B2B CFO® Partner Dan Young leads the Exit Planning Dialogue


Media Contacts:
Ania Kubicki or Tobin Ernst
ANGLES Public Relations
480-277-9245 or 480-322-3938
ania@anglespr.com, or tobin@anglespr.com

Monthly series at Weston Hills Country Club Raises the Bar on Conversations about Business Ownership Transfer

FORT LAUDERDALE, Fla. (July 18, 2017) – B2B CFO®, the largest CFO firm in the nation that services small and mid-size businesses, announced today that Dan Young, a partner with the firm, is leading a monthly speaker series at Weston Hills Country Club, Weston, Florida to help local businesses.   The monthly event takes place on the 4th Thursday of every month and attendance is free of charge for qualified business owners.

“I’m honored to have the opportunity to help prepare local business owners for their inevitable exit from the company,” said Young. “It is very exciting to collaborate with other business transition experts, to strengthen the company’s’ success team.”

The most recent speaker series took place on June 22, 2017 and featured a panel of business transition experts who discussed “factors to consider before selling your business.” The panel comprised of G. Todd Silva – Managing Director of Apex Partners, Ian J. Lis – Director at Tripp Scott, and Elliott Starman – CPA, Tax Partner at BDO.   It was moderated by B2B CFO Partner, Terry Eve. The panel addressed a variety of topics including the exit strategy & pre-sale preparation, selecting the right intermediary, the implications of an asset sale versus a stock sale, as well as capital gains tax strategy.

The next event will be Thursday, July 27, 2017, 5:30 PM at Weston Hills Country Club.  It will feature Julie Axelrod – Financial Advisor from Morgan Stanley, discussing “Plan Your Future…Make it Happen!” To register, please contact Dan Young via danyoung@b2bcfo.com or call 954.336.8400.

To find out more about, or to connect with Young, visit www.danyoungcfo.com.

About B2B CFO and B2B Exit

Founded in 1987, B2B CFO is the largest CFO and Business Transition services company in the nation. The firm provides services to privately held businesses. B2B CFO is headquartered in Mesa, Arizona, and has a nationwide presence across the U.S. B2B CFO Partners specialize in providing senior level executive services to growing companies who need assistance in finding solutions to their business challenges. The firm’s motto is: First Direction, then Velocity. Each B2B CFO Professional is a senior level executive averaging 25-30 years of experience. To find out about careers visit http://careers.b2bcfo.com/. For more information please visit www.B2BCFO.com and www.B2BExit.com.

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