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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Visitors often inquire about the Hanover Historic District, which is known for its over 2600 mid-19th to mid-20th-century buildings.
In Hanover, Pennsylvania, history enthusiasts can enjoy a journey through time with visits to the Hanover Area Historical Society Museum, which showcases the town’s rich past; the Warehime-Myers Mansion, a beautifully preserved example of early 20th-century architecture; and the Neas House, one of the oldest surviving structures in Hanover, offering a glimpse into the life of the 18th-century Pennsylvania German settlers. These historical landmarks provide a captivating window into Hanover’s heritage and are a must-visit for those looking to experience the town’s historical charm.
In addition to Codorus State Park and Hickory Falls, Hanover is also known for the Snack Town Street Fair, a vibrant festival celebrating the town’s snack food heritage with craft vendors, food, and entertainment, created in partnership between the Hanover Area Chamber of Commerce and Utz Brands
Hanover provides a rich historical experience with tours like the Civil War Ghosts of Gettysburg Tour and the Spirits of Jennie Wade Ghost Night Tour in nearby Gettysburg.
Hanover, Pennsylvania, is renowned as the Snack Food Capital of the World, home to iconic brands like Utz Quality Foods and Snyder’s of Hanover, which are part of the Campbell Snacks portfolio.
Dolphin & Anchor Pub: Located in the heart of Hanover, they offer traditional beer styles with a twist.
Fat Bat Brewing Company: A local brewery started by a beer-loving brother and sister team, known for their craft beer selections.
Lydian Stone Brewing Company: A nano brewery offering a variety of craft beers, from the light or malty to the hoppy or stouts; and, plenty of conversation.
The Borough office at 44 Frederick St, Hanover has everything you will need to find your way around Hanover.