ACG San Diego April BrownBag: How Much Do You Need from the Sale of Your Company?


Event Details


April 9, 2019 11:30 AM - 1 PM PDT

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April BrownBag: How Much Do You Need from the Sale of Your Business?

Program Description

As a business owner has the thought of selling your business crossed your mind? Do you know what your business is worth and what it needs to be worth for you to be able to sell? Do you understand how the exit option you choose and the timing impact business value? Are you aware of the taxes involved and your options to reduce them? There are a lot of moving parts to determining how much you need to exit and getting to the point where you can actually create the liquidity event to reach your goals. Looking for some initial answers and direction? ACG San Diego invites you to attend its Brown Bag "How much do you need from a sale."
We will discuss and focus on the following topics:
  • Retirement income: core capital versus excess capital and how to determine the amounts
  • Business value: how to determine current value and target value for an exit
  • Gross vs net proceeds: how taxes and fees impact how much you get to keep
  • Contingency planning: how to deal with roadblocks along the way
  • The process: how to tackle the planning process
April's BrownBag has great information for for Business Owners and C-Level Execs and Advisors working with business owners.


  • William (Bill) Super, CPA, MS Tax, PFS, AEP - Owner, William Super CPAs & Consultants
  • Paul Johnson - Partner, Procopio
  • Ryan Mitchell, CAIA® - Vice President, BNY Mellon Wealth Management
  • Brett Pernicano CFA, CFP®, CDFA®, ChFC®, CLU® - Lead Advisor, Dowling & Yahnke


  • ACG Members & Sponsors: $20
  • Non-Members: $30
Includes boxed lunch.
For more BrownBag info:
Please contact Leo Klijn/BrownBag Chair at, or 858-231-2393 or John Henberger/BrownBag Chair at 760-635-1199 or 760-271-5541.
ACG SD Questions:
Please contact Executive Director Judy Susser-Travis, CMP, CMM at or 619 741 7247.
Please note: Your registration for this event acts as an audio/video release and includes your permission for ACG San Diego to use your image and comments captured on audio, video or photographic formats while attending the event for marketing and promotional purposes. For further information please contact: Judy Susser-Travis - ACG San Diego Executive Director at or 619 741 7247.


William Super

William (Bill) Super, CPA, MS Tax, PFS, AEP

William Super CPAs & Consultants

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.

Paul Johnson

Paul Johnson


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

Ryan Mitchell, CAIA®

BNY Mellon Wealth Management
Vice President

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.

Brett Pernicano

Brett Pernicano CFA, CFP®, CDFA®, ChFC®, CLU®

Dowling & Yahnke
Lead Advisor

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.

Hosted by: ACG
San Diego