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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.


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
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).

Jim McCormick
Trendline Capital

Prior to joining Trendline Capital in 2022, Jim was a Managing Director of Investment Banking at Boenning & Scattergood, Inc., where for nearly 20 years he worked extensively with middle-market companies on numerous transactions, advising owners and executive teams on sell-side and buy-side mergers and acquisitions, raising capital, and analyzing strategic alternatives and opportunities.  At Boenning & Scattergood, Jim worked with privately-held, family-owned, and owner-operated businesses across a wide variety of industries, including manufacturing, distribution, consumer products, transportation, food and beverage, business services, apparel, building products, healthcare, and banking and financial services.

Before Boenning & Scattergood, Jim worked in the investment banking advisory groups of Griffin Financial, LLC, Berwind Financial, L.P., and Brown Brothers Harriman & Co.  In addition, Jim's background includes serving as a commercial loan officer for a regional bank and a vice president of finance for a private equity-backed company.

Jim received a B.S. in Finance and International Business and a minor in Economics from The Pennsylvania State University and holds the Chartered Financial Analyst (CFA) designation.

Kevin Putman Sr.
Penn Color



Conference Location

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