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  • Exit Planning Exchange
Exit Planning Exchange
May
15

XPX New Jersey - Post Acquisition Disputes and What They Can Teach Us For Next Time

Details

Date & Time

Wed, May 15th, 2024 ⋅ 8:00am - 10:00am (EDT)

Location

Park Ave Club, 184 Park Ave, Florham Park, NJ 07932

Tickets

New Jersey & Tri-State Members
$0.00
Non-members (Early Bird through 5/12)
$60.00
Non-Members Regular Fee
$75.00
Non-Members Same Day Registration/Walk-in Fee
$90.00
Other Chapter Members (Early Bird through 5/12)
$55.00
Other Chapter Members Regular Fee
$70.00
Other Chapter Members Same Day Registration/Walk-In Fee
$80.00
Guests

Registrants

25 people attended
AM
BL
Michael Givner of IMG Business Advisors is a member of XPX New Jersey
RB
Kent Schwarz of Becker LLC is a member of XPX New Jersey
+20
A panel of experts will discuss post-acquisition disputes, how they develop and what could have been done prior to closing to prevent them.


Our Speakers:


Kenneth J. DeGraw

CPA, CFP®, CFE, Partner
Withum - Forensic and Valuation Services

Ken DeGraw - provides services in the areas of insolvency, receivership, bankruptcy, and forensic accounting amongst others. Ken also provides tax compliance and criminal tax controversy services to individuals and businesses. He has also provided expert witness and testimony in a variety of litigation matters.

Today, he serves on the AICPA Forensic and Valuation Services executive committee as well as the chair of the Bankruptcy Task Force.

Ken is a certified public accountant in New Jersey, New York and Georgia, a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Fraud Examiner. In addition to his credentials above he also holds a CFF-Certified in Financial Forensics designation from the AICPA.



Jason Navarino
Partner
Riker Danzig LLP

Jason Navarino - has considerable experience advising business clients with respect to structuring and documenting domestic and cross-border mergers, acquisitions, and joint ventures in a tax-efficient and tax-compliant manner. He also helps them form operating and investment partnerships and limited liability companies, in addition to managing other tax and corporate matters.

Jason received his J.D. from Yale Law School in 2007, where he was Senior Editor of the Yale Law Journal and Director of the Community and Economic Development Clinic and its Small Business Legal Services program. He received his undergraduate degree, summa cum laude, from the School of Public and International Affairs at Princeton University in 2004. Jason attained his LL.M. in Tax Law at New York University in 2013.


Event Pricing:

Non-Members:
Same Day Registration/Walk-in Fee: $90.00
$75.00 Regular Fee
$60.00 Early Bird (through 5/12)

Other XPX Chapter Members:
Same Day Registration/Walk-in Fee: $80.00
$70.00 Regular Fee
$55.00 Early Bird (through 5/12)

XPX NJ and Tri-State Members in good standing are complimentary, so join Today!

Breakfast will be served.

First Time Guest:  Complimentary pass for potential members to a first XPX event.  Member referral is required. Member (not guest) must email angie@exitplanningexchange.com to register a FIRST TIME guest.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
AM
Aashish Makkar
Occams Capital Partners
BL
Bernie Leone
Withum
Michael Givner of IMG Business Advisors is a member of XPX New Jersey
Michael Givner
IMG Business Advisors
RB
Ryan Brown
Floyd Advisory LLC
Kent Schwarz of Becker LLC is a member of XPX New Jersey
Kent Schwarz
Becker LLC
Lance Cholet of UBS Financial Services is a member of XPX Tri-State
Lance Cholet
UBS Financial Services
AP
Adam Psichos
Glenmede Trust Company
VS
Vipin Singh
Murphy Business Sales - Edison Office
Edward Becker, CPA of Edward H Becker CPA PC is a member of XPX Tri-State
Edward Cpa Becker
Armanino, LLP
JN
Jason Navarino
Riker Danzig LLP
KD
Kenneth Degraw
Withum
SD
Scott Dobbs
Fox Rothchild
Greg Libertiny of NBT Associates LLC is a member of XPX Tri-State
Greg Libertiny
NBT Associates LLC
aamir mumtaz of IPX Enterprises, Inc is a member of XPX Tri-State
Aamir Mumtaz
IPX Enterprises, Inc
David Jack of Morgan Stanley Wealth Management is a member of XPX New Jersey
David Jack
Morgan Stanley Wealth Management
AK
Andrew King
Morgan Stanley
Achal Tandon of ERA Group is a member of XPX Tri-State
Achal Tandon
ERA Group
SC
Stephen Chin
Financial Structures and Advisory, Inc.
David DeMuth of CFO Consulting Partners, LLC is a member of XPX Philadelphia
David Demuth
CFO Consulting Partners LLC
CB
Candace Benzel
Merrill Lynch
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan
Withum
Jack Cox of NorthBridge Business Advisors is a member of XPX New Jersey
Jack Cox
NorthBridge Business Advisors
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Danielle Kelly
Fidelity Charitable
Michael Richmond of The DAK Group is a member of XPX New Jersey
Michael Richmond
The DAK Group
JT
Jonathan Tang
Empire Valuation Consultants