
Lunch Session: Maximize Your Business Valuation: When You Exit, You Leave a True Legacy
Join Chatterton Founder Robert D. Chatterton, ChFC®, CFP®, CEPA®, Parker Schweich, Esq., (Stradling Yocca Carlson & Rauth LLP), and Matt Manavi, MBA, CBB, CBI, M&AMI, CMAP (Transworld Business Advisors), as they share strategies to grow your business value, preserve your assets, and secure your legacy.
In this exclusive workshop, you’ll learn:
• What buyers truly want – and what they’ll pay a premium for
• The 8 key drivers of Enterprise Value and strategies for improving them
• How to position your business as “Best in Class” for profits and valuation
• Plus: Learn the legal and M&A strategies that preserve your wealth and guide a smooth business exit. Whether you’re thinking about exiting soon or are in planning stages, this event is for you.
Lunch will be provided. Join us for this event and ensure your legacy lives on.
Register Now by calling 714-512-3600.
Lunch 11a.m. – 2 p.m.
Date and Time
Tuesday Jun 10, 2025
11:00 AM - 2:00 PM PDT
June 10: 11:00 a.m. - 2:00 p.m.
Location
AV
Irvine 16500 Scientific Way
Irvine, CA 92618
Fees/Admission
Complimentary