Mark Kandarian - Insurance - Asset Protection, Retirement & Exit Plan Solutions

Profession	Insurance

Specialty	Asset Protection, Retirement & Exit Plan Solutions

Group	OCM [EC]

Business Name	Succession-Retirement Strategies & Solutions, Inc

Title	Exit Planner for Business Owners

Address	4695 MacArthur Court 11th Floor Newport Beach, CA 92660-1882

Work Phone	(949)296-8356 x83

Fax	(949)296-8356

Web Site	www.Succession-Retirement.com

Linked In	View Profile


Member 1-Sheet	Click to view
Member Since	8/2006

At SRSSI we function as Business Owner Insurance Specialists. Representing advisors and their clients as brokers for virtually any carrier, we explore the generally accepted mundane aspects of LDL (not the bad cholesterol), but Life, Disability and Long-Term Care insurance optimizing the additional underlying strategic benefits enabling our business owner clients to enjoy a successful exit from their business. Every Business Owner will at some point exit their business … voluntarily or otherwise. We harness these basic tools honing them to attain the same strategic benefits as Fortune 500 companies have enjoyed for decades.

Focusing on the proven, Seven Step Process from the Business Enterprise Institute (BEI) for the business owner’s successful Succession, Exit or Transition from their business, we are effective at assisting our business owners successfully attain their goals and move into the next phase of their lives -- whatever, whenever and wherever that may be.

Business Enterprise Institute’s
Seven-Step Exit Planning Process™

Step One - Setting Exit Objectives
Step Two - Determining Value/Price
Step Three - Preserving, Protecting and Promoting Value
Step Four - Converting Business Value to Cash
Step Five - Selling the Busines for a note Step Six - Contingency Planning for Business
Step Seven - Wealth Preservation Planning

Top 5 reasons Advisors refer and Clients engage Us

1. Business Owner wants to start developing their 3-10 year SET (Succession, Exit and Transition) Plan from their business. Including:
a. Retirement Needs analysis
b. Business Valuation study
c. Strategies to maximize after-tax sale proceeds of business
d. Strategies to transfer the business to “insiders” or “outside” buyers
e. Contingency planning for the business and family
f. Minimizing the taxes and timing of the transfer
g. Family Wealth planning

2. Business Owner wants to develop a program to selectively Reward, Motivate & Retain Key Employees (beyond the 401k and profit sharing plan)
3. Business Owner wants to establish or review their Buy-Sell Arrangement provisions (including valuation methods and triggering events)
4. Business Owner wants to establish or improve their corporate Retirement Plan (401k, Profit Sharing, Defined Benefit, 412i, etc.)
5. Business Owner wants to review their personal or corporate insurance; life, disability and long-term care programs to make sure they are efficient and up to date.

Owners of Primarily Southern California privately held businesses. They have or are being encouraged by their trusted advisors to begin NOW, to develop or to review a SET (Succession, Exit or Transition) Plan from their business with consideration for the contigencies of both a voluntary or involuntary exit.
Exit planning is generally industry agnostic so we engage with advisors and their clients in all segments.
They should be:
Private or closely held, Profitable &
Proactive

privately held:
Business or Enterprise values/revenues:
$1,500,000-$150,000,000
Manufacturing and Distribution privately hled:
$3,000,000-$175,000,000

Succession, Exit & Transition Planning is truly industry agnositic as all business owners will in fact exit their businesses one way or another, either voluntarily or otherwise.
Manufacturing, Distribution, Real Estate, Construction, Service companies, Hi Tech and Bio Tech/Med privately held

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Member 1-Sheet	Click to view


Charities	NationalCASA.org FacingForward.org OC Community Foundation


Speaking/Teaching Experience	CPA-CPE'/Attorney MCLE's I-CBC.org USC Marshall Bus. School


Organizations	ACG Orange County - Board of Directors

Irvine - Insurance

Specialties: Asset Protection, Retirement & Exit Plan Solutions