In partnership with

Rutgers NJ/NY Center for Employee Ownership
Business Exit Planning Conference
May 15, 2026
12pm - 6pm
Heldrich Hotel and Conference Center
10 Livingston Avenue, New Brunswick, NJ 08901
Conference is offered free of charge with support from our partners.
Advanced registration is required.
Overview
Every successful business needs a succession plan. At this conference you will learn about a business exit strategy that benefits both business owners and employees including:
- The Four Steps Developing a Business Exit Strategy
- How to Know if an ESOP Business Exit Strategy is Right for You?
- Valuing Your Business
- Selling Your Business Tax Free
- Structuring an ESOP Business Exit Strategy to Enhance ROI
- How the NJEDA Assistance Program Can Help Get You Started
Agenda
| Session Time |
Session Topic |
|---|---|
| 12:00pm – 1:15pm |
Lunch / Welcome Session 1: |
| 1:15pm – 2:00pm | Session 2: How to Know if an ESOP Business Exit Strategy is Right for You? Ashley Sarokhan, Lazear Capital |
| 2:00pm – 2:45pm | Session 3: Valuing Your Business Brian Turner, Stout |
| 2:45pm – 3:00pm | Break |
| 3:00pm – 3:45pm | Session 4: Selling Your Business Tax Free Gerry Spitzer, Questar Capital Partners |
| 3:45pm – 4:30pm | Session 5: Structuring an ESOP Business Exit Strategy to Enhance ROI John Vitucci, PKF O'Connor Davies |
| 4:30pm – 5:00pm |
Session 6: |
| 5:00pm – 6:00pm | Networking Reception |
Presenters

Michelle Bodden
Chief Equity Inclusive Culture Officer,
NJ Economic Development Authority

Brian Turner
Director - ESOP Advisory
Stout

Ashley Sarokhan
Managing Director,
NY/NJ Market Leader
Lazear Capital

John Vitucci
Partner, Employee Benefit Services
PKF O'Connor Davies

Gerry Spitzer
Founding Partner
Questar Capital Partners

Bill Castellano
Executive Director,
Rutgers NJ/NY Center for Employee Ownership
Conference provided with support from:





