EFC Presents: Sue Werden

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Our Guest Speakers

Sue Werden

Susan Lieber

This Week

Join us for an insightful live presentation featuring Sue Werden, a distinguished CPA and tax specialist with extensive expertise in helping business owners navigate the complexities of retirement planning. In this engaging session, Sue will focus on the crucial topic of selling a small business as an exit strategy toward retirement.

As a seasoned professional with a deep understanding of tax implications, financial planning, and legal considerations, Sue will provide valuable insights and actionable advice for business owners who are preparing to transition out of their companies. She will guide attendees through the entire process of selling a small business, from strategic planning to finding qualified buyers, negotiating deals, and managing tax obligations.

Drawing from her vast experience and a track record of successful business transitions, Sue will share proven strategies to maximize the value of your business and ensure a smooth transition into retirement. She will address common challenges faced by entrepreneurs and shed light on effective techniques to overcome them. Moreover, Sue will delve into the intricacies of minimizing tax liabilities during the sale, enabling attendees to retain more of their hard-earned wealth.

By attending this live presentation, you will gain valuable knowledge about:

  1. Understanding the key factors that make a business attractive to potential buyers.
  2. Developing a comprehensive exit plan tailored to your retirement goals.
  3. Preparing your business for sale, including financial documentation, legal considerations, and valuation techniques.
  4. Effective marketing and finding qualified buyers through various channels.
  5. Negotiating the best deal terms and ensuring a seamless transition of ownership.
  6. Minimizing tax liabilities and maximizing profits from the sale.
  7. Strategies for reinvesting the proceeds from the sale for long-term financial security.

Whether you’re actively considering selling your small business or simply exploring retirement options, Sue Werden’s live presentation is a must-attend event. Don’t miss this opportunity to gain invaluable insights and learn from a trusted expert in the field.

The format of this course will consist of an approximately 20 minute lecture followed by a Q&A session lasting approximately 5 minutes. Although we model the new EFC format after collegiate courses, we respectfully ask all in attendance to refrain from asking questions during the lecture portion so as to give the speaker(s) ample time to get through the material.

Refreshments are generously provided each week by Arlene Arreola. Donations to help cover the costs are accepted. Additional refreshments will be available for purchase downstairs at the Skyline Café after class. We ask that you exercise good stewardship and help us keep the facility in good order by cleaning up after yourself.

Once the class is officially dismissed, we encourage ongoing information exchange and networking. If you have any questions that did not get answered in class, please email them to us and we’ll either incorporate the responses into a future session or email you back directly.

Mrs. Lasota is a married mother of two who has lived in San Diego since 1980. She became a member of Skyline Wesleyan Church back in 1991 while Dr. John C. Maxwell was still head pastor. Employed as a radiology technician since 1979, she is a mammographer by trade, but also provides caregiving services in addition to being self-employed in different vocations. As a serial entrepreneur, she also owns an online travel website, www.Avicat-Travel.com or www.Avicat.com.

Click the button below to access our archive of presentation materials.

Ways for You to Engage

Join us in person.

We meet in room M-1 located upstairs above the Skyline Café.

Watch remotely on Zoom.

Meeting ID: 895 2422 7991     Passcode: 019229

Watch the replay.

Our entire video archive is available on-demand via YouTube.

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