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BEGIN:VEVENT
DTSTART:20131114T173000Z
DTEND:20131114T190000Z
X-MICROSOFT-CDO-ALLDAYEVENT:FALSE
SUMMARY:Power Hour: Exit Planning Strategies for the Privately Held Business Owner
DESCRIPTION:Workshop: Exit Planning Strategies for the Privately Held Business Owner\n\n\n\nEvent Description\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 their exit strategies.\n\n\n\nDon W David\, CRPC\, CSNA\n\nAs a Merrill Lynch Financial Advisor Don enjoys working with business owners to assist with cash management needs\, investment strategies and Employer Sponsored Retirement Plans.  As a Chartered Retirement Planning Counselor Don also assists individuals in maximizing their retirement savings\, portfolio management and estate planning strategies.  With over 26 years of experience in the financial services industry\, Don has the experience to help each client formulate their financial goals\, develop an investment strategy based on those goals and then monitor the performance of the plan in order to achieve success.\n\n\n\nBrad Congleton\n\n \n\nPracticing in Walton County for 11 years Brad prepares federal and state tax returns for individuals\, Corporations\, LLCs\, Partnerships\, Trusts\, and Not-for-Profits.  Brad also provides complete accounting and payroll for a variety of different businesses including restaurants\, Construction companies\, and Retail Businesses.
X-ALT-DESC;FMTTYPE=text/html:<strong><em><span style="font-size: 14pt\;"><span style="font-family: times\,serif\;"><span style="color: rgb(36\, 64\, 97)\;">Workshop: Exit Planning Strategies for the Privately Held Business Owner</span></span></span></em></strong><br />\n<br />\n<strong><span style="font-size: 12pt\;"><span style="font-family: tahoma\,sans-serif\;"><span style="color: black\;">Event Description</span></span></span></strong><br />\n<span style="font-size: 12pt\;"><span style="font-family: tahoma\,sans-serif\;"><span style="color: black\;">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></span></span><br />\n<br />\n<span style="font-size: 12pt\;"><span style="font-family: tahoma\,sans-serif\;"><span style="color: black\;">There will be a Q&amp\;A session after the presentation is concluded.<br />\n<br />\n<strong>About the Facilitators</strong></span></span></span><br />\n<br />\n<strong><span style="font-size: 12pt\;"><span style="font-family: tahoma\,sans-serif\;"><span style="color: black\;">Stephen Taylor</span></span></span></strong><br />\n<span style="font-family: tahoma\,sans-serif\;"><span style="color: black\;"><span style="font-size: medium\;">Stephen 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 their exit strategies.</span></span></span><br />\n<br />\n<strong><span style="font-size: 12pt\;"><span style="font-family: tahoma\,sans-serif\;">Don W David\, CRPC\, CSNA</span></span></strong><br />\n<span style="font-family: tahoma\,sans-serif\;"><span style="font-size: medium\;">As a Merrill Lynch Financial Advisor Don enjoys working with business owners to assist with cash management needs\, investment strategies and Employer Sponsored Retirement Plans.&nbsp\; As a Chartered Retirement Planning Counselor Don also assists individuals in maximizing their retirement savings\, portfolio management and estate planning strategies.&nbsp\; With over 26 years of experience in the financial services industry\, Don has the experience to help each client formulate their financial goals\, develop an investment strategy based on those goals and then monitor the performance of the plan in order to achieve success.</span></span><br />\n<br />\n<strong><span style="font-size: 12pt\;"><span style="font-family: tahoma\,sans-serif\;"><span style="color: black\;">Brad Congleton</span></span></span></strong><br />\n&nbsp\;<br />\n<span style="font-family: tahoma\,sans-serif\;"><span style="color: black\;"><span style="font-size: medium\;">Practicing in Walton County for 11 years Brad prepares federal and state tax returns for individuals\, Corporations\, LLCs\, Partnerships\, Trusts\, and Not-for-Profits.&nbsp\; Brad also provides complete accounting and payroll for a variety of different businesses including restaurants\, Construction companies\, and Retail Businesses.</span></span></span><br />\n
LOCATION:Chamber Office Santa Rosa Beach
UID:e.885.9019
SEQUENCE:3
DTSTAMP:20260430T152732Z
URL:https://business.waltonareachamber.com/events/details/power-hour-exit-planning-strategies-for-the-privately-held-business-owner-11-14-2013-9019
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