Center for Private Company Excellence Seminar: Family Business Mini Conference

with Delaware Valley Family Business Center

Thursday, October 24, 2019

Crowne Plaza, King of Prussia

260 Mall Blvd
King of Prussia, PA 19406

Family businesses are facing unprecedented numbers of leadership and ownership transitions. They have a lot to prepare for – from determining who will take over the business to ensuring future leaders are adequately prepared, on top of thinking about what comes next for exiting owners.

The agenda covered:

  • Highlights from Kreischer Miller’s 2019 Family Business Survey
  • A panel discussion with next generation leaders who addressed the steps they have taken to prepare themselves for leadership
  • A panel discussion with senior generation owners at various stages of their transition from a leadership role, who discussed what life is like after transition, their level of ongoing involvement in the business, and the emotional factors that have come into play throughout the process
  • A presentation by Kreischer Miller on retaining your family business as an investment as an alternative to selling
  • A presentation by Delaware Valley Family Business Center on practices, principles, and their 5 Mountain Model for healthy, harmonious family business transitions

Presenters:

Steven E. Staugaitis, Director, Kreischer Miller

Watch the videos from the conference:

Introduction & Survey Highlights and Crucial Conversations on the Multi-Generational Transition Journey

Steven Staugaitis, Kreischer Miller
Sally Derstine, Delaware Valley Family Business Center

Next Generation Leadership Panel

Colleen Nolan, Nolan Painting
Sarah St. John, Fisher & Son

Retaining the Family Business as an Investment

Steven Staugaitis, Kreischer Miller

Family Business Senior Leadership Panel

Kevin Reilly, PrintMail Solutions
Dan Balmer, Penn Valley Gas