Financial Statements 101: Lessen Tax
& Maximize Valuation

LONG ISLAND CHAPTER EVENT

Financial Statements 101: Lessen Tax
& Maximize Valuation


  • Learn what your financial statements say
  • Explain your financials to potential buyers
  • Understand what goes into calculating value

 

Learning Objectives:

  • Be able to read and understand your company’s financial statements
  • Knowledgeably explain what potential buyers are reading, including where the challenges are
  • Know what to consider in how financials are presented

 

About the Presenter:

Hear from industry expert Paul Strohmenger on lessening tax and maximizing value

Meet the Presenter

 

Registration is free. Thank you to our sponsors:

BNY mellon wealth management plus Business owner advisory council logo

About our Sponsors

The EPI Long Island Chapter is sponsored by Nettle Bay Partners, BNY Mellon, and the Business Owners Advisory Council of Long Island.

 

 

This meeting will be held at BNY Mellon.

Address: 1001 Franklin Avenue, Garden City, NY 11530

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPILongIsland.com.

About the Presenters


Paul Strohmenger

Paul Strohmenger

CPA/CFO

Paul Strohmenger, CPA, is a seasoned financial and management professional with broad experience advising companies and organizations of all sizes and in many industries. For the past 25 years, Paul has been the Managing Partner of Nettle Bay Partners, a company he founded to provide financial management services to clients in healthcare, technology, distribution, transportation, services, BtoC online services, and engineering among others. Nettle Bay Partners acts as a company’s outsourced chief financial officer, helping his clients achieve maximized company valuations in the sale of the business, profitability and cash flow improvements, M&A, capital raises, international expansion, and start-up of operations through improved business processes, organization optimization, financial reporting and analysis, budgeting and planning.

Paul’s involvement in financial management services began during his 10 years with Deloitte, where in addition to client services, he was a member of the firm’s leadership teams as a National Industry Specialist in both its Healthcare and Banking Practices sectors. His healthcare clients included Columbia-Presbyterian Medical Center and NYU Medical Center while his banking clients included JP Morgan and Bank of NY. As an adjunct professor in the School of Management at the CW Post campus of Long Island University, Paul teaches graduate and undergraduate courses in finance and accounting. Committed to helping others in his profession, Paul is a member of both the Healthcare and Chief Financial Officers committees of the New York State Society of Certified Public Accountants, NYC chapter. He is a member of the CFO committee of the Long Island Chapter of Financial Executives International.

Paul is also deeply invested in helping the community. He is co-founder of the Victims Impact Panel of the Nassau County Probation Department. The panel provides a forum for victims to tell their personal stories of how their lives were forever changed by the actions of drunk or impaired drivers. He is also co-founder of the Hewlett Woodmere Education Foundation and former Chairman of the Finance Committee of the Hewlett-Woodmere School Board. In recognition of his achievements, Paul was awarded CFO of the Year by Long Island Business News. Paul is a tri-athlete and distance swimmer.


Continuing Education


One (1) CPE hour

One (1) CFP credit (pending)

 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.