INSIGHTS into SUCCESSION

Hosted by Fulton Bank & Compass Point

DATE: March 25, 2025
TIME: 8:00 am to 9:30 am
Breakfast at 8:00 am; program begins promptly at 8:30 am
WHERE: DaVinci Science Center
815 Hamilton St, Allentown, PA

The success of the business to serve future generations starts with the decisions you make today. We advise owners against getting locked into only one path without considering all 8 transition options. Do you know what they are? Understanding each option and its impact will drive your succession plan. Getting this right is a critical part of post-transition satisfaction. It’s a powerful opportunity to think about what will be best for you, your family, your employees, and your community.

Succession isn’t a matter of IF, it’s a matter of WHEN. Ignoring that fact leads to uncertainty:

• Reduced options for exit
• The owner gets stuck in the business
• The business and family exposed to risks without a plan
• No apparent successor and/or children uninterested

WHO SHOULD ATTEND:
Owners of Family Businesses and Privately-Held Companies with revenue between $5M and $150M+, who have a 10-year (or less) runway to exit the business and have not fully developed a succession plan or completed a business value assessment.

Questions? Contact your hosts:

Doug Downing
[email protected]

Kenneth Remick
[email protected]

Tom Garrity
[email protected]

Lizette Dubacher
[email protected]