Best Practices sharing,
Business Community
San Diego for Business is a Business community, featuring professional Seminars, resources and Networking Opportunities for Mid-size Business leaders engaged in best practices for their business.
The Top 5 Reasons Businesses don't sell
by Shelley Lightfoot
Chief Operating Officer Southern California Institute
San Diego, Orange County Exit Planning Chapters
Exit Planning relates to a Business Owner preparing to:
Exit his business and Transition it to:
- His family OR
- His internal team OR
- A 3rd party
In whole or in part, Now or in the future. .
What will be covered:
✅ Planning Your Business Exit: Strategies for a Successful Transition, this is a focused seminar designed to help business owners prepare for a successful and profitable exit.
✅ The session begins with an overview of exit planning:
what it is, why it matters, and common exit options such as third-party sales, management buyouts, family succession, and ESOPs.
✅ Participants will hear about defining their personal and financial goals, assess their readiness, and understand how businesses are valued. Key value drivers and strategies to enhance business attractiveness will be discussed.
✅The seminar will also cover essential legal, tax, and financial considerations, including estate planning and preparing for due diligence. Attendees will gain insight into building the right team of advisors to guide their exit.
✅ Leadership transition and succession planning are addressed to ensure continuity and stability during the exit process. The session concludes with Q&A and networking opportunities with peers and experts.
Who should attend?
- Business Owners considering a transition with intention
- Business Owners at large, knowing that 50% of Exits are not voluntary. due to the 5D’s: Death -Disability - Divorce - Distress - Disagreement.
Featured Speaker
Shelley Lightfoot

Shelley Lightfoot is the Executive Director and Partner at the Southern California Institute, Laureate Center for Wealth Advisors, Strazzeri Mancini LLP, and The Founders Group. With over 30 years of experience in financial services, Shelley brings a unique blend of strategy, leadership, and creativity to support advisors, business owners, and affluent families in wealth planning, business succession, and professional development.
She’s a Certified Exit Planning Advisor (CEPA) and a sought-after speaker, passionate about helping professionals grow their impact through education and collaboration.
Shelley can be contacted via email at: sl@scinstitute.org
Time & Location
Date : Thursday April 17th, 2025
Time : 8:00 am to 9:30 am
Location :
San Diego Regional East County Chamber of Commerce
201 S Magnolia Ave,
El Cajon, CA 92020

Register Now for This Event




San Diego for Business is a Business community, featuring professional Seminars, resources and Networking Opportunities for Mid-size Business leaders engaged in best practices for their business.
We organize seminars, workshop and networking opportunities where business owners can meet like-minded professionals, share experiences, and foster meaningful relationships. Beside education one goal is to help you expand your network and tap into new opportunities for growth and collaboration.
Our educational workshops and seminars focus on business best practices. From mastering financial management to leveraging the latest marketing trends, our expert-led sessions cover essential topics to help you scale and manage your business effectively. We bring together industry leaders, experienced mentors, and successful entrepreneurs to share their knowledge and insights.
Topics and Speakers
Marketing – CXO
A Strategy for Success in the “New Normal” Customer Experience

Greg Chapman
CX and Marketing Strategist
Founder The Pocket CMO®
Marketing
How to Prevent Market Confusion

Aaron Wolpoff
Founder Double Zebra
Revenue & Sales
Building Effective Sales Organizations

Jean- Marc Terral
Senior Executive & General Management
Fractional CRO
Founder: San Diego for Business
Finance
Understanding Financial Ratios

James Cliame
Construction and Manufacturing
Exit Planning
The Top 5 Reasons Business don’t sell

Shelley Lightfoot
Southern California Institute
San Diego, Orange County Exit Planning Chapter
IT Infrastructure
ERP: What are they? How do they Help? What to Watch for?

Christian McCLellan
ERP Project, ERP program management.
Finance
The Financial Danger Zone

Jonathan Toker
EOS Strategy Governance
Entrepreneurship Operating System

Dennis VanBaale
EOS Worldwide
HR
“How to Keep The Right People”

Daniel Redman
Insperity
Daniel.Redman@insperity.com
CRM
Unlocking Growth: CRM Strategies for CEOs and Business Owners

John Hulina
Founder of CRM Assist
Senior Financial Advisor
Helping Business Owners and Higher Net Worth Families Exceed Their Financial Goals

Greg Banner
CEO Asset Preservation Strategies, Inc
COO - Operations - Manufacturing
Creating Systems, Processes and Metrics to achieve the biggest impact with minimal effort.

Mark Ross
Ross Consulting
Features
Experienced Speakers In Their Field
All Speakers bring deep industry knowledge and captivating insights to every session. Their dynamic presentations engage audiences, leaving them with actionable takeaways. With a proven track record of delivering value, they inspire growth and innovation. Join their webinar for expert guidance and fresh perspectives!




Stay Informed with the Latest Trends!
Access up-to-date material on the newest industry developments. Learn from experts insights and practical strategies to stay ahead. Register now to reserve your spot!
From Seminar to Workshop
Over time, we are transitioning from seminars to a more interactive workshop format. These workshops are designed to be hands-on, allowing you to apply concepts directly to your business and leave with actionable solutions


Hello, I’m Jean- Marc Terral

.
With over 30 years of experience in Sales, Marketing, and General Management, I specialize in helping small to mid-sized business owners and CEOs achieve scalable and predictable revenue growth. I focus on plan, sales strategies, optimized structures, and building high-performing teams. I partner with organizations to establish strong foundations and scale effectively, or regain growth momentum for long-term success.
I started San Diego For Business to provide free Educational and Networking opportunities where business owners can meet like-minded professionals and field experts, share experiences, and foster meaningful relationships. The goal is to help Business Owners expand their network and tap into new opportunities for growth and collaboration
Upcoming Events
Say Good bye to Supply Chain Headaches
CRM Strategies
Exit Planning
Forecast Finance
HR: The Improv Culture Advantage
Mark Ross
John Hulina
Shelley Lightfoot
James Cliame
Dan Redman
Come and Join us, Learn and Enjoy in a Friendly Atmosphere.
Testimonials
A Blueprint for the Growth of your Business!
