Nauman Smith and Simon Lever to Host Event – Beyond the Documents and Dollars: Dealing with the Emotions of Business Succession Planning

Posted On On: April 18, 2016 Categories Filed Under: Member News

Harrisburg, PA – Planning for the succession of a business is never an easy topic, especially for family or other closely held businesses.  It can be a stressful and emotionally draining experience.  Accountants, attorneys, and business advisors are often involved in the succession planning efforts, and frequently find they are helping clients manage the emotional aspects as well as the business, legal and financial issues.

On Tuesday, May 17, 2016, from 8:00 to 9:30 a.m. Nauman Smith and Simon Lever will host a panel discussion at the West Shore Country Club in Camp Hill titled, Beyond the Documents and Dollars: Dealing with the Emotions of Business Succession Planning.  The event provides a unique opportunity to learn how to navigate the complex succession planning process, including how to handle the difficult discussions that inevitably arise.  The session will feature a panel of legal, financial and business experts:

  • Michael Mitchell, MBA, Executive Director of the High Center for Family Business, Elizabethtown College
  • Marlin E. Benedict, CPA, Senior Executive Partner, Simon Lever LLP
  • J. Stephen Feinour, Esq., Partner, Nauman, Smith, Shissler & Hall, LLP

The panel discussion will be moderated by Linda Goldstein, Vice President and COO, Capital Region Economic Development Corporation.  Together, they will guide you through the challenges and give you the confidence and assurance you need to successfully carry out the business succession process.

To register, contact Karen Gagne at 717-236-3010, ext. 28, or klgagne@nssh.com by Friday, May 13.

Dating back to 1871, Nauman Smith has built long standing relationships through successful service to its business clients in an ever-changing legal environment. The firm maintains an office at 200 North Third Street in Harrisburg.  For more than 60 years, Simon Lever has provided accounting and auditing, tax compliance and consulting, and management advisory services, including payroll services.  Its Harrisburg area office is located at 342 N Front Street in Wormleysburg.

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