A Business Plan is like an Estate Plan for your Business

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A business plan is like an “estate plan” for your business and more than a signed stack of papers, state filings, and a set of instructions. In business, as in life, nothing ever stays the same.

Your business plan will not accomplish its purpose if it is never updated. The costs of failing to update are typically far greater than keeping your plan current. View our pdf below for more information on how to update your business plan.

 

 
Contact us for more information regarding your Business and plans for the future of your operation…Phone: 858-200-1900
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Laureate Wealth Strategies May session: May in Review

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For the month of May, there were numerous educational opportunities that our attorneys had to give back to the professional community here in San Diego.  However, this month also features a national program in which partners Strazzeri and Mancini, along with David K. Cahoone, hosted the Laureate Wealth Strategies program to help teach, guide other professionals around the country for 3 days.

Below are the highlights in May:
May 1:  Business Buy/Sell and Contingency Planning taught by Alex Matuk, Esq.
May 8-10:  Laureate Wealth Strategies (May session)
May 13-14:  Medi-Cal Seminar at Claim Jumper (2 sessions)
May 20:  Crawford High School Mentoring for Alex Matuk, Esq.
May 22:  The Dunham Institute attended by Joe Strazzeri, Esq. and Steve Mancini, Esq.

 

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