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.
Join us as we look back on all of the topics we covered in support of our middle market company and discuss what should be their best plan moving forward. There are many considerations for a multi-generational private company to examine and address. Which should be the priority, which should be put on the back-burner. What is the right team of professionals they need to achieve the most successful outcome? We will explore and collectively determine the key priorities for these owners and define a plan of action.
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.
Ann Bank Parking Garage
41 Bank Street, Morristown, NJ
DeHart Street Parking Garage
14 Maple Ave, Morristown, NJ