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DTSTART:20250227T010000Z
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LOCATION:Sutter Club (California Room)
UID:2615520250227T010000ZSEPC February Meeting 
DTSTAMP:20260408T091653Z
DESCRIPTION:\n\n \n\n\nFebruary Meeting\nTransition by Design: Successful Succession of the Privately Held Business and Wealth\n\nDescription\n 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.\n \nKey topics include:\n 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. \nThis presentation equips business owners, key stakeholders, and advisors with actionable insights to design a thoughtful, strategic, and successful transition plan.\n\nSpeaker\n[Susan P. Rounds, JD, CPA, LL.M. (taxation), TEP, AEP® (NAEPC Speaker) - Deutsche Bank\n Wealth Management](/assets/Councils/SacramentoEPC-CA/userContent/files/Susan%20Rounds%20Bio.pdf)\n\nAgenda\n Registration/Cocktails: 5:00 p.m.\n Meeting/Dinner: 5:45 p.m.\n Presentation: 6:30 p.m. - 7:30 p.m.\n \nCost\n SEPC Members (Sutter Club): $75 Non-Members (Sutter Club): $80 \nMenu\n \nSalad\nBaby Arugula | toasted almonds, pomegranates, parmesan reggiano, champagne vinaigrette\n \nEntrees\nBeef Short Ribs | nantes carrots, english peas, lobster-pommes puree, short rib jus\n \nParmesan & Panko Encrusted Halibut | smoked bacon, wild mushrooms, english peas,\n roasted potatoes, lemon-herb vinaigrette\n \nCheesy Tomato Risotto | sun-dried tomatoes, herbs, parmesan reggiano | [vg]\n\n Dessert\nNew York Cheesecake | mixed berry compote\n \n\nFor More Information\n Contact: Raquel Altavilla\n Phone: 916.715.5939\n Email: admin@sacepc.org\n\nNonmembers who wish to attend this program, contact Raquel Altavilla at admin@sacepc.org who can assist you with registering.\n \n\nWe will not be offering Zoom for the monthly meetings. \n\nRegistration closes on Tuesday, February 18.  No refunds after February 18.\n
SUMMARY:SEPC February Meeting  - Sacramento Estate Planning Council 
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