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.
Employees are critical to any organization for efficiency, core knowledge and customer relations. With the current unemployment rate at a record low, companies must be creative to continue to incent and motivate employees. What vehicles are available to business owners to achieve employee incentives without jeopardizing the financial stability of the organization? What are the typical structures used for family members vs non-family members?
Employee Stock Option Plans can offer a company’s owners significant succession planning and wealth creation benefits while rewarding employees. Many times, using an ESOP can produce better financial results to the organization than private equity funding. Where does it make sense to explore the use of an ESOP? What changes have occurred that make using an ESOP more attractive today?
Please join us with a discussion led by John Vitucci, a Principal with PKF O’Connor Davies, LLP and Harvey Katz, Partner with Fox Rothschild LP, as they share their professional experience with all of us. 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!
About John:
John N. Vitucci is a Principal in the Employee Benefits Services Practice at PKF O’Connor Davies and has more than 30 years of experience working with Fortune 500 corporations and investment banks in all areas of employee benefits, executive compensation and ERISA. John is currently an adjunct professor at Columbia University where he teaches Pensions & ERISA and Oral Communications for Actuaries in the Actuarial Master’s Program. John has implemented ESOPs at over 100 Fortune 500 companies and at many private companies.
Parking Suggestions:
Ann Bank Parking Garage
41 Bank Street, Morristown, NJ
OR
DeHart Street Parking Garage
14 Maple Ave, Morristown, NJ
