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 [email protected].
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 [email protected].
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:
$35 - Columbia Club of NJ Paid Club Member Rate
$70 - Columbia Club of NJ Paid Club Member + 1 Guest Rate (2 people)
$55 - Columbia University Alumni (Non Paid Member Rate)
$65 - All Other Guests