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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

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


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 or (415) 212-1516

In your RSVP, please include your:
  • Name
  • Company
  • Best Contact Number