Workshop: Exit Planning Strategies for the Privately Held Business Owner
Event Description
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 their exit strategies.
Don W David, CRPC, CSNA
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. 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.
Brad Congleton, CPA
Practicing 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.
Event Description
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 their exit strategies.
Don W David, CRPC, CSNA
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. 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.
Brad Congleton, CPA
Practicing 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.
Workshop: Exit Planning Strategies fo...
Date and Time
Tuesday Nov 19, 2013
11:30 AM - 1:00 PM CST
Tuesday,November 19, 2013
Time: 11:30 AM - 1:00 PM
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Time: 11:30 AM - 1:00 PM
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Location
Santa Rosa Beach Chamber Office
Fees/Admission
Free
Contact Information
850-267-0683
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