Business Owner Strategy Summit

Schramm Financial Group
Seminar
January 22, 2025
|
2:00 PM - 7:00 PM PT
The Oaks Club at Valencia
26550 Heritage View Lane
Valencia, CA 91381

Private Wealth Services attorney Mark Haranzo will participate in a Business Owner Strategy Summit hosted by Schramm Financial Group. The event aims to provide a space to connect industry professionals and share insights on topics including investment banking, private equity, strategic partnerships, estate planning, tax strategies and business succession planning. During the program, panels will cover steps to take when considering selling a business, how to increase valuations, what to know about the transaction process itself, as well as real-world experiences of successful deals.

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