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                GROWTH. TRANSFER. LEGACY.

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XPX New Jersey - Transitioning to Insiders: Family Business Planning and Business Continuity

  • November 14, 2018
  • 8:00 AM - 10:00 AM
  • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ


The New Jersey chapter is growing and welcoming professional advisors who help business owners plan for a successful exit. As we continue to examine many of the different planning considerations and decisions an owner needs to face, our members participate in this interactive discussion. We welcome your attendance at our next meeting.

Most owners contemplate and struggle to decide on the timing associated with transferring ownership to their next generation of owners. Although many advisors encourage planning early, there are multiple considerations an owner needs to go through before acting. How should owners think about family ownership for members active within the business versus those who do not work with the company? How should an owner weigh the current company demands when contemplating transferring leadership to family members or non-family members?

With ever changing tax laws, what are the best mechanism to make family transfers? What methods are most tax efficient but do not eliminate the operating control the owner maintained over the past decades? How does specific trust structures help in this process?

Please join us with a discussion led by Ed Mooney, Family Wealth Strategist with BNY Mellon and Adam Buchwalter, Attorney with Wilson Elser, as they share their professional experience with all of us. 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 2019, so please set up a recurring calendar appointment now so you won’t miss an XPX breakfast!

Parking Suggestions:

Ann Bank Parking Garage
41 Bank Street, Morristown, NJ


DeHart Street Parking Garage
14 Maple Ave, Morristown, NJ

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