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Session A

Transition or Sell: What To Do With Your Family Business

Presented By: Waldron Private Wealth / Barley Snyder LLP

Navigating the options for family-owned businesses can be a complicated process. Do you transition to the next generation? Should you consider an outright sale? What about an ESOP? Or, is bringing outside executives to help lead the company while you and your family take a back seat an option? Join leaders from multi-generational family businesses and M&A advisors as they share how to have the tough conversations and lessons learned from those who have gone through it.

Moderator:

Abby Tucker
Attorney
Barley Snyder LLP
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Panelists:

Benjamin Greenfeld
Partner & Chief Investment Officer
Waldron Private Wealth

Ben is a Partner and Chief Investment Officer at Waldron Private Wealth. He leads the vision, strategy and implementation of the investment department and is deeply involved in all aspects of our goal-based investment management approach. He also oversees the development of customized investment strategies for all Waldron clients, ensuring that allocations are aligned with each client's unique goals. He works directly with clients to seamlessly integrate asset allocations within their overall planning strategy and provide comprehensive wealth advisory services.

Paul Mattaini
Partner
Barley Snyder LLC
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Jim McCormick
Partner
Trendline Capital
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Bill Yoh
Chairman, Yoh
Co-Owner, Day & Zimmermann
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Conference Location

1201 Market Street, (guest entrance at 1200 Filbert Street)
Philadelphia, Pennsylvania 19107
Tel: (215) 625-2900