Looking to sell your business, but don’t know how? Premier Path Wealth Partners, a wealth advisory group based in Florham Park, is hosting a seminar, “Navigating the Transition of Your Business with Purpose + Precision,” on Sept. 30 at the Park Avenue Club in Florham Park.
The seminar is designed for high- and ultra-high-net-worth business owners preparing for the complexities of a business transition. Attendees will gain insights not just into the financial aspects, but also the strategic, emotional and family dynamics that can define the success of a transition and long-term legacy.
The event, which starts at 5:30 p.m., is free (register here) and will include a networking reception and a panel discussion moderated by Michael Lehman, CEO of Premier Path Wealth Partners, that will feature:
- Scott Mashuda, investment banker, REAG: A mergers & acquisitions strategist with 20-plus years of deal-making experience, he is a recognized leader, educator and active community contributor.
- Richard Orlando, founder, Legacy Capitals: His firm guides high- and ultra-high-net-worth families and advisers in multigenerational planning, blending finance, family dynamics and coaching.
- Marc Celentana: He is a consulting psychologist partnering with leaders, teams and organizations to drive growth through assessments, development and mentoring.
A Q&A session will follow.
Lehman said the event is intended to show all aspects of the sale of a business.
“At Premier Path, we know a business transition isn’t just about numbers — it’s about people, purpose and preserving what matters most,” he said.
Lehman said this ideal defines Premier Path, which was founded by Lehman and others who left Merrill Lynch to start their own firm.
“As an independent registered investment adviser, we provide our clients with the creative and effective solutions needed to address today’s complex wealth management challenges,” he said.
“We work closely with multigenerational families, corporate executives, entrepreneurs and the owners of private and family businesses. We learn about their financial objectives and understand the personal values that drive their decisions. We help them envision a practical way to support their passions and prepare for tomorrow and beyond.”
To reserve your seat, please email [email protected] with your full name and company name.
