Maximizing Your Personal Value and Impact

Join Orange County Community Foundation for a dynamic event tailored to business founders, owners, investors, and professional advisors focused on optimizing the value of a business exit while safeguarding their legacy and financial security.

Join them Tuesday, February 11 from 12:00PM to 2:00PM at Andrei's Restaurant, 2607 Main St, Irvine, CA 92614.

Gain insights from leading experts, including a Certified Exit Planner (CEPA), estate attorney, CPA, and financial strategist as they delve into the critical topics of personal and professional planning during the exit process.

Discover best practices, practical tips, and common pitfalls across key areas such as tax liability, financial stability, legacy preservation, philanthropic opportunities, and more.

Gain actionable strategies to minimize taxes and create a meaningful legacy through savvy, tax-advantaged giving.

Don’t miss this opportunity to elevate your exit planning and achieve your personal and professional goals.

Your colleagues, friends and clients are welcome.

Please register here to attend.

Thanks to Orange County Community Foundation for offering this local startup event, the details, and the graphic!