Insights: Mergers & Acquisitions

Lee D. Boss

May 2017 | By: Could A PEO Prune Your Employment-Related Hassles? Budget Less, Forecast In Real Time A Winning Strategy For Some Develop A Strong Business Succession Plan A Successful Business Requires Strong Governance Exits Are Inevitable, Failure Is Not: Planning A Successful Exit A Backup Plan for Family Business Owners & Their Successors How to Increase Your Business Value Using Value Drivers Lee Boss Presents NJBIA Webinar on Practical Considerations About Succession Planning Whether You Sell Your Business or Not, the Planning is the Same 3 Ways to Position Yourself & Your Family for Future Success How to Position Your Business for a Successful Transition

Focusing on building relationships, Lee Boss takes a proactive, client-facing approach in business. He takes the time to get to know his clients, as well as their needs and goals. As a Managing Director and Chair of the Transaction Advisory and Private Company Services Groups, Lee acts as a strategic resource and trusted advisor to clients…

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Richard S. Willinger

May 2017 | By: The Tax Increase Prevention Act of 2014 Preparing For The New Overtime Pay Rule Focus On Costs Of Identity Theft-Related Tax Refund Fraud Properly Allocate Your Combined Business & Vacation Travel Expenses Taxpayer Bill Of Rights Recently Adopted By IRS The Tax Cuts and Jobs Act What You Need to Know About the Incoming Tax Law Taxpayer Guide to Identity Theft Tax Notice 2020-18: What You Need to Know Tax Impacts of the New COVID Relief Bill Tax Outlook for 2021

For Rick Willinger, it’s all about the clients. Rick is a Managing Director and Principal with Mercadien, who leads the firm’s tax department and works with individuals and businesses. Quarterbacking for his clients, Rick advises them through major life or business events, such as buying or selling a business, succession and exit planning, or sending…

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Myron M. Gellman

May 2017 | By: Retire At Your Own Risk How Buy-Sell Agreements Can Ensure Continuity Family Business Planning - Handing The Torch To The Next Generation Devise Your Exit Strategy - An Early Start Helps Ensure A Good Outcome Failure to Plan Has a Price The Importance of Long-Term Strategic Planning Do You Have an Exit Plan?

As Managing Director and Managing Principal at Mercadien, Myron Gellman provides various business consulting services to his clients, including strategic planning, succession and exit planning, mergers and acquisitions, as well as CEO and Board of Directors coaching and advisory services. Serving as an independent, trusted outside voice, he challenges CEOs and boards to think differently…

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Conrad L. Druker

May 2017 | By: Ashley Webb

Conrad Druker’s clients are confident in knowing they can count on him for all of their financial needs. As Managing Director and Principal of Mercadien, Conrad serves as a trusted advisor to large, closely-held and family-owned organizations spanning multiple generations. From assisting with tax, estate, or strategic planning to evaluate financing options or other business…

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