ACG San Diego October BrownBag: How Much Do You Need From a Sale?

Bill is the owner of William Super CPAs & Consultants and focuses on proactive planning for closely-held and family businesses and their owners, high net worth individuals and families, executives and real estate investors. He addresses the planning needs and opportunities for his clients including estate and charitable planning, family business succession planning, business exit planning, strategic planning and building business value. He is also an expert in all areas of tax from estates and gifts, partnerships, C and S Corporations; as well as mergers & acquisitions, and real estate deal planning. Professional Activities include: Association for Corporate Growth (ACG) and its Private Company Forum Committee; President of the North County Estate Planning Council-San Diego; STAR, Strategic Trusted Advisor Roundtable, along with various charitable organizations. He graduated from the University of Virginia with a BS in Accounting, and earned a MS in Taxation from Golden Gate University. He loves the beach, bodysurfing and hiking with his wife, Glenda, after moving down from Seattle in 2008.

Brett Pernicano is a Lead Advisor at Dowling & Yahnke, an independent, fee‐only registered investment advisor. Since 1991, Dowling & Yahnke has provided time-tested, objective financial planning advice and investment management services designed for the financial health of its clients. Located in San Diego, California, the Firm manages approximately$4 billion for more than 1,000 clients, primarily individuals, families, and nonprofit organizations. Dowling & Yahnke has been nationally recognized by The Wall Street Journal, Forbes, Barron’s, Bloomberg Magazine, and Worth.

Paul Johnson is the co-chair of Procopio’s M&A and Strategic Joint Ventures Team. He helps entrepreneurs and their investors get companies formed, funded and sold, including initial formation of corporations and LLCs, negotiation of seed, early and mid-stage equity financings and buy and sell-side mergers and acquisitions. Paul is also adept at venture capital investments, public and private securities offering and compliance and general business counseling. Paul has also counseled some of San Diego’s most successful companies in Securities and Exchange Commission compliance and general corporate governance.

Ryan Mitchell, CAIA ® is a Wealth Manager with 18 years of experience in developing and managing customized investment portfolios, as a fiduciary, to help his clients meet their unique goals. Ryan also develops thoughtful strategies for his HNW/UHNW clients, in the areas of estate and succession planning, tax minimization, charitable giving and credit. His practice at BNY Mellon primarily focuses on exit planning for middle market business owners, where he helps them successfully navigate the transition from entrepreneur to investor.