable_animation=”true” animation=”fade-in-from-bottom” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_column_text css=”.vc_custom_1771869526314{margin-bottom: -10px !important;}”]\nHighlights from Beyond the Handshake: What Entrepreneurs Need to Know Before Selling\n[/vc_column_text][vc_video link=”https://youtu.be/RXFDrXVDVac?si=3o44vlxUvhh0jIam”][vc_column_text css=”.vc_custom_1771606700359{margin-bottom: -10px !important;}”]\nPart 1: Introduction\n[/vc_column_text][vc_video link=”https://youtu.be/7e0uZxXByFs”][vc_column_text css=”.vc_custom_1771607033555{margin-bottom: -10px !important;}”]\nPart 2: Panel Introduction\n[/vc_column_text][vc_video link=”https://youtu.be/H1WastaWMII”][vc_column_text css=”.vc_custom_1771607048675{margin-bottom: -10px !important;}”]\nPart 3: Introducing Linda Igarashi\n[/vc_column_text][vc_video link=”https://youtu.be/QN_9AFV_n3g”][vc_column_text css=”.vc_custom_1771607055159{margin-bottom: -10px !important;}”]\nPart 4: Introducing Shirin Behzadi\n[/vc_column_text][vc_video link=”https://youtu.be/lbJMuWrqfIQ”][vc_column_text css=”.vc_custom_1771607063029{margin-bottom: -10px !important;}”]\nPart 5: Introducing Joe Fries\n[/vc_column_text][vc_video link=”https://youtu.be/CEhA7fKgSzQ”][vc_column_text css=”.vc_custom_1771607069190{margin-bottom: -10px !important;}”]\nPart 6: Introducing Bill Koschak\n[/vc_column_text][vc_video link=”https://youtu.be/jJu0aiMUdKg”][vc_column_text css=”.vc_custom_1771607076642{margin-bottom: -10px !important;}”]\nPart 7: Importance of Pre Planning\n[/vc_column_text][vc_video link=”https://youtu.be/i9Tndw1UCGU”][vc_column_text css=”.vc_custom_1771607084289{margin-bottom: -10px !important;}”]\nPart 8: Trusted Advisors\n[/vc_column_text][vc_video link=”https://youtu.be/42aJRhvuG6Y”][vc_column_text css=”.vc_custom_1771607092269{margin-bottom: -10px !important;}”]\nPart 9: Value Creation\n[/vc_column_text][vc_video link=”https://youtu.be/QnpW78ZZ-lE”][vc_column_text css=”.vc_custom_1771607099976{margin-bottom: -10px !important;}”]\nPart 10: Negotiations to Closing\n[/vc_column_text][vc_video link=”https://youtu.be/2wNuLgbhS04″][vc_column_text css=”.vc_custom_1771607107129{margin-bottom: -10px !important;}”]\nPart 11: Types of Buyers\n[/vc_column_text][vc_video link=”https://youtu.be/BT1-gzSSb3s”][vc_column_text css=”.vc_custom_1771607113752{margin-bottom: -10px !important;}”]\nPart 12: Life After the Exit\n[/vc_column_text][vc_video link=”https://youtu.be/1Lgo00qR_FI”][vc_column_text css=”.vc_custom_1771607120978{margin-bottom: -10px !important;}”]\nPart 13: Future Stake\n[/vc_column_text][vc_video link=”https://youtu.be/B05MIANi-7g”][vc_column_text css=”.vc_custom_1771607127077{margin-bottom: -10px !important;}”]\nPart 14: Lightning Round\n[/vc_column_text][vc_video link=”https://youtu.be/Ks3oY3-T29w”][vc_column_text css=”.vc_custom_1771607133256{margin-bottom: -10px !important;}”]\nPart 15: Audience Questions\n[/vc_column_text][vc_video link=”https://youtu.be/Eq1Fdze_Mss”][vc_column_text css=”.vc_custom_1771607140434{margin-bottom: -10px !important;}”]\nPart 16: Tax Strategies\n[/vc_column_text][vc_video link=”https://youtu.be/MiTsfTbxChs”][/vc_column_inner][/vc_row_inner][/tab][tab icon_family=”fontawesome” title=”Highlights” id=”1771869472394-9″ tab_id=”1771869472394-8″ icon_fontawesome=”fa fa-check-square-o”][vc_column_text]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. \nEvent 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. \nSpecial 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. \nFor those who missed the event\, click here to read the key takeaways.\n[/vc_column_text][/tab][tab icon_family=”fontawesome” title=”Speakers” id=”1771869472419-1″ tab_id=”1771869472419-0″ icon_fontawesome=”fa fa-star-o”][vc_row_inner column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” text_align=”left” row_position=”default” row_position_tablet=”inherit” row_position_phone=”inherit” overflow=”visible” pointer_events=”all”][vc_column_inner column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_spacing=”default” background_color_opacity=”1″ 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id=”1771869472519-7″ tab_id=”1771869472519-7″ icon_fontawesome=”fa fa-picture-o”][vc_column_text][/vc_column_text][/tab][tab icon_family=”fontawesome” title=”About” id=”1771869472534-9″ tab_id=”1771869472534-8″ icon_fontawesome=”fa fa-heart-o”][vc_row_inner column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” text_align=”left” row_position=”default” row_position_tablet=”inherit” row_position_phone=”inherit” overflow=”visible” pointer_events=”all”][vc_column_inner column_padding=”padding-1-percent” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”top-bottom” column_element_spacing=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” advanced_gradient_angle=”0″ gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” animation_type=”default” enable_animation=”true” animation=”fade-in-from-bottom” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid” gradient_type=”default”][vc_column_text]\nPreparation Makes for a Great Exit\nMany 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: \n\nWhat buyers scrutinize that many owners overlook\nCommon pitfalls that erode deal value (and how to avoid them)\nReal-world lessons from founders who’ve been through successful exits\nTax-advantaged strategies that preserve wealth and enable strategic philanthropy\n\n[/vc_column_text][/vc_column_inner][/vc_row_inner][/tab][/tabbed_section][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_spacing=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” column_position=”default” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][/vc_column][/vc_row]
URL:https://www.oc-cf.org/event/beyond-the-handshake-what-every-business-owner-should-know-before-selling/
LOCATION:The Park Club\, 650 Town Center Dr.\, Costa Mesa\, CA\, 92626
CATEGORIES:Business Exit,Educational
ATTACH;FMTTYPE=image/png:https://www.oc-cf.org/wp-content/uploads/2025/12/2026-Biz-Exit-2.png
ORGANIZER;CN="Orange County Community Foundation":MAILTO:info@oc-cf.org
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