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Cashing out & moving on: Transitioning or selling your business?
May 16, 2024 04:00 PM Pacific Daylight Time - May 16, 2024 06:00 PM Pacific Daylight Time
Massimo Ristorante, Maximilian private dining room 1604 Locust Street Walnut Creek, CA , 94596
Massimo Ristorante, Maximilian private dining room 1604 Locust Street Walnut Creek, CA , 94596
Join us as we help you understand the different options for your business succession planning:
- Management and partner buyouts
- Private equity and strategic sales
- ESOP and the 1042 tax-free exchange
Doors open at 4 p.m. (PT)
Hors d’oeuvres and beverages will be served.
Hosted by:
Aaron Sisk, CFP®, CRPC®
First Vice President – Financial Advisor
Guest speakers:
Chris Andersen, CEO
Destined
Jeremy Huish, JD, CPA
Corporate Transitions Consulting
Sponsored by:
Dennis Duarte, Regional Sales Director
BPAS Workplace Retirement Plans
Patrick Donnelly, Senior Vice President
City National Bank
Seating is limited — RSVP by May 7th
with Aaron Sisk at aaron.sisk@rbc.com or (415) 212-1516
In your RSVP, please include your:
- Name
- Company
- Best Contact Number