Workshop: Exit Planning Strategies for the Privately Held Business Owner
Exiting your business is a process, not an event!
The presentation will focus on the importance of exit strategy planning and how that planning can play an integral part in preserving the business owner’s wealth.
There will be a Q&A session after the presentation is concluded.
About the Facilitators
Stephen Taylor
Stephen is a partner at B2B CFO®, the nation’s largest CFO firm serving the owners of emerging and mid-market companies. Stephen helps business owners get and keep more cash in their business. He also helps owners of privately held business plan and execute exit strategies.
Lorraine R. Nagy, CPA
Lorraine Nagy is a certified public accountant and regional manager for Brenner Accounting Services (BAS). She operates the Hanover branch of BAS Tax and Accounting, and has over 25 years experience assisting individuals and business owners with all their tax and accounting needs. Her areas of expertise include all aspects of income taxes, business taxation, financial statements, accounting systems, estate, trust and retirement planning, and general business consultations. She specializes in small business accounting.
Cindy Fremont
Financial Advisor with Edward Jones. We deliver tailored advice, guidance and service to individual investors and business owners through trusted personal relationships and a high level of personal service. We help clients define and achieve their financial goals in a dynamic and personalize process of understanding, analysis, action and review.
Patrick Ball
Patrick Ball is President & CEO of CTY Consulting Group, LLC and a Partner in CTY Capital, a locally owned and funded private community investment firm designed to give local business owners a local option as it relates to succession planning. CTY Capital partners with the community-minded business owner in order to help transition them out of their business, at the pace they desire, with the objective to ultimately shift ownership to an ESOP, management buyout or other local owner.
Date and Time
Tuesday Nov 5, 2013
7:30 AM - 9:00 AM EST
Fees/Admission
Class size is very limited.
Members: $25/person
Non-Members: $35/person
Refreshments will be provided.
Contact Information
637-6130 or office@hanoverchamber.com
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