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EVENT DETAILS


XPX New Jersey - Moving Closer to a Sale? What Estate Planning Techniques Can Help Owners Keep What They Have Earned?

  • March 21, 2018
  • 8:00 AM - 10:00 AM
  • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

Registration

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

Meeting cancelled due to inclement weather.

Special Note:

At the start of this month’s meeting, we will include the opportunity for all participants – members and guests – to introduce themselves and share their background for working with middle market business owners for the sale of their business.

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.

What long term estate planning techniques should the owners of Murphy’s Metal Manufacturing consider for their personal situation? With every owner having his/her own family dynamics (which we covered earlier in the year), the ideas need to be custom and specific. What are the benefits of these techniques and how difficult are they to implement?

Adam Grenker of Fox Rothschild will discuss some estate planning ideas that the family members should consider. With each owner have unique family “dynamics”, there are various consideration to cover. Adam Grenker is a trust and estate attorney specializing in estate planning techniques for high net worth individuals and business owners.

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 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.

Parking Suggestions:

Ann Bank Parking Garage
41 Bank Street, Morristown, NJ

OR

DeHart Street Parking Garage
14 Maple Ave, Morristown, NJ


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