In an up-close look at what it takes for a business owner to successfully exit from his or her company, ACG New York’s “The Art of the Exit Strategy” dinner March 18 will feature a serial entrepreneur, psychiatrist and business advisors.
The event, being held on Long Island at Carlyle on the Green in Bethpage State Park, will be attended by business owners, corporate executives, private equity investors, investment bankers, commercial lenders and transactional advisors.
“We are calling exit strategy an ‘art’ because there is much more to it than meets the eye,” says Barry Garfield, who heads ACG New York’s Long Island Network and also is regional managing partner for Baker Tilly Virchow Krause.
Panelists include Jesse Giordano, a VP and financial advisor at Morgan Stanley Wealth Management’s 360 Group in Great Neck, NY, which works exclusively with business owners; Dr. Arnold Levy, MD, a psychiatrist whose patients include numerous business owners; and Harry Armon, president, ARCAP Partners, president of ARCAP Partner, a Jericho, NY, estate, retirement and succession-planning firm and also one of the managing partners of Timeless Hospitality Group. Moderators include James D. Garbus, Esquire, a member of the Garden City, NY-based law firm Meyer, Suozzi, English & Klein, who chairs the firm’s Corporate Law Department and co-chairs its Corporate Finance Practice; and Lori Catapano, CPA, an audit partner in the New York regional offices of Baker Tilly whose experience includes employee benefit plan audits, including defined contribution plans and ESOPs.
The dinner event, open to ACG New York members and the public, begins at 6 p.m. with registration, networking and dinner, followed at 7:15 p.m. by the panel with Q&A, and concluding at 8:30 p.m. with coffee and dessert. The admission fee for ACG members is $100 and for non-members, $125.