Case Study Session 2


Program produced by  XPX Long Island.

Case Study Session 2 

In our second case study discussion we will have a live owner-engagement session with Dr. Matthew Kerzner, Director of EisnerAmper’s Center for Family Business Excellence. Matthew will walk us through navigating how emotions can be removed before they takeover so management can succeed into and beyond an exit. What you will learn:

  • What it takes to assist a family or closely held business in transitioning
  • How to facilitate management development to support an exit strategy
  • What role the strategic plan plays in helping management build a roadmap for success


Meet Our Speaker:

Matthew Kerzner, Ph.D.
Business Psychologist & Family Business Advisor
Center for Individual & Organizational Performance

Matthew Kerzner, Ph.D., is a Business Psychologist and Family Business Advisor in the Center for Individual and Organizational Performance within the Private Business Services Practice. He has a 25 year plus experience in organizational development with a specialization in assisting family businesses and closely held businesses with addressing transition, financial stability and sustainability, and human performance management matters. Currently works with clients developing a strategic plan that acknowledges the issues and dynamics of both the family and the business in order to develop succession plans that prepare the next generation leaders to succeed.

Updated: Sep 2, 2021

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