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2017 Bay Area Owners Forum

July 27, 2017
7:30 am
McLaren Conference Center, Room 250, University of San Francisco

Exit Planning Institute, the premier provider of education, networking, professional development, and tools for exit planning professionals worldwide, will host its 2017 Owners Forum for Bay Area business owners, advisors and their clients in San Francisco. In an effort to educate Bay Area business owners, Exit Planning Institute and the University of San Francisco Gellert Family Business Resource Center have joined forces to host an Owners Forum, a one-day event on how to use exit planning and value acceleration to maximize business value for middle market business owners. Attendees can expect an in-depth discussion on how to harvest the wealth trapped in your business and ensure that your business’ legacy will be transferable to the next generation. Exit Planning Institute delivers interactive education and training, performance-enhancing resources and strategic tools designed to enhance the exit planning profession. As the only exit planning organization that connects educated owners with advisors on a platform, Exit Planning Institute’s chapter network is unlike any other. The organization reaches a nationwide audience by providing unique platforms for experts not currently offered anywhere else. In addition to learning valuable insight for your business, the 2017 Bay Area Owners Forum will feature Chris Snider, CEO of Exit Planning Institute and award-winning author of Walking to Destiny, as the keynote speaker, and marks the public release of the ground-breaking research study: The Bay Area State of Owner Readiness, a survey report benchmarking the readiness and attractiveness of the Northern California marketplace. Attendees will also experience three revolving expert panel breakout sessions on the topics of assessing and identifying owner readiness, protect, build and harvest value, and extract value & transaction options, followed by an owner’s panel discussion on the topic of “Why We Chose This Transaction Option, Challenges and Advice from Experienced Business Owners.” This one-day educational event is transformational. Owners and advisors alike are sure to come away with a shift in paradigm and an inclination toward taking proactive action for their business.

Tickets

McLaren Conference Center, Room 250, University of San Francisco

2130 Fulton St, San Francisco, CA 94117, United States
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