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, CFPAssistant Vice President, Wells Fargo Wealth Planner
Daniel C. Fan, CFPSenior 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
When & Where
Asian Business Association
The Asian Business Association represents Asian American business owners and creates business opportunities for its members and their diverse communities.