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Clifton, NJ 07013

Community Foundation for the Greater Capital Region Hosts Forum for Family Business Owners and Privately Held Company

Event Date: March 18, 2014

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ALBANY, N.Y., March 5, 2014 – SaxBST’s Stephen L. Ferraro, co-managing partner; Scott M. DeMarco, partner; and Robert Devine, partner, have been named guest panelists at the Succession Planning Forum, being hosted by the Community Foundation for the Greater Capital Region. The program is being held on Tuesday, March 18 from 8:30 a.m. to 11 a.m. at the New York State United Teachers (NYSUT) building, 800 Troy Schenectady Rd., Latham, N.Y.

Ferraro, DeMarco and Devine will join co-panelists Gary Dake from Stewart’s Shops; Elizabeth Miller from Miller Mechanical Services, Inc.; David Nettina from MRC Capital Group; and Daniel P. Nolan from Hugh Johnson Advisors. The interactive discussion will address issues, concerns and solutions for executives of family-owned and privately held companies. Case studies will be highlighted, including those employed in a crisis situation or as a means to address growth and enhance company value.

SaxBST is a multi-disciplinary accounting, tax and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit and governmental entities, law firms and high-net-worth individuals throughout the New York tri-state area. SaxBST is the outgrowth of a January 2014 merger between two of the area’s most prominent accounting firms, Bollam, Sheedy, Torani & Co. LLP (BST) based in Albany, N.Y. and Sax Macy Fromm & Co., PC (SMF) based in Clifton, N.J. In addition to its Upstate New York and Northern New Jersey offices, the company has offices in New York City.

The Succession Planning Forum is free and open to all family-owned businesses and privately held companies, regardless of industry. For more information or to pre-register, call (518) 446-9638 or email mderosia@cfgcr.org.


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