Transition in Motion: Succession, Exit, and What Comes After
Presented By: Calllan Family Office / Faegre Drinker
Whether you're part of a multi-generational enterprise or a privately held company with outside investors, planning for transition is never simple. This session explores the business and personal dimensions of succession—what it takes to prepare your company for a future beyond you, how to build lasting value, and how to structure your next chapter after an exit. With insights from founders, investors, and M&A advisors, we’ll discuss leadership handoffs, family and partner dynamics, liquidity planning, and navigating the emotional terrain of life after the deal.
Moderator:
Chief Tax Strategist
Callan Family Office
Jeff Getty is Chief Tax Strategist at Callan Family Office, advising ultra-high net worth families, entrepreneurs, and private investors on complex tax, structuring, and transition strategies. A tax attorney and M&A adviser for nearly 30 years, he has led hundreds of successful transactions, designing forward-looking plans that protect and enhance after-tax value from early-stage growth through exit and beyond.
Panelists:
Vice President of Acquisitions
R.A.F. Equity
Jeff Horowitz is a Vice President of Acquisitions at RAF Equity which he joined in 2021. He is responsible for sourcing new acquisitions and managing RAF's existing portfolio of companies. Previously, Jeff was an associate and investment manager with H.I.G. Capital in New York and London. He began his career as an investment banking analyst with Guggenheim Securities in their Financial Sponsors Coverage group. He earned a B.S., magna cum laude, in Economics from the Wharton School of the University of Pennsylvania.
Partner
Faegre Drinker
Adam Rosenthal helps clients seamlessly execute mergers and acquisitions as well as recapitalizations, joint ventures, co-investments and other corporate transactions. Private equity sponsors, sovereign wealth funds, pension funds, family offices and other institutional investors routinely look to him for support throughout the life cycle of their portfolio investments.