Succession Strategies

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Rachel Owens is a business consultant with over 20 years experience in financial services. She has helped hundreds of family and closely held businesses in a variety of areas, including succession planning, employee benefits, retirement planning, and estate planning. In June 1997, she earned the professional designation of Family Business Specialist from the American College. This designation recognizes the unique needs of family-owned businesses. Her specialization in family-owned businesses began in 1994, when she helped found the Family Business Council at California State University, Fullerton. In 2000, she received the Small Business Administration's "Women in Business Advocate of the Year" award. She currently serves on the board of the Small Business Financial Development Corporation (SBFDC). The SBFDC is a community resource for business capital for Orange County small businesses. Rachel is a curriculum advisor for the University Extended Education Programs at California State University, Fullerton, and is a published author and lecturer on succession planning. She is a founding member and serves on the board of the National Association of Women Business Owners (Orange County Chapter). Rachel holds a BA from the University of California, Irvine. Phone 714-560-9022 • Fax 714-560-0422 • Rachel@succession-strategies.com Bill Sornstein has been a financial services professional since 1977 and is a specialist in the area of qualified retirement plans. He founded Benefit Plan Services (BPS) in 1981. BPS provides administrative and consultative services for pension and profit sharing plans of closely held businesses. Consulting with family and closely held businesses for over 20 years, he has assisted clients with succession planning, estate planning, and retirement planning. As co-founder of Succession Strategies, he enjoys working with family issues as they relate to the ongoing health and success of the business. His experience includes leading seminars and workshops, strategic planning, and facilitating family meetings. He has also published articles on succession and retirement planning. Bill received his BA in economics from Pomona College (Claremont, CA) in 1977. Phone 714-560-1679 • Fax 714-560-0422 • Bill@succession-strategies.com

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