We are pleased to announce the launch of the San Francisco Chapter of the Exit Planning Institute! Our first event will be on April 7, 2025 at the Italian Athletic Club on Stockton Street from 2:30pm to 4:30pm.Our commitment is to form a chapter of business professionals who are thought leaders on business succession planning, capable of serving business owners in San Francisco and surrounding areas. Exit planning is the fastest growing marketplace within the financial and professional services industry, with the exit of millions of Baby Boomer business owners on the horizon totaling more than $10 trillion dollars in transferable wealth. This is your “$14 Trillion Dollar Opportunity!” That said, the business community is changing and like it or not, the need for a new kind of advisor has become undeniable. You can no longer view your relationships with your clients and prospects as transactional. You must become more than your deliverable. In 2025 and beyond, you must do more than assess value. You must provide value. In this session, you will learn how to help change the outcome for business owners by identifying, protecting, building, harvesting & managing business wealth.

(Purchase of this product will include a link to the video presentation, an audio presentation, and a pdf copy of the presentation.)

Presented by Joseph Strazzeri, Esq., CEPA and Shelley Lightfoot, CEPA