Harvey M. Katz


New York, New York

Professional Profile

Call Me When

Call Me When... When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees

Contact Method



  • Attorney
  • Professional Certifications

    Functional Expertise

  • Employment
  • Employee benefits
  • Employee engagement/ retention
  • ESOPs
  • Family business
  • Fiduciary
  • Governance
  • Exit/Transition Planning
  • Business Focus

    Business succession planning

    Transition Planning Certification

    Client Industries

  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Wholesale/Distribution
  • Client Results


    Tri-State Sponsor

    Member Since

    Member for 5 Years

    Sponsorship Type


    Chapter Leadership Role

    Sponsorship Committee

    Why I'm a Member of XPX