Business Succession Planning – Presented by Tax & Financial Group

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Business Succession Planning – Presented by Tax & Financial Group

June 7 @ 12:00 pm - 1:00 pm PDT

Free – $30

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It is never too soon to start planning for the future of your business. Join us for lunch and an informative presentation on Business Succession Planning.

If you’re like most business owners, you put a lot of time and energy into building your business. You’ll want to make sure that you get the most out of it when you eventually sell or transition it to the next generation. This presentation will help you understand the options available to you.
Topics will include:
  • What is your number?
  • How much do you need from the sale of your business to be comfortable financially?
  • Understanding your options for exiting your business.
  • Minimizing costs and taxes on the sale or transition of your business.
  • Shifting from earned business income to generating income from your sale proceeds.
  • Creating estate equalization for children who are not involved in the business.



About the Presenters:

Scott Petersen, Sean McCloskey and Andy O’Brien are Registered Representatives & Registered Investment Advisor Representatives with Securian Financial Services, Inc. and Securities and Investment Advisory Services offered through Securian Financial Services, Inc. Member FINRA.

Tax & Financial Group (TFG) is independently owned and operated.


June 7
12:00 pm - 1:00 pm PDT
Free – $30


Tax & Financial Group Office
4001 MacArthur Blvd.
Newport Beach, CA 92660 United States
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