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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:

  
June

 
Buy-Sell a Business – What You Need to Know
Location:Laguna Niguel City Hall
30111 Crown Valley Parkway, Community Room, Laguna Niguel 92677
Click here to view map
Date & Time:June 29 2017, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


Check in at 5:30. A light Dinner from Corner Bakery will be provided to the first 50 to arrive.

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?

About the Presenter:

Marc Pakbaz

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 at the University of California, Irvine (UCI) and California State University, Fullerton.
 
 
  
July

 
Buy-Sell a Business – What You Need to Know
Location:Mission Viejo City Hall
200 Civic Center, Saddleback Room, Mission Viejo 92691
Click here to view map
Date & Time:July 12 2017, Wednesday, from 1:30 PM to 4:30 PM
Cost:$35 pre-register online; $45 at the door (cash or check only)
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 at the University of California, Irvine (UCI) and California State University, Fullerton.

(Registration/Check-in 1:00 to 1:30 PM)
 
Retirement Planning For Small Business Owners
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
Click here to view map
Date & Time:July 27 2017, Thursday, from 10:30 AM to 1:30 PM
Cost:No Cost
More Info:


CONCERNED ABOUT ATTRACTING & RETAINING TALENTED EMPLOYEES… CAN’T KEEP UP WITH TAX LAW CHANGES… NOT YET PLANNED FOR YOUR OWN RETIREMENT?

Learn easy and inexpensive ways to retain key employees in a competitive marketplace, find income and tax shelters you can use, and determine the right way to prepare for your own retirement. If you're a small business owner for 5 years without a retirement plan in place this workshop is definitely for you!

Small businesses have generally not been very successful in terms of providing opportunities for their employees to save for retirement. Many still believe they can’t afford to do so. Only 44% of small businesses offer retirement plans. Lots of business owners are so busy working in their businesses they haven’t even taken time to plan for their own retirement, let alone keep up with the constant tax law changes which affect retirement planning in general. So what’s the best plan for your business, the best plan for you as an owner? It might be a SIMPLE IRA, SEP IRA, SOLO 401k, Roth 401k or Defined Benefit Plan. What are the advantages and disadvantages? If you currently have a retirement plan, is it still the best choice? Have you done your annual retirement plan “checkup”? We all need a clear plan, a road map to the future. This workshop will help you understand which retirement plans you should use for the best results.

Mandy Woo of SCORE presents this workshop. Mandy is a Certified Financial Planner (since 2005) and business owner herself (since 2011). She has helped many individuals, families and small business owners achieve their financial goals and preserve their wealth through customized, comprehensive, strategic financial planning for over 16 years. Mandy holds a Bachelor Degree in Investment Finances (in 2000) and a Master Degree in Taxation (in 2008). She also holds General Security, Insurance, and Investment Advisor licenses.

(Registration/Check-in 10:00 to 10:30 PM)
 
 
  
August

 
Buy/Sell & Valuation of a Business
Location:Rancho Santa Margarita Bell Tower Regional Community Ctr.
22232 El Paseo, Rancho Santa Margarita 92688
Click here to view map
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)
 
Basics of Acccounting - The Language of Business
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
Click here to view map
Date & Time:August 10 2017, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


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
Click here to view map
Date & Time:August 14 2017, Monday, from 6:00 PM to 9:00 PM
Cost:No Cost Workshop; Fee for Parking
More Info:


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)
 
 
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