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                GROWTH. TRANSFER. LEGACY.

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XPX New Jersey - Building the Perfect Advisory Team

  • April 17, 2019
  • 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.

Companies should not pursue and execute a transaction without professional support and assistance from experienced advisors. But equally important is the ability for different advisors to work together in support of the end-client’s success. Too often advisors from one profession wander into the discussions for another profession. This just confuses the client as to who is the expert.

This week we will explore who should really be part of the advisory team. Which professions does an owner really need to help move the process to sale. What are some elements or dynamics that create a broken team or a team doomed for failure. What tactics can participants take away that will help them validate that all parties are properly aligned.

Please join us for a discussion lead by a panel of professional advisors all sharing the good, the bad, and the ugly from their experiences. 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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