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Beyond the Handshake 1/28/26

What Every Business Owner Should Know Before Selling

Join Orange County Community Foundation for an intimate evening.

Join them Wednesday, January 28 from 4:00PM to 6:00PM at The Park Club, 650 Town Center Dr, Costa Mesa, CA 92626.

Preparation Makes for a Great Exit.

Most business owners wait until a buyer appears to think about their exit strategy. By then, critical opportunities to maximize value and minimize taxes have likely passed.

Entrepreneurs who have navigated successful exits and business and M&A experts will share:

  • What buyers scrutinize that most owners overlook

  • Common pitfalls that erode deal value (and how to avoid them)

  • Real-world lessons from founders who've been through successful exits

  • Tax-advantaged strategies that preserve wealth and enable strategic philanthropy

Who Should Attend

  • Business owners contemplating an exit in the next 3-10 years

  • Entrepreneurs seeking to maximize business value

  • Professional advisors serving business owner clients

  • Investors with charitable intent

What to Expect

  • Networking | Connect with fellow entrepreneurs and advisors

  • Expert Panel | Moderated fireside chat with business leaders who've prepared for and navigated successful exits

  • Strategic Insights | Gain best practices and learn how gifting business interests before a sale can reduce your tax burden and advance your charitable goals

  • Interactive Discussion | Table conversations and Q&A to address your specific questions

Parking: Complimentary valet provided.

Please register here to attend.

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