Business Succession Planning


Date and Time
Thursday, September 12, 2019
6:00pm— 9:00pm
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Location
Sax LLP Office
855 Valley Rd
3rd Floor
Clifton, NJ 07013
United States
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Who's coming

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Joshua Chananie, CPA, Sax LLP and Stuart Berger, CPA, Sax LLP

Please join us on Thursday, September 12, 2019 as we discuss business succession planning and the appropriate steps to having a successful exit strategy in place.  Joshua Chananie and Stuart Berger, Partners at leading accounting, tax and advisory firm Sax LLP will lead the presentation and shed light on developing succession plans now that will ensure a successful business transition later.

Topics will include:

  • Why Succession Planning is Important
  • The Process of Succession Planning
  • How to Identify Potential Successors
  • How to Position Companies for Transition

About Our Speakers:

Joshua Chananie, CPA is a Partner at Sax LLP and focuses on advising business owners in the key areas critical to their success.  With more than 15 years of experience, Josh concentrates on shareholder agreements, profitability, succession planning, financial strategy, operational efficiencies, risk management and tax challenges.

He can be reached at jchananie@saxllp.com.

Stuart Berger, CPA is a Partner at Sax LLP and for more than 30 years he has provided industry-specific tax and advisory services with a special emphasis on helping family-owned businesses realize their full profit potential and maximize tax benefits.

He can be reached at sberger@saxllp.com.


Event Details:

Date: Thursday, September 12, 2019
Time: 6 pm - 9 pm
Location: Sax LLP Office, 3rd Floor, 855 Valley Road, Clifton, NJ 07013
Parking: Free parking is available on premises.


Agenda:

  • 6:00 pm - 7:00 pm Dinner and Networking
  • 7:00 pm - 7:15 pm Club Business and Introductions
  • 7:15 pm - 8:30 pm Program and Q&A
  • 8:30 pm - 9:00 pm More Networking


Ticket Pricing
: (Scroll down to purchase tickets)

$35 for Supporting Member*

$70 for Supporting Member with 1 Guest

$55 for Basic Member* - See Special Opportunity below

$65 for all other guests

*A SUPPORTING (Dues Paying) WCNJ MEMBER: Any Wharton or University of Penn alum who is a dues-paying member in one of the following categories:

  • New Graduate (1st Year after Graduation) or Current Student
  • Young Alum (between 1 and 5 years after Graduation)
  • Standard 1-Year Member
  • Standard 2-Year Member
  • Dual WCNJ-Penn Metro Club of NJ Member
  • Dual WCNJ-Wharton Health Care Management Alumni Association Member

*A BASIC WCNJ MEMBER: Any Wharton or University of Penn alum living or working in New Jersey who is a non-dues-paying member.

 

Supporting Members are always welcome to invite a Basic Member (a Wharton or UPenn alum who has never attended an event before) as their guest for FREE. Contact Admin at whartonnjclub@gmail.com to register your guest. To learn more, please click on membership information and membership benefits.

 

SPECIAL OPPORTUNITY FOR BASIC MEMBERS:

If you are currently a non-dues-paying member (Basic Member) and if you become a dues-paying member (Supporting Member) within a week of attending this event (by 9/19/2019) we will refund the premium that you paid ($20) as a thank you. As a supporting member, you can take advantage of other Club activities (e.g., Leads Councils, Speakers’ Bureau, special interest groups like Wharton NJ Women) that are only open to Supporting Members.

 

To become a Supporting Member: CLICK HERE

 

Our Refund Policy

 

By registering for this event, I give permission for WCNJ to use any photographs or videos of me taken at the event on its website, social media or in promotional materials without compensation. I understand that WCNJ or its members own the copyrights to all photographs and video taken at the event.

 


Register

Purchase Tickets

Supporting Member with 1 Guest
$70.00
Business Succession Planning Event
All Other Guests
$65.00
Business Succession Planning
Basic Member - Graduate of Wharton/Penn
$55.00
Business Succession Planning Event
Supporting Member (dues paying member)
$35.00
Business Succession Planning Event
Map & Directions

Sax LLP Office

855 Valley Rd, 3rd Floor, Clifton, NJ 07013, United States,
by public transit by car by bike Walking