SACRAMENTO ESTATE PLANNING COUNCIL

February Meeting
Transition by Design: Successful Succession of the Privately Held Business and Wealth

Description
Succession planning is one of the most critical challenges facing privately held businesses today. Without a well-structured transition strategy, business owners risk disruptions in leadership, financial instability, and family conflict. This presentation provides a comprehensive, process-driven approach to navigating the complexities of business succession and wealth transfer.

Key topics include:

• A Changing Marketplace and Business Owner Demographics – Understanding the shifting landscape and its impact on succession planning.
• Issues of Greatest Importance and Difficulty for Family Businesses – Addressing the emotional and financial hurdles unique to family enterprises.
• Challenges Facing Family Businesses – Identifying common obstacles and strategies to overcome them.
• The Process-Driven Strategic Model and Strategic Assessment – Implementing a structured framework for a smooth transition.
• Strategic Assessment of Wealth Transfer and Resolving Potential Conflicts – Ensuring financial security while managing family dynamics.
• The Changing Paradigms of Valuation Planning – Adapting to evolving valuation strategies to maximize business continuity and legacy preservation.

This presentation equips business owners, key stakeholders, and advisors with actionable insights to design a thoughtful, strategic, and successful transition plan.

Speaker
Susan P. Rounds, JD, CPA, LL.M. (taxation), TEP, AEP® (NAEPC Speaker) - Deutsche Bank
Wealth Management

Agenda
Registration/Cocktails: 5:00 p.m.
Meeting/Dinner: 5:45 p.m.
Presentation: 6:30 p.m. - 7:30 p.m.

Cost

• SEPC Members (Sutter Club): $75
• Non-Members (Sutter Club): $80

Menu

Salad
Baby Arugula | toasted almonds, pomegranates, parmesan reggiano, champagne vinaigrette

Entrees
Beef Short Ribs | nantes carrots, english peas, lobster-pommes puree, short rib jus

Parmesan & Panko Encrusted Halibut | smoked bacon, wild mushrooms, english peas,
roasted potatoes, lemon-herb vinaigrette

Cheesy Tomato Risotto | sun-dried tomatoes, herbs, parmesan reggiano | [vg]

Dessert
New York Cheesecake | mixed berry compote

For More Information
Contact: Raquel Altavilla
Phone: 916.715.5939
Email: admin@sacepc.org

Nonmembers who wish to attend this program, contact Raquel Altavilla at admin@sacepc.org who can assist you with registering.

We will not be offering Zoom for the monthly meetings.

Registration closes on Tuesday, February 18.  No refunds after February 18.