The Founders Group

The Founders Group We work with business owners and their families to assess their current business value and their financial and personal situation.

Based on these assessments, we engage with the business owner and family in developing a strategic and tactical plan for both the business and their personal and financial futures. Once the plans have been determined and confirmed, we engage in prioritized enhancement initiatives that preserve and protect assets and improve top and bottom line growth. These initiatives serve to increase the enterp

rise value and solidify personal and financial goals. As the business owner moves through the process, flexibility is created by allowing the business owner to repeatedly ask the question: “should I continue to grow the business or should I transition it?”. We achieve this by assisting the business owner in answering these four questions:

- Where are you now?
- Where are you going?
- How will you get there?
- What’s next? Creating a future vision for the business and family is critical to protect the family’s tangible and intangible assets and sustain the Family Business for generations.

Thank you to all of our EPI members who were able to join us at this week's EPI Orange County Speed Dating event! View m...
10/13/2022

Thank you to all of our EPI members who were able to join us at this week's EPI Orange County Speed Dating event! View more of our past events here: https://bit.ly/3BL8mn9

Watch this webinar as Michael discusses the latest research into the Boomer business landscape, along with the implicati...
10/12/2022

Watch this webinar as Michael discusses the latest research into the Boomer business landscape, along with the implications for exits and successions – and how advisors can help owners overcome the challenges they’re going to face. https://bit.ly/3S0391n

We help closely-held businesses advance through the stages of business with Our Engagements including:➡️ The Process➡️ R...
10/11/2022

We help closely-held businesses advance through the stages of business with Our Engagements including:

➡️ The Process
➡️ Review and Enhancement Design
➡️ Enhancement Initiatives
➡️ The Decision

Learn about each of these steps: https://bit.ly/3RdCXzn

What is our Behind the Conversation event?Two days of deep self-reflection that results in increased awareness of you an...
10/11/2022

What is our Behind the Conversation event?

Two days of deep self-reflection that results in increased awareness of you and your client’s behaviors to get engaged, compensated, and valued for the work you love the most.

More details here: https://bit.ly/3Rz2nrC

Become part of a multi-disciplinary exit planning advisory team with revenue opportunities and the success formula you n...
10/11/2022

Become part of a multi-disciplinary exit planning advisory team with revenue opportunities and the success formula you need to attract, engage, and work with these business owners. https://bit.ly/3cOFlyl

Sign up for our Oct. 13th EPI Orange County Chapter meeting! More details and how to register here: https://bit.ly/3La06...
10/10/2022

Sign up for our Oct. 13th EPI Orange County Chapter meeting! More details and how to register here: https://bit.ly/3La06RN

The Fiduciary Attorney Summit 2022, in partnership with Fox Rothschild, Strazzeri Mancini, and The Founders Group, will ...
10/06/2022

The Fiduciary Attorney Summit 2022, in partnership with Fox Rothschild, Strazzeri Mancini, and The Founders Group, will focus on professional business succession planning.

Join us at the November 8-10 event by registering here! https://bit.ly/3RVWXaH

Join us for our Perspective Series: Entrepreneurs Revealed event on October 11th! In just 3 sessions for 30 -minutes eac...
10/06/2022

Join us for our Perspective Series: Entrepreneurs Revealed event on October 11th! In just 3 sessions for 30 -minutes each, gain perspective from the entrepreneurs themselves regarding their business succession planning. Full details here: https://bit.ly/3RH3Goa

Whether triggered by opportunity or friction, family businesses often seek external facilitation to maintain or improve ...
10/05/2022

Whether triggered by opportunity or friction, family businesses often seek external facilitation to maintain or improve the health of family communication. In Traditional Governance, that facilitation often starts with the development of “tools for rules” that inadvertently cause the anticipation of conflict down the road.

Access this webinar to learn more! https://bit.ly/3RRDqrS

Access this webinar where Ann and Dan will share the trustee’s perspective on funding trusts for estate tax planning and...
10/04/2022

Access this webinar where Ann and Dan will share the trustee’s perspective on funding trusts for estate tax planning and long-term administration success, using examples and strategies deployed for their trust clients! https://bit.ly/3L84lgB

Address

6256 Greenwich Drive, Suite 250
San Diego, CA
92122

Telephone

+18582001915

Website

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