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DTSTART:20131105T123000Z
DTEND:20131105T140000Z
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SUMMARY:Workshop: Exit Planning Strategies for the Privately Held Business Owner
DESCRIPTION:Exiting your business is a process\, not an event!\n\n\n\nThe 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.  \n\n\n\nThere will be a Q&A session after the presentation is concluded.\n\n\n\nAbout the Facilitators\n\n\n\nStephen Taylor\n\nStephen 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.\n\n\n\nLorraine R. Nagy\, CPA\n\nLorraine 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.\n\n \n\nCindy Fremont\n\nFinancial 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.\n\n\n\n \n\nPatrick Ball\n\nPatrick 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.
X-ALT-DESC;FMTTYPE=text/html:<span style="color: rgb(165\, 42\, 42)\;"><span style="font-size: 14px\;"><strong>Exiting your business is a process\, not an event!</strong></span></span><br />\n<br />\n<span style="font-size: 12pt\;">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&rsquo\;s wealth.&nbsp\; </span><br />\n<br />\n<span style="font-size: 12pt\;">There will be a Q&amp\;A session after the presentation is concluded.<br />\n<br />\n<strong>About the Facilitators</strong></span><br />\n<br />\n<span style="font-size: 14px\;"><strong>Stephen Taylor</strong><br />\nStephen is a partner at B2B CFO&reg\;\, the nation&rsquo\;s largest CFO firm serving the owners of emerging and mid-market companies.&nbsp\; Stephen helps business owners get and keep more cash in their business.&nbsp\; He also helps owners of privately held business plan and execute exit strategies.<br />\n<br />\n<strong>Lorraine R. Nagy\, CPA</strong><br />\nLorraine Nagy is a certified public accountant and regional manager for Brenner Accounting Services (BAS).&nbsp\; 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.&nbsp\; 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.&nbsp\; She specializes in small business accounting.<br />\n&nbsp\;<br />\n<strong>Cindy Fremont</strong><br />\nFinancial Advisor with Edward Jones.&nbsp\; We deliver tailored advice\, guidance and service to individual investors and business owners through trusted personal relationships and a high level of personal service.&nbsp\; We help clients define and achieve their financial goals in a dynamic and personalize process of understanding\, analysis\, action and review.<br />\n<br />\n&nbsp\;<br />\n<strong>Patrick Ball</strong><br />\nPatrick Ball is President &amp\; 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.&nbsp\; 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.&nbsp\;<br />\n&nbsp\;<br />\n&nbsp\;<br />\n&nbsp\;<br />\n&nbsp\;<br />\n&nbsp\;<br />\n&nbsp\;</span><br />\n<br />\n
LOCATION:Hanover Chamber 146 Carlisle St. Hanover\, PA 17331
UID:e.1500.518
SEQUENCE:3
DTSTAMP:20260408T170516Z
URL:https://business.discoverhanoverpa.org/events/details/workshop-exit-planning-strategies-for-the-privately-held-business-owner-11-05-2013-518
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