2024 January
January 23, 2024
9:00 – 11:30 AM
Sheraton Universal Hotel
Are you a Greater Los Angeles-based business owner? Do you know how your business stacks up against others in the local marketplace? Does your business produce both business income and transferable value?
The Los Angeles Business Journal and San Fernando Valley Business Journal in partnership with the Exit Planning Institute, invited business leaders in the LA-region to take part in an important research effort: The 2023 Greater Los Angeles State of Business Readiness. This first-of-its-kind study benchmarks market attractiveness and relates it to their current level of transition readiness.
Join the Business Journals as we host an in-person event where the results will be unveiled, and our trusted advisors will hold a panel discussion on issues related to the survey. Hear from our experts as they help you take an honest look at your business through the value lens, to rate the strength of your talent, to consider the transferable intangible assets you have fostered, and to measure your progress in business, financial, and personal planning.
PANEL TOPICS TO INCLUDE:
• Goals and objectives
• Financial planning
• Proven exit strategies
• Business valuation
• Contingency planning
• Tax and estate planning
• Actions plans for success
The question is: Are you ready? Let’s find out!
MEET THE PANELISTS
Jeffrey K. Eisen
Partner, Co-Chair of Trusts
& Estates Practice
Mitchell Silberberg & Knupp LLP
R. Carter Freeman, CMC
Chairman
JANAS ASSOCIATES
Chris Passmore
Partner in Charge – Encino Office
Withum
Stephen Rossi
Managing Director and
Head of Investment Banking
Palm Tree LLC
Josh Schimmels
Publisher & CEO
Los Angeles Business Journal &
San Fernando Valley Business Journal
Joseph Seetoo
Senior Vice President and Partner
Morton Wealth
Andrew Welzel
Director and Senior Wealth Advisor
Mariner Wealth Advisors
PRESENTED BY
EVENT SPONSORS
Diamond
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