May 2019 Meeting: Exit Planning for the Professional Firm- A Panel Discussion

Date: Tuesday, May 14, 2019
Time: 4:30pm - 7:00pm
Location: Double Tree Hotel, Mission Valley 7450 Hazard Center Drive
Speaker: Mariel Estigarribia, Tanya Scott & Paul Zimmer

 

The Estate Planning Council of San Diego Presents:

May 2019 EPCSD Meeting:
Exit Planning for the Professional Firm- A Panel Discussion
 

Date: Tuesday, May 14th, 2019

Time: 4:30 P.M. to 7:00P.M.

Where: Double Tree Hotel, Mission Valley 

7450 Hazard Center Drive

Room: Brickstone

Parking: You can park on the street or in the hotel garage- we do validate parking for the garage.

 

Topic: 

Exit Planning for the Professional Firm- A Panel Discussion

This talented panel will discuss a wide range of issues facing the owner of a professional practice as they look to plan their exit.  We will address the following:

How do you prepare for sale?

What are key drivers of sustainable value?

What advisors do you need on your team?

What are some common pitfalls to avoid?

We will explore each from the viewpoints of business valuation, tax planning, and legal and entity structure as they relate to the exiting business owner.

 

Panelists: 

Mariel Estigarribia, Tanya Scott & Paul Zimmer

Mariel Estigarribia is a shareholder in the San Diego office of Klinedinst PC. She has experience in representing privately held companies of all sizes as well as publicly-traded companies in the merger and acquisition of other entities and assets in addition to corporate formation; drafting, reviewing and negotiating commercial agreements and leases; representing issuers and investors in transactions involving raising of capital; advising corporate clients with respect to all aspects of government contracts and special certifications; representing buyers and sellers in real property transactions; assisting clients with Securities Exchange Act compliance and public company reporting; advising clients with respect to corporate governance matters as well as general business counseling. In addition, Ms. Estigarribia has also worked on cross-border transactions specifically with Latin American and South American entities.

Ms. Estigarribia is a graduate of the University of Michigan Stephen M. Ross School of Business and the University of Michigan Law School. She is fluent in speaking, reading and writing Spanish.

Tanya Scott is a CPA with Hutchinson & Bloodgood LLP.  She acquired the business acumen necessary to help her clients succeed.  She is a passionate and enthusiastic individual and provides innovative and valuable solutions for the unique tax and accounting issues faced by business owners of mid-market companies.  Tanya uses her creativity and expertise to strategically help clients with business growth strategies, tax planning, owner transition planning, and business value maximization. Tanya attended Utah State University and has been with Hutchinson & Bloodgood LLP since 2001 and became a partner in 2006.

 

Paul Zimmer is a CPA, Certified in Financial Forensics, and a Principal of the Brinig Taylor and Zimmer. As a  Senior Financial Analyst, he specializes in business valuation, litigation support and damages analysis. Mr. Zimmer has also qualified as an expert witness in the San Diego Superior Court and arbitration. His professional experience includes employment as a Management Consultant with KPMG Peat Marwick in Washington, D.C. and eight years of military active duty as a Naval Officer. He is a graduate of San Diego State University with a Masters of Business Administration (Finance) and a graduate of the University of Notre Dame with a Bachelor of Business Administration (Finance).

 

 

 

Meal: 

Served: 5:30 PM to 6:30 PM
FIRST COURSE

TBD

ENTREE #1

TBD

ENTREE #2

Vegan Meal TBD

DESSERT

DoubleTree Famous Cookies

 

Please RSVP 

 by Thursday, May 9th, 2019

In order to make payment via PayPal, please follow through to the second page of registration and click the yellow “pay now” button.

 You do NOT need a PayPal account in order to pay via credit card through PayPal. 

If you have any questions please contact Jessica at Jessica.EPCSD@gmail.com.

 

**PLEASE NOTE: OUR ADDRESS HAS RECENTLY CHANGED. PLEASE SEND ALL MAIL TO:

Jessica Vito Cruz

P. O. Box 880536

San Diego, CA 92168

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