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ABA Lunch & Learn: Exit Strategies & Succession Planning

Asian Business Association

Thursday, October 25, 2012 from 11:00 AM to 1:00 PM (PDT)

ABA Lunch & Learn: Exit Strategies & Succession...

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ABA Member
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Ended Free $0.00
Free registration to the first 5 non-members entering promo code: compme.
Ended $30.00 $2.64
ABA Membership - First Year Ended $100.00 $6.49

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Event Details

Lunch & Learn: Exit Strategies & Succession Planning



No matter what stage you are in business, you must think of your exit plan.  Many businesses consider:

à Transitioning the business to their kids or other family

à Selling partial or complete interest; getting ready

à Closing up shop

Every business owner should have a plan.  Hear from an expert and examples of others who have gone through this process.  Allow ABA and Wells Fargo to help you get to your next stage.  



Petra Chien, CFP®, Assistant Vice President, Wells Fargo Wealth Planner

Daniel C. Fan, CFP®, Senior Vice President, Wells Fargo Wealth Planning Strategist

 Daniel Fan is a Wealth Planning Strategist for the Pasadena region of Wells Fargo Private Bank. As part of wealth planning, Mr. Fan works with clients to help develop customized wealth plans and implement solutions based on a thorough understanding of their personal values, asset growth and wealth transfer goals, and vision for their legacy. At the Lunch & Learn, he will explore:


·       How the business succession planning process works

·       How to maximize and monetize the value of what you’ve built

·       Cutting edge year-end tax and wealth transfer planning opportunities for business owners


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Have questions about ABA Lunch & Learn: Exit Strategies & Succession Planning? Contact Asian Business Association

When & Where

Hilton Los Angeles/San Gabriel
225 W Valley Blvd
San Gabriel, CA 91776

Thursday, October 25, 2012 from 11:00 AM to 1:00 PM (PDT)

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Asian Business Association

The Asian Business Association represents Asian American business owners and creates business opportunities for its members and their diverse communities. 

  Contact the Organizer

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