US Member: 

Log in

                GROWTH. TRANSFER. LEGACY.

Message or share this event on LinkedIn:


XPX New Jersey - Pulling the Trigger! How to start the transition process

  • June 19, 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.

Too many times owners deliberate a go-forward plan for months, maybe even years. This focus on deciding the right course for them and the organization could be done with limited consideration for the actual execution of this path. When owners reach a decision on a go-forward plan, what should be their next steps? How do they actually prepare for a transition or an transaction?

Our discussion will cover the many considerations an owner faces when finally deciding to move forward. How should they address their family legacy? What financial audits should be done and how proactive should the company be? Are there tax planning efforts that can be addresses at the very start of the process?

Please join Andrew Finkle, CPA, JD, LLM – Partner, Transaction Advisory Services with Marcum Accountants and Advisors, as he leads our discussion.

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

Copyright XPX Global LLC | Terms-of-Use | Privacy-Policy