SingerLewak's Entrepreneur & Family-Owned Businesses Workshop is a unique service approach that identifies the tools necessary for decision makers to maximize their business enterprise potential. A collaborative program developed by the partners of SingerLewak, this Workshop targets multiple considerations and operational areas within private companies and family-owned businesses, respective of the goals of the business, family and owner. Our workshop is specifically tailored for private companies, focused on achieving sustainable results through the multiple stages of growth, including on-going succession planning.


 
OBJECTIVE:

To help Entrepreneur & Family-Owned Businesses by understanding that the needs of the business are driven by the owners and owner’s family and that the goals of the business center around the Business, Family and Owner.

Our expertise addresses that the generation of wealth and stability for the family and perpetuation of the family legacy, are the core objectives.



 

TOPICS:

Understanding the Family Dynamic:  Considerations For The Unique Phases Of The
                                                                Business Including: Growth, Sustenance and
                                                                Succession.

Cash Flow:                                            Commercial Banking in Today's Environment:
                                                                Updates On Lending Criteria From a Bankers
                                                                Perspective.

Capital:                                                 Strategies, Requirements And Trends To Support
                                                                Operational And Overall Business Growth Including
                                                                Acquisition, Trends In Multiples And Sales Activities.

Wealth Management:                          Life-Inspired Wealth Management - Bringing
                                                                Together Family, Life Goals, Asset & Risk
                                                                Management.

Legal:                                                    How to Leverage the Estate Tax Credit to Transfer
                                                                Your Business.

  

PANELISTS:

David Krajanowski: Managing Partner - SingerLewak

William Peck: Managing Director - Hunter Wise

Joe Hernandez: SVP, Commercial Banking, City National Bank

Beth Rautiola: Brown & Streza LLP

Andrea Casaw: Wealth Advisor - Morgan Stanley Smith Barney

  
  REGISTRATION INFORMATION  
 

Date: November 29, 2011, from 4:30pm to 6:00pm
Registration starts at 4PM. The event will be followed by a networking reception.

Location: SingerLewak Orange County
2050 Main Street, 7th Floor. Irvine, CA 92614

Register: Please click here to register online.
For more information, please contact marketing@singerlewak.com | 310.477.3924 ext. 1123