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Business Sale and Succession Planning

January 28, 2020 @ 5:30 pm - 7:00 pm

top Coworking space in Walnut Creek, California

Business owners are always so busy that they tend to be reactive instead of planners for the most important issues! If you ever hope to sell your business someday, how should you prepare and when should you start? What will you do if a key employee or owner of the business wants to leave, or dies? Please join Victory Workspace for a program on how to plan now to handle these critical issues for your business.

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You will learn:

– Why you need to plan for selling your business from day one

– Tips to get your business ready to sell

– Estate planning for business succession

– Insurance saves the day: key man & buy-sell


James Shafer, Business Law Attorney

Lillian Cordice, Insurance Specialist with Mass Mutual

Joel A. Harris, State Bar Certified Specialist: Estate Planning, Trust & Probate Law

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About our speakers:

Joel Harris, with the Law Office of Joel A. Harris, opened his own practice in 1993. He recognized a need in the Antioch community for an Estate Planning attorney who cared about helping people and their families preserve their legacies His mission was – and still is – to do things the way his clients want to do them and to provide good service for a reasonable price in a friendly, non-confrontational atmosphere. With nearly 25 years’ experience specializing in estate planning and estate administration, Joel is both a State Bar Certified Specialist in Estate Planning, Trust & Probate Law and is also a perennial California Super Lawyer; recognized by an independent firm to be among the top 5% in his field for skills and service.

Lillian Cordice, with Mass Mutual, has been in the financial industry for 13 years. Lillian holds licenses 6 and 63, and obtained the CLTC designation for specialists in long-term care planning. Hailing from Sussex county England, Lillian went to college in London and received her civil service executive position at Brighton County Court. As a financial services representative, Lillian’s mission is to assist individuals and business owners in defining their objectives and achieving the outcomes they desire. Lillian provides custom designed strategies for business owners and individuals with a passion for protecting wealth.

James Shafer, with Farallon Law, has represented private and public companies, as well as individuals, in many different types of corporate transactions, including entity formations, securities offerings (private and public), mergers and acquisitions, private equity and venture capital investments, SEC public company reporting, and a wide variety of business contracts. James frequently advises start-ups and entrepreneurs in connection with preparation for angel and VC financing, including by means of convertible notes, SAFEs and preferred stock financings. He also advises companies with respect to their ongoing legal needs and final sale or other disposition.

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January 28, 2020
5:30 pm - 7:00 pm
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