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XPX Tri-State: New Jersey - Managing Family Dynamics – The Good, The Bad and The Ugly

  • October 18, 2017
  • 8:00 AM - 10:00 AM
  • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ


  • Applies to a first time attendee to one XPX event. XPX Member Referral Required.

Managing Family Dynamics - The Good, The Bad and The Ugly

The New Jersey chapter is growing and welcoming professional advisors who help business owners plan for a successful exit. As we continue to follow a case study approach addressing all of the various considerations associated with a successful exit, we welcome your attendance at our next meeting.  Our ‘client’ is a partnership that wants to position itself for an exit in two to three years. As with most companies, there are some issues that need to be resolved to make the transition, and ultimate exit, a success.

October’s event will be a round table discussion titled, Managing Family Dynamics – The Good, The Bad and the The Ugly.  Family dynamics can be one of the biggest challenges to a successful exit strategy.  Satisfying the needs of multi-generational owners or siblings can be difficult and complicated.  What steps can be taken to ensure such complications do not derail the sale process?  How can owners prepare the family members for the sale process and what post-sale considerations should be addressed?  How much influence should non-operating family members have on the process? 

This highly interactive session will allow for participation by attendees in a collaborative format.  As an association of experienced advisory professionals for business owners and their companies, we are all focused on delivering the highest level of subject matter expertise to our clients and we would value your expertise and insights. 

We invite you to join us for this exciting event and for the entire series this year!

To make it easy to remember, we’ll always meet on the 3rd Wednesday morning of each month from September through June 2018, so please set up a recurring calendar appointment now so you won’t miss an XPX breakfast!

Click here for the Case Study.


Jonathan Flaks, a Master Certified Coach (M.C.C.)

Jonathan Flaks, a Master Certified Coach (M.C.C.), is a pioneer of the executive coaching movement having been in the profession since 1998. He has facilitated hundreds of individual and team breakthroughs at companies ranging from entrepreneurial ventures and middle-market corporations to global organizations. He has a solid track record for empowering growth-oriented leadership, enhancing high-performance teamwork and repairing challenged relationships.

Jonathan draws from a diverse 30-year business communication and consulting background spanning advertising, brand licensing, media and entertainment and investor relations. He published two works: Income Double - Half the Trouble, and Who Are You, Inc., - Bring Out Your Best In Business.   Click here to read full bio.

Parking Suggestions:

Ann Bank Parking Garage
41 Bank Street, Morristown, NJ


DeHart Street Parking Garage
14 Maple Ave, Morristown, NJ

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