September 29, 2023
By Adam Burroughs
Multigenerational family businesses, says Richard J. Wolkowitz, CEO and Family Advisor at Xylogenesis | Family Office Advisory, are tough. The family working in the business may have a different
September 14, 2023
How — and why — Thomas J. Young sold Arrowhead Systems, a business he had no intention of selling.
February 10, 2023
Day & Zimmerman Co-Owner Bill Yoh on how to have the tough conversations necessary to have a thriving family business for generations.
September 15, 2022
AchieveNEXT's Christin Cardone McClave, and UBS’s Bianca Benedetti-Fang and Julie Fox on how McClave’s family managed through being business partners over the years, why they ultimately decided a full sale was a path they wanted to pursue, and how they have adjusted back to being a family, after the transaction.
September 9, 2022
The L’Herbier family was at a crossroads six years ago. The owners of Air Duct Maintenance, Kevin and Debbie L’Herbier, were looking to retire and had to decide what to do with the company they started back in 1996. They approached their children, Dan and Lauren L’Herbier, to see if they had interest in taking over leadership. After a brief period, the siblings decided to begin the succession process. It didn’t go as quickly as everyone had hoped, however.
August 5, 2022
Jergens Inc.'s Jack Schron, Ahola Payroll & HR Solutions' Jeff Ahola, Peoples Services Inc.'s Darin Haines, The Reserves Network's Neil Stallard and UBS's William Murphy on the tough conversations and lessons learned from transitions in a family business.
July 22, 2022
Plumb Line Capital's Matt Lindberg and Abatemaster's Jeff Chilton on the acquisition, growing a former family-operated business, and how relationships have played a role in every aspect of the deal.
July 6, 2022
Geneoscopy's Andrew Barnell on launching Geneoscopy, structuring the business and working with family.
June 29, 2022
Lewisburg Printing Company's Kirk Kelso, Troutman Pepper's Daniel McDonough, and BNY Mellon's Bryan McGrath and Marty Babitz on the preparation and exit phases of a well-structured transaction.
June 22, 2022
Capital Plus' Renee Tyack, Roetzel & Andress' Erika Haupt, Matesich Distributing Co.'s Sarah Schwab and AB Bernstein's Kara Lewis on how they navigated the most difficult questions regarding what to do with the family business.
January 27, 2022
HBM Holdings' Mike DeCola, along with Clayton Capital Partners' Kevin Short and First Bank Center for Family-Owned Businesses' Joe Ambrose discuss options for family businesses, look at the macroeconomic factors that are influencing owners' decisions to sell or stay put, and explore case studies from those who have developed successful solutions.
January 14, 2022
JAWOOD Founder Lynn Mustazza, along with PNC Bank's Jacob Taylor, PNC Wealth Management's Daniel Hoops and UHY Corporate Finance's Dan Sporka talk about plotting the future of a family business.
November 17, 2021
Wholesale Supplies Plus Founder and Retired CEO Deb May along with Capital Anesthesia Solutions’ Chris Copley and UBS’ William Murphy talk about family businesses, estate planning pre- and post-liquidity event, as well as how to pick the right estate planning adviser.
October 20, 2021
Taylor Burke-Gilman and Lauren Burke-Devere on how they got involved in the family business, their transition into leadership, and what they’ve learned so far about acquisitions.
October 8, 2021
Monticeto Medical Real Estate CEO Chip Conk, along with Bass, Berry & Sims’ Frank Pellegrino and EY's Bobby Stover explore dealmaking, growth and communication within a family business.
February 12, 2021
While he expects to participate as an acquirer, Truck Centers’ John Hopkins is structuring the family business so that selling remains the furthest thing from the family's mind.
September 18, 2020
Deb May, founder and now-retired owner of Wholesale Supplies Plus, sold her business last year and stepped away from the company. She talks about her preparation and the difficulty of letting go.
October 10, 2019
Ted Lentz, now CFO and Chief Analytics Officer at JM Swank, reveals the steps he took to prepare his family’s business, Lentz Milling, for the auction block.
June 19, 2019
Many family-held businesses don't realize there are minority investors out there, says Nicholas Stone, managing director at Cyprium Partners.
November 9, 2018
It was bittersweet for Charles Walsh to no longer see his family’s name on their construction equipment dealership. But by all accounts, the sale to Stephenson Equipment Inc. in 2017 has been a success.