ACG NJ Monthly Breakfast Meeting, March 15, 2016

Creating a strategy to successfully transition or exit a business requires well-thought out planning; and the earlier the better. There is no “single solution.”

Understanding and considering the wide range of possible options to this important and complex issue requires diligence to find the best solution for you and your firm. It’s not enough to “just” select people already in the organization, family or not, who could “probably” do the job; or, to exit without trying to ensure effective performance and continued success.

Please join us as our highly experienced panelists share their diverse perspectives, real-life anecdotes, and myriad options and broad range of possibilities, each with its own benefits and disadvantages, on which they’ve advised their clients. 

Panelists
Domenick Celentano, Assistant Clinical Professor, Department of Marketing and Entrepreneurship, Silberman College of Business, Fairleigh Dickinson University

Robert F. Coyne, Esq., Director, Corporate Law, Gibbons, P.C.

Jordan Glatt is with Free All Media

Larry Kaplan, Managing Director & Founder, CSG Partners, LLC

John Willert, Principal, Capital Partners, Inc.

Moderator
Philip Roberts, Wealth Advisor, Round Table Wealth Management