Family Business Forum: Transitioning to the Next Generation

Thank you for attending!

• Typical Family Transition Challenges
• Determining Which Family Member Should Lead
• Handling Family Member Conflicts
• Transferring Founder Values to Next Generation
• Crucial Financial and Legal Mechanisms to Consider
• Determining Leadership Exit Strategies
• Alternative Options if Family Transition Does Not Work

HOLLY CARROCCIO, CFP – Nexus Advisors, LLC
HENRY ENNIS, Founder/Managing Partner – Trident M&A Advisors
CHAD BRUCE, President – GluDown
KEN BRUCE, Retired Owner
KYLE DANNER, Consultant/Professional EOS Implementer

Moderator Andrew Eppes (Nexus Advisors), will pose questions, and encourage audience questions as well. Panelists include a father and son who went through their own transfer of ownership, as well as an experienced M&A consultant specializing in family transfers and alternative liquidity events.

Disclaimer: Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 14241 Dallas Parkway, Suite 1200, Dallas, Texas 75254, (972)348-6300. Nexus Advisors, LLC Trident M&A Advisors, GluDown and Ken Bruce are not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. CRN202409-861223