Business Sales - Maximizing a Once in a Lifetime Event - EPCNNJ Dinner Mtg
ESTATE PLANNING COUNCIL OF NORTHERN NEW JERSEY
DINNER MEETING: March 27, 2019
6:00 PM COCKTAILS, HORS D‘OEUVRES & NETWORKING Place: THE MADISON HOTEL
6:45 PM DINNER BEGINS One Convent Rd, Morristown, NJ
7:15 PM PROGRAM BEGINS 973-457-4639
8:30 PM PROGRAM ENDS
TOPIC: Business Sales - Maximizing a Once in a Lifetime Event
SPEAKERS: William Bartzak of Investment Title
Bernie Leone of Withum Smith and Brown
Jeffrey Wasserman of Mandelbaum Salsburg
Kevin Bodnar of Peapack-Gladstone Bank
MODERATOR: Steven A. Holt, Esq. of Mandelbaum Salsburg
SPONSOR: Brown Brothers Harriman
The EPCNNJ is proud to present a distinguished panel of experts who will tell us about how you and your clients can achieve the maximum financial and personal benefits from a sale of a business, which is for many clients “a once in a lifetime event”.
The program will include comprehensive coverage of topics such as early stage planning when thinking about a sale; what professional advisors should be engaged and when; how the sale should be structured and why; what buyers are looking for; who is (or should be) the buyer and why; and other matters including preparing for due diligence, life after a sale, representations and warranties insurance and pre-sale tax and estate planning.
Our moderator for the program is Steven A. Holt, Esq. of Mandelbaum Salsburg, Roseland, NJ. The panel includes William (Bill) Bartzak of Investment Title, Bernie Leone of Withum Smith and Brown, Jeffrey Wasserman of Mandelbaum Salsburg, and Kevin Bodnar of Peapack-Gladstone Bank. See attached for this distinguished panel’s credentials and areas of expertise.
Panelist Attachment.pdf (51Kb)
You won’t want to miss this great event!
This program has been submitted for approval by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.5 hours of total CLE credit. Of these, 0 qualify as hours of credit for ethics/professionalism, and 0 qualify as hours of credit toward certification in civil trial law, criminal trial law, workers compensation law, municipal court law, and/or matrimonial law.
CFP and CPA continuing education credit will be offered for this presentation.
Lesley Draper
First Vice President
Program Chairperson
No Charge for Members
Guest Fee $75.00
Please respond by Friday, March 22, 2019 Web www.EPCNNJ.org
Email EPCNNJ.Laura@gmail.com
Mail EPCNNJ, Inc.
P.O. Box 855
Bernardsville, NJ 07924
