Succession Planning for Business Owners: Breaking Down the Concerns

Succession Planning for Business Owners: Breaking Down the Concerns

OAKLAND, CA. March 16, 2015 – Bell Investment Advisors, a San Francisco Bay Area registered investment advisory firm and Scott Valley Bank will co-host a breakfast discussion “Succession Planning for Business Owners: Breaking Down the Concerns” on Thursday, March 26, 2015, from 8 – 9:30 am, at Scott Valley Bank in San Jose. The event is part of an ongoing “Food and Finance” series serving up free finance education to the community along with food—in this case breakfast with coffee and fruit juice.

Steve Prouty, Vice President and Relationship Manager of Scott Valley Bank, will host the breakfast discussion. Other presenters will be Jim Bell, CFP®, President and Founder, and Forrest Bell, CFP®, Senior Investment Advisor and Financial Planner, both of Bell Investment Advisors. The discussion will focus on breaking down succession planning into manageable steps that business owners can put into practice.

Jim Bell has said, “This presentation will help business owners begin the process for their own succession planning; and it will help those who are already mid-stream to improve their thinking and planning with examples of overcoming challenges and conflicts. Procrastinating is not the answer.”

The discussion will be beneficial for business owners who may have been putting off the daunting task of succession planning. The Bell and Scott Valley Bank panel will drill into the important differences between management succession and ownership succession. The team will also specify the unseen consequences to banking and credit facilities when there is a succession of ownership. There will be time for participant questions and answers from the panel of experts.

Location: Scott Valley Bank, 2001 Gateway Place, Suite 135E, San Jose, CA

A similar event for business owners will be held in Oakland, currently scheduled for May 13, 2015.

Reservations for either event are required, and space is limited. To reserve or for more information, contact Jaye Roundtree of Bell Investment Advisors at 510.433.1066, ext.100 or Jaye Roundtree.

Bell Investment Advisors is a privately-owned, registered investment advisory firm, managing over $500 million in assets. It is in its 24th year of business, offering investment management, financial planning, and career/life coaching services. For more information, visit

Scott Valley Bank
is the oldest independent bank in California, successfully evolving through many economic cycles to include service areas from the Bay Area to Southern Oregon. High-touch service for businesses and their owners is backed by the Bank’s strength, stability, security and innovative financial services. For more information, visit

Nancy Isaacs
Bell Investment Advisors

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