Successful Exit Planning with Bank of America Merrill Lynch | NAWBO

Successful Exit Planning with Bank of America Merrill Lynch

Wednesday, September 25, 2019 - 5:30pm8:00pm
Knobbe Martens
Da Vinci Conference Room
12790 El Camino Real
San Diego, CA 92130
United States
Registration Deadline: 
September 25, 2019 - 7:00pm

We are excited to partner with Bank of America Merrill Lynch to present "Successful Exit Planning."

This event will feature a fireside chat with successful local entrepreneur, Kim Lim - Founder of Ultimate Labs - acquired April 2019. Originally from Boston, Kim brought her east coast pace and ambition to sunny San Diego's biotech industry. Armed with a  background in Bioengineering and Operations Management, she was determined to make a difference in the healthcare industry. After a long stent in validation consulting, she was challenged to “do something about” the lab service segment in San Diego. Ultimate Labs started in 2008 and now services, not only San Diego, but also clients across the US, who have Quality Control needs with a team of seasoned biotech experts and new generation of scientists entering this exciting field!  

The goals of this presentation and Q&A session are to:

  • Understand the importance of making an exit plan well in advance of your eventual departure
  • Consider ways to protect your business against the unexpected and maximize its value
  • Start thinking about how you’d like to transition out of the business

As a business owner, you may have a majority of your wealth tied up in your business. That’s why, whether you have a $2 million business or a $200 million business, it’s critical for you to develop a comprehensive exit plan designed to:

  • Differentiate your personal and business finances
  • Help you transition out of the business and monetize the wealth you’ve worked so hard to create
  • Transfer and seek to preserve your wealth through tax-minimization strategies
  • “Begin with the end in mind.”



5:30 – 6:30 pm    Check-in & Networking

6:30 – 7:00 pm    Presentation
Introduction by Maria V. Stout, Patent Attorney at Knobbe
Presentation by Kaitlyn Wilczynski & Frances Pascua, Merrill Lynch Women’s Exchange – San Diego

7:00 – 7:40 pm    Fireside chat with Kim Lim, Founder of Ultimate Labs - Acquired April 2019

7:40 – 8:00 pm    Wrap-up, coffee, networking

*Food will be provided by French Gourmet!*

***Online registration will be open on Sep. 24 and 25 at $30 for NAWBO Members and $50 for Non-NAWBO Members!***  

Support our Charity-of-the-Quarter!

Join NAWBO San Diego's efforts to support our Charity-of-the-Quarter for July-September: Support The Enlisted Project (STEP). Their mission is to assist junior active duty enlisted members and recently discharged enlisted Veterans and their families in Southern California facing financial crisis achieve long term financial self-sufficiency through counseling, education and grants to alleviate critical near term obligations. STEP will collect baby items, basic household items, and hygiene products to distribute to our young military families throughout the year. Please donate the following items at our events this quarter: Diapers (Sizes 3 - 6), Wipes, New/Gently Used Clothes and Toys, New/Gently Used Strollers and High Chairs, New Car Seats/Booster Chairs and Cribs, Toiletries (Toothbrush, toothpaste, deodorant, etc.), Small Appliances (Toasters, Blenders, etc.), Retail, Gas, and Grocery Gift Cards.

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