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                GROWTH. TRANSFER. LEGACY.

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XPX New Jersey - Transitioning to Outside Buyers

  • January 16, 2019
  • 8:00 AM - 10:00 AM
  • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ


*** Unique to this meeting***

We encourage you to invite a young associate from your organization to join you at this event, at no charge!  Look like a hero! Introduce a young colleague to our group and allow them to learn firsthand the right steps to take to be successful. Open to members only.

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. 

Strategic buyers are become more active in pursuing acquisitions to accelerate growth, access new technologies and gain market share.  Sellers must be aware of current market shifts and understand how their organization are positioned.  Equally this can influence the direction of current operations and growth, in anticipation of a future sale. 

We will explore many elements to the current market environment.  How should sellers react when approached by outside buyers?  What ways can the transaction be customized to the specific organization and how much leeway does the seller have?  Finally, what steps can a seller take to maximize value during the process? 

Please join us with a discussion led by David Shea, Managing Director of Copper Beech Ventures, LLC as he shares his 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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