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SCORE is a resource partner with the SBA
  Workshops - Finance
 
Schedules are subject to change without notice. Please check here frequently for updates.
For a complete list of workshops offered, please check the Workshop Calendar.


To view only one workshop title, please select from the following list:

  
August

 
Buy/Sell & Valuation of a Business
Location:Rancho Santa Margarita Bell Tower Regional Community Ctr.
22232 El Paseo, Rancho Santa Margarita 92688
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Date & Time:August 8 2017, Tuesday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


What’s the Business Worth? – Valuation Techniques

What’s your business worth? You’ll learn how to develop a valuation estimate that is defensible whether you are buying, selling or starting a business. Or is a franchise more to your liking? You’ll learn the pros and cons of franchising as well. All of this is in “plain English” and based on current valuation concepts. We will take you through the process using examples of each calculation.

Jim Chamberlain of SCORE presents this workshop. Jim has an MBA and is a CMA (Certified Management Accountant). Jim has held financial positions with Dexter, General Dynamics and Statek Corporation, as well as an environmental start-up. For ten years he was part owner, director, and CFO of Consolidated Reprographics, an Orange County leading reprographics company. He also helped manage a privately held high technology company awarded as one of the top 50 fastest growing private companies in Orange County. During his career, Jim has had extensive experience in merger and acquisition activity as both buyer and seller. He has prepared Business Plans, sold and purchased businesses and has helped entrepreneurs improve their cash flow. Management Accounting is his specialty. Jim has been active in various volunteer organizations, such as SCORE and United Way. He is also a past president and director of the Certified Management Accounting Society of Southern California (CMASSC).

(Registration/Check-in 5:30 to 6:00 PM)
 
Buy-Sell a Business – What You Need to Know
Location:Bellflower City Hall
16600 Civic Center Drive, Bellflower 90706
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Date & Time:August 8 2017, Tuesday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


Buying or Selling a business is a major decision and needs appropriate preparations and due diligence. It can take up to 2 years to make the right decision.

In this workshop we will answer to the following questions:

• What is the process of buying or selling a business?
• How to accelerate the process?
• What do I need to do?
• What do I have to look at?
• How can I be sure this is the right decision?
• What is the right valuation?
• How to deal with the broker?

Marc Pakbaz of SCORE presents this workshop. Marc is a serial entrepreneur and a business mentor with an abundance of international experience. He owned and sold 2 companies. In his 30 year career he has helped more than 200 entrepreneurs buy, start, grow and sell their companies. He is a frequent guest speaker and lecturer. Recently, he served as Guest speaker in University of California Irvine (UCI) and California State University, Fullerton.

(Registration/Check-in 5:30 to 6:00 PM)
 
Basics of Acccounting - The Language of Business
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
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Date & Time:August 10 2017, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
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Accounting is the "language of business". People in the business world - owners, managers, bankers, investors - use accounting terms and concepts to describe the events that make up the “story” of a business. At its most fundamental level, accounting is the system of tracking the income, expenses, assets and liabilities of your business. In this workshop, you will learn how to make journal entries including debits and credits, the structure of financial statements, important financial ratios, ledgers, and, more importantly, how to "account" for the transactions in your business.

Jim Chamberlain of SCORE presents this workshop. Jim has an MBA and is a CMA (Certified Management Accountant). Jim has held financial positions with Dexter, General Dynamics and Statek Corporation, as well as an environmental start-up. For ten years he was part owner, director, and CFO of Consolidated Reprographics, an Orange County leading reprographics company. He also helped manage a privately held high technology company awarded as one of the top 50 fastest growing private companies in Orange County. During his career, Jim has had extensive experience in merger and acquisition activity as both buyer and seller. He has prepared Business Plans, sold and purchased businesses and has helped entrepreneurs improve their cash flow. Management Accounting is his specialty. Jim has been active in various volunteer organizations, such as SCORE and United Way. He is also a past president and director of the Certified Management Accounting Society of Southern California (CMASSC).

(Registration/Check-in 5:30 to 6:00 PM)
 
Are You Ready To Exit? Business Succession Planning for Small Business Owners
Location:Chapman University
549 W. Palm, Orange 92868
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Date & Time:August 14 2017, Monday, from 6:00 PM to 9:00 PM
Cost:No Cost Workshop; Fee for Parking
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Planning for your future starts now. Succession planning, exit strategies and maximizing your value before retirement is worth taking time out of your busy day and will add to your peace of mind!

We invite you to attend a focused workshop to discuss the process and methods of monetizing the hard work and goodwill you have invested and built into your business. The workshop will address many of the issues you will need to know to make a smooth and successful transition, including:

• Action items prior to transfer or sale
• Various structural considerations
• Tax issues and planning
• Investment Planning for Income After the sale and beyond

This workshop is presented by Mandy Woo and Robert Corbin. Mandy is a Certified Financial Planner™ Practitioner and business owner herself. She has helped professionals, families and small business owners achieve their financial goals through customized, comprehensive, strategic financial planning for over 15 years. Mandy holds a Bachelor Degree in Investment Finances and a Master Degree in Taxation. She also holds General Security, Insurance, and Investment Advisor licenses.

Robert is a Senior Partner in the firm’s Tax & Accounting Services department and has over 23 years of experience in public accounting. He also serves on the firm’s Board of Directors. Robert focuses on business tax matters, including planning and compliance for their shareholders and families. Robert's practice includes consulting on transactional matters, mergers and acquisitions, exit planning, startups, structuring, state and local tax and wealth transfers among other needs for businesses and their shareholders.

(Registration/Check-in 5:30 to 6:00 PM)
 
 
  
September

 
Introduction to Using QuickBooks Desktop
Location:Garden Grove Community Center
11300 Stanford Ave., Room B, Garden Grove 92840
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Date & Time:September 12 2017, Tuesday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


Today QuickBooks is the most used accounting software. People think they can download the program and start entering data, but this is not true. You need some direction.

This workshop is presented to help you get to know the program and navigate around. You will learn some basic data inputting through examples.

You will learn:
• Is QuickBooks a good fit for your company
• Basic features of the program
• Get to know input areas
• How QuickBooks can help you to understand your company thru reports
• Brief comparison between QB desktop and QB online

If you are presently using QuickBooks, come with your questions. Feel free to bring your laptop with QB loaded to move around the program with me.

This workshop is presented by Donna L. Stern, a CPA located in Newport Beach. She is a graduate of USC. The firm has been in business since 1985. Services include Tax preparation, accounting and we offer one on one classes to learn Quickbooks. The firm strives to offer personal service to help small businesses succeed and individuals pay as little tax as possible.

(Registration/Check-in 5:30 to 6:00 PM)
 
 
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