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                GROWTH. TRANSFER. LEGACY.

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XPX New Jersey - Defining Success: Exploring the Owner’s Objectives in a Transition

  • September 26, 2018
  • 8:00 AM - 10:00 AM
  • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ


Our first meeting of the year revolves around planning for a successful transition. The first step in the process is defining and clarifying the owners’ vision of success, which can be difficult for the advisor to pull out of the client at times. In this session, Lisë Stewart, the Managing Director of the EisnerAmper Center for Family Business Excellence will provide vivid examples and helpful tips for effectively engaging with this often-reluctant client. Lisë draws upon her 30+ years of experience, using case studies, humor and a hands-on, practical approach to working with family-owned and closely held businesses. Her goal is to help her fellow professionals to develop trusting relationships that will motivate clients to take action.

Lisë Stewart is the Director of the Center for Family Business Excellence within the Private Business Services Practice of Eisner Amper. Lisë has significant experience in organizational development, strategic planning and training, and human performance management. A popular and nationally recognized speaker, Lisë is well known for her advocacy and training for, privately held businesses. She offers case studies, humor and practical, no-nonsense advice to make her information accessible and realistic for clients and participants. Her training is in organizational psychology and small business, and she is the author of numerous articles on organizational and individual effectiveness, and business sustainability. Additionally, Lisë has been a keynote speaker on topics pertaining to small business nationally and internationally for over 25 years, and has been featured in O (The Oprah Magazine, Entrepreneur and Forbes.

Parking Suggestions:

Ann Bank Parking Garage
41 Bank Street, Morristown, NJ


DeHart Street Parking Garage
14 Maple Ave, Morristown, NJ

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