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2019 Succession / Transferring Ownership | San Diego

Hosted in San Diego Tuesday, February 5, 2019 7:30 a.m. - 11:35 a.m. EDT

Event Overview

Start yesterday.

If succession planning is not at the top of your list, it should be. A CEO departure without a cohesive plan in place can cost a company millions of dollars, paralyzing the organization from the top down.

Your exit may not be imminent — that’s actually the best-case scenario. The time to begin crafting your strategy is far in advance of when you’ll need it.

Join us for this informative event to optimize positive outcomes for yourself and your business. Gain the knowledge you need to determine the right strategy for accomplishing your unique goals; understand the personal and financial consequences of transferring ownership; and leave your business primed to succeed.

Start laying the groundwork to — in the near or distant future — walk away from your business with a clear mind, knowing you’ve done your due diligence. Register now!

Members through January 15: $99| After January 15: $129
Guests through January 15: $119 | After January 15: $149

Members and guests are welcome to attend. For more details contact Amanda Tubbs, Event Planner, at amanda.tubbs@vistage.com.

Why Attend

If succession planning is barely on your radar, this event is for you.

And if it's keeping you up at night? This is event is also for you.

Experts agree, wherever you are in your business cycle, careful planning is critical to achieving a positive outcome. Transition expert Keith Apton from UBS Financial Services will walk you step by step through the succession/transition process, helping you gain a high-level understanding of:

  1. The ramifications of transferring ownership.
  2. What you can do now, to leave your business primed for success.
  3. Which advisers you will need on your team to navigate the transition or sale process.
  4. The benefits of an Employee Stock Ownership Plan (ESOP).

Event Speakers

Keith Apton

Managing Director, UBS

Preparing for a strategic exit

For business owners thinking about a transition – whether from one generation to the next, or outright sale to a third party – decisions are often based on a number of factors including personal, business, industry and environmental concerns. Some are considering what’s next after years of investing in the company. Some have an interest in raising capital to continue growing. Still others find, transferring ownership to employees or the next generation is the best fit for their needs. Which path is your best fit as you look to what’s next for your business? Transition expert Keith Apton will help you assess your options and navigate the complexities of transition to inform your decision, and your success.

Tax efficient liquidity events using ESOPs

Speaker Keith Apton will outline how business owners can monetize part or all of their company in a tax-efficient manner, while maintaining control of their business and having an upside interest in future growth. Leave with better understanding of ESOP, how it can benefit you and your team, and if it is your optimal exit strategy.


Fairmont Grand Del Mar

7:30 – 8:00 a.m.
Check-in and breakfast

8:00 – 8:45 a.m.
Welcome and networking discussion

8:45 – 10:00 a.m.
Keith Apton Preparing for a strategic exit

10:00 – 10:15 a.m.

10:15 – 11:30 a.m.
Keith Apton Tax efficient liquidity events using ESOPs

11:30 – 11:35 a.m.
Closing remarks



Fairmont Grand Del Mar
5300 Grand Del Mar Court
San Diego, CA