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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

    Chief Customer Officer
    CX and Marketing Strategist
    Founder The Pocket CMO®

    Marketing

    How to Prevent Market Confusion

    Aaron Wolpoff

    Fractional CMO
    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

    Entrepreneur – Profit Advisor
    Construction and Manufacturing

    Exit Planning

    The Top 5 Reasons Business don’t sell

    Shelley Lightfoot

    Chief Operations Officer
    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

    Entrepreneur – Consultant
    ERP Project, ERP program management.

    Finance

    The Financial Danger Zone

    Jonathan Toker

    Partner B2B CFO

    EOS Strategy Governance

    Entrepreneurship Operating System

    Dennis VanBaale

    Professional EOS Implementer®
    EOS Worldwide

    HR

    “How to Keep The Right People”

    Daniel Redman

    Business Performance Advisor
    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

    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!

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    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

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