Contact us for more information about helping your business family thrive

The Number - Finding the Right Price in a Family Ownership Transfer

Friday, June 15, 2007
8:00 AM - 10:00 AM
(Continental Breakfast at 7:30 AM; Networking at 10:00 AM)
Williamson Restaurant, Horsham, PA

This seminar is the first of a four-part Family Business series sponsored by Kreischer Miller.

Moderator: Henry Landis - Delaware Valley Family Business Center

Panelists:
Lou Davis - L.D.Davis Industries, Inc.
Mario Vicari – Kreischer Miller
Jan Graybill – Legacy Planning Partners

“The Number,” The amount of money transacted in an inter-family transfer is one of the most difficult financial and emotional issues that a family business will face. This transaction is often the largest in the life of the business and the family. What is the right amount of money? How much is too much? What is fair? How should it be structured so that the seniors are secure in retirement, yet the company is not overburdened with debt? This panel discussion will explore these questions from a financial, emotional, family and business standpoint.

Click here to download an event brochure!

Meet the Presenters:

Henry Landes is the founder and President of the Delaware Valley Family Business Center, which has served over 400 family firms since 1989. Using his unique Model for Helping Business Families Thrive, Henry and his team of consultants help business families speak the truth about the real issues, build strong, effective teams and develop policies and plans for the future, He is a contributing editor of Family Business Magazine and a frequent speaker to family businesses and advisors of family firms.

Lou Davis is the former second-generation owner and President of L.D. Davis Industries, Inc. He developed a comprehensive management and owner succession plan with his son, Tripp Davis, who now serves as the third-generation President and owner.

Mario Vicari, Jr. is a Director in the Audit and Accounting Group at Kreischer Miller where he leads the firm’s Family Business Practice. He is a CPA and Certified Valuation Analyst and has over 20 years of broad experience in providing accounting, auditing and advisory services to privately-held and family-owned entrepreneurial businesses and their owners.

Jan Graybill is a founding partner of Legacy Planning Partners, a comprehensive financial services advisory firm committed to helping families and businesses enhance their long-term financial well-being through the merger of vision, dreams and images for uses of wealth.

For More Information:

Please contact Sally Derstine at (215) 723-8413 or click here for more information or to register.

The Family Business Learning Community gathers monthly to learn best practices of successful business families and competent advisors. Join our membership of over 80 family firms from all industries across the tri-state area. These 1st through 5th generations learn from each other and with each other at quarterly Forums and monthly Mini-Forums.

Forum cancellations must be made 2 days prior to event; if registration fees are involved, they cannot be refunded or waived when cancellations are made after that date or when the registrant does not attend.

Directions:

Williamson Restaurant
500 Blair Mill Road
(Rte. 611 & Blair Mill Road)
Horsham, PA 19044
215-675-5454
www.williamsonfood.com

From Philadelphia and PA Turnpike:

Take the Schuylkill Expressway (76W) to 476N (Blue Route/Plymouth Meeting) to the Pennsylvania Turnpike (276E). You will be going toward New Jersey.

Take Exit 343, formerly Exit 27 (Willow Grove) off the PA Turnpike. Follow Rt. 611 North to the second light (look for the Hess gas station on the left) and get into the left turn lane. Make a left onto Blair Mill Road and then take your first right into Williamson?s.

Heading SOUTH on Rt. 611 (Easton Road):

Make a right onto Blair Mill Road at the Hess gas station and then take your first right into Williamson?s.

Heading EAST on Rt. 63 East ? (Welsh Road):

Turn left onto Blair Mill Road (Prudential Campus will be on your right) and follow it for about 1 1/10 miles. Go past Gibraltar Road, which comes in only on your left, and turn left at the second driveway immediately past the Madison Bank into Williamson?s.

Heading WEST on Rt. 63 - (Moreland/Welsh Road):

Turn right onto Blair Mill Road (Prudential Campus will be on your left) and follow it for about 1 1/10 miles. Go past Gibraltar Road, which comes in only on your left, and turn left at the second driveway immediately past the Madison Bank into Williamson?s.

For further information visit Kreischer Miller on the web at www.kmco.com