Business Owner Roundtable – Flemings UTC

Business Owner Roundtable - Flemings UTC

​California Wealth Transitions heads to Fleming’s in La Jolla for another installation of our Business Owner Roundtable Event Series.

Fleming’s Prime Steakhouse

Join us at Fleming’s on Wednesday, February 12th, at 6:00 pm in the Fireplace Room for an exclusive event and discussion around common issues business owners face when presented with an opportunity to sell their company.

We will have resident experts from California Wealth Transitions to discuss financial planning strategies to minimize your tax liability and prepare your estate for a liquidity event.

We will also be joined by First Trust who will share ideas for how to get the highest offers and best valuation for your business as well as the moves you should be making to prepare for an exit.

Business Owner Roundtable

Details of the event:

We look forward to a great night and hope you can join us!


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