How Family Businesses Can Leverage Mergers & Acquisitions

Hosted By:
Tom Garrity, Compass Point
[email protected]

Melissa Gerhardt, Legacy Planning
[email protected]

Robert Firely, Murphy McCormack
[email protected]

Moderated By: Melissa Gerhardt, Legacy Planning

IN-PERSON INTERACTIVE PANEL DISCUSSION

Where: Lehigh Country Club
2319 S Cedar Crest Blvd, Allentown, PA 18103
  *No denim
When: Thursday, November 14, 2024
Time:  8:00 – 9:30 AM
Doors open and a Continental Breakfast will be served at 7:30 AM
Event begins promptly at 8:00 AM

Attendees Receive: 

• A 60-minute follow-up Zoom coaching session with the 3 hosts to debrief a business assessment and review suggested next steps to getting your business properly prepared to use a Mergers & Acquisition growth strategy.  The hosts will also share opinions on what size business your company should target for merger/acquisition and how deals like this are typically financed.
• A free copy of Every Family’s Business by Tom Deans – a guide for family business owners about planning when and to whom the business will transition.