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Preparing Your Business For a Successful 2022

Join WestPac and AGC of CA to help prepare your business for 2022. In this webinar the focus will be: Ongoing Tax Changes, Business Valuation, Continuity, Succession and Exit Planning, and Business Planning Opportunities.

June 9, 2022 (Thu)
11:00 AM - 12:00 PM
Virtual Training

Join WestPac and AGC of CA to help prepare your business for 2022. During this webinar we will cover,

Ongoing Tax Changes

  •  Out-of-State Planning
  •  Income Shifting

Business Valuation

  • Identifying the Value Drivers
  • Why valuation matters, even if you don’t want to sell
  • 3 things you can do today to make your company worth more

Continuity, Succession, and Exit Planning

  • Transferring to your employees
  • Deal Killers
  • M/A Update

Business Planning Opportunities

About the Instructors

Charles Saba, MBA, CVA, ASA
Charles Saba, MBA, CVA, ASA, Partner (Hemming Morse Consultants)

Charles Saba is accredited in Business Valuation and is a Partner with Hemming Morse Consultants.

Andy Roberson
Andy Roberson, CFP (Wealth Management Advisor WestPac Wealth Partners)

Andy Roberson is a a Wealth Management Advisor for WestPac Wealth Partners.

Charles Au
Charles Au, Managing Partner (Erwin, Cabrinha & Au)

Charles Au is a Managing Partner for Erwin, Cabrinha & Au.

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