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Session A

Charting the Future of Your Family Business

Presented By: Barley Snyder LLP

Determining the future of the business your family owns is one of the most important decisions you can make. Do you have a “next” generation ready? Are you considering selling to your management team or creating an ESOP? Or is an outright sale in the cards? Join a quartet of executives and advisors as they explore the big questions every family business must answer.

Following a 40-minute panel discussion you will have the opportunity to meet the speakers and ask questions during a 20-minute video Q&A session.


Jeremy Frey
Barley Snyder LLP

Jeremy is the chair of the firm's Business Law Group. Jeremy focuses his practice in the areas of planning, negotiation and execution of business and real estate transactions, real estate development, land use and zoning matters, real estate assessment appeals, business and real estate financing, and business planning.


Oliver Hoar
General Manager
Hoar Investments, LLC

Oliver founded Hoar Investments with the broad and undefined goal of helping small businesses in South Central Pennsylvania. Oliver has worked to position Hoar Investments as a valued partner for creative capital solutions with a patient long-term focus. Prior to Hoar Investments, Oliver was the President and CEO of R.H. Sheppard, Inc. Oliver serves as a Board member for various for-profit and non-profit entities.

Ted Lentz
CFO & Chief Analytics Officer
JM Swank, LLC

Ted is CFO and chief analytics officer for the consolidated JM Swank, Lentz Milling and Armour Specialty Marketing companies owned by Platinum Equity LLC.  Previously, he was president of Lentz Milling Co. which he acquired in 2005 in a leveraged buyout transaction from the third generation of family leadership. He was actively involved in leading the successful process to sell the company to Platinum Equity in 2018.

Paul Mattaini
Barley Snyder LLC

Paul has practiced in the business area for over 30 years, concentrating in the mergers and acquisitions, securities, banking and corporate areas. His practice includes complex and sophisticated transactions, and he has participated in hundreds of M&A transactions. For a representative sample of transactions in which Paul has participated at Barley Snyder, please see the tombstone announcements at Among other recognitions, Paul maintains an "AV" Martindale Hubbell rating and he has been listed in The Best Lawyers in America (Securities, Corporate and Banking and Finance areas) and in Pennsylvania Super Lawyers (Mergers and Acquisitions).

Conference Location

Dealmakers Conference
Philadelphia, PA
Tel: (800) 988-4726