Uncategorized Archive

Next Generation Leaders Peer Group

Title: Next Generation Leaders Peer GroupLocation: ITAC 39 Broadway Suite 1110 New York, NY 10006Description: This group is suitable for potential successors working in the family business. The peer group has these benefits: • A safe place where Next Generation Leaders interact with others facing similar leadership challenges. It fosters a community where trust and [&hellip

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Next Generation Leaders Peer Group: Information Breakfast

Title: Next Generation Leaders Peer Group: Information BreakfastLocation: ITAC 39 Broadway Suite 1110 New York, NY 10006Link out: Click hereDescription: This 90 minute session is an introductory overview on the benefits of participating in a peer group for closely-held or family-owned businesses. We will present relevant information on the model, share success stories, and respond [&hellip

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Planning for Successful Transitions and Growth: A Symposium

Title: Planning for Successful Transitions and Growth: A Symposium Location: WithumSmith + Brown, PC 1411 Broadway, 9th Floor, NYC Link out: Click here Description: Key Takeaways: • Implementing the organizational and governance structures that lead to a growing business and provide a forum for family members; • Developing financial strategies to maximize the value of [&hellip

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Showing Them the Door: Transition and Exit in a Family Business

Title: Showing Them the Door: Transition and Exit in a Family BusinessLocation: Family Firm Insitiute New York Study Group Offices of Rothstein Kass New York, NYDescription: Inertia can destroy value in a family owned business. This case study is a progress report on getting 3 cousin branches of a three generation family business to overcome [&hellip

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Welcome to my Blog

Hello, Thanks for your interest.  Look for information here about making family owned and entrepreneurial businesses more successful. Ed

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