BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P3D REFRESH-INTERVAL:P3D CALSCALE:GREGORIAN BEGIN:VEVENT DTSTART:20241030T183000Z DTEND:20241030T200000Z X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY:Small Business Forum presented by Lucia Capital Group DESCRIPTION:Small Business Exit/Transition Planning\n\n \n\nThis forum aims to provide essential insights and strategies for small business owners looking to exit or transition their businesses smoothly. Below are the key takeaways:\n\n\n Start Early: Begin planning your exit 3-5 years in advance for optimal results.\n Know Your Valuation: Obtain a professional business valuation to guide your decisions.\n Address Legal and Tax Matters: Collaborate with advisors to reduce tax liabilities and ensure legal readiness.\n Explore Exit Strategies: Consider options like selling\, transitioning to family/employees\, or merging.\n Communicate with Stakeholders: Keep all key parties informed throughout the process.\n\n\n\nNorth San Diego Business Chamber's Small Business Forum is an environment for small business owners and leaders to discuss topics directly affecting them and share current challenges and best practices in a collaborative environment while gaining essential knowledge on small business-focused topics each quarter. \n\n\n\nSmall Business Forum is by Small Business\, for Small Business.\n\n\n\nThis event is open to small businesses with less than 10 employees.\n\n\n\n\n\nSpeaker ~ Shelley Lightfoot\, CEPA\, Executive Director at Strazzeri Mancini\, LLP\n\n \nShelley has been engaged in the financial services industry since 1986\; having held various executive management positions including Vice President of Investments\, Compliance Officer\, Operations Manager\, Sr. Management Consultant\, and Business Development Manager. Born and raised in Kansas City\, MO (most recently Overland Park KS)\, Shelley moved to the San Diego area in 2007 while employed with Banc of America\, Inc. During her 5-year tenure with BofA\, Shelley was second in command of 80 branch locations with 112 employees\; extending her industry experience to virtually all areas of financial services\, including branch management\, regulatory compliance audits\, sales supervision\, business plan coaching\, operational efficiency and national policy review. In addition\, Shelley has also successfully provided independent compliance and management consulting for financial advisors and broker dealers.\n\n\nDisclaimer: Portions of this program may be filmed and/or photographed. By attending\, you consent to its unrestricted use\, as deemed appropriate by North San Diego Business Chamber. Click here to see our complete Notice of Filming and Photography. X-ALT-DESC;FMTTYPE=text/html:

Small Business Exit/Transition Planning

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This forum aims to provide essential insights and strategies for small business owners looking to exit or transition their businesses smoothly. Below are the key takeaways:

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\nNorth San Diego Business Chamber'\;s Small Business Forum is an environment for small business owners and leaders to discuss topics directly affecting them and share current challenges and best practices in a collaborative environment while gaining essential knowledge on small business-focused topics each quarter. \;
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\nSmall Business Forum is by Small Business\, for Small Business.
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\nThis event is open to small businesses with less than 10 employees.
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\nSpeaker ~ \;Shelley Lightfoot\, CEPA\, \;Executive Director at Strazzeri Mancini\, LLP
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Shelley has been engaged in the financial services industry since 1986\; having held various executive management positions including Vice President of Investments\, Compliance Officer\, Operations Manager\, Sr. Management Consultant\, and Business Development Manager. Born and raised in Kansas City\, MO (most recently Overland Park KS)\, Shelley moved to the San Diego area in 2007 while employed with Banc of America\, Inc. During her 5-year tenure with BofA\, Shelley was second in command of 80 branch locations with 112 employees\; extending her industry experience to virtually all areas of financial services\, including branch management\, regulatory compliance audits\, sales supervision\, business plan coaching\, operational efficiency and national policy review. In addition\, Shelley has also successfully provided independent compliance and management consulting for financial advisors and broker dealers.

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\nDisclaimer: \;Portions of this program may be filmed and/or photographed. By attending\, you consent to its unrestricted use\, as deemed appropriate by North San Diego Business Chamber. Click \;here \;to see our complete Notice of Filming \;and Photography. LOCATION:Lucia Capital Group 16789 Bernardo Center Drive San Diego\, CA 92128 UID:e.784.33194 SEQUENCE:3 DTSTAMP:20260503T070737Z URL:https://chamber.sdbusinesschamber.com/events/details/small-business-forum-presented-by-lucia-capital-group-33194 END:VEVENT END:VCALENDAR