September 28, 2021

Family Business Forum: Transitioning to the Next Generation

Join Us for a realBusinessSM Event to Answer Key Questions that Often Cross the Minds of Both Generations in Businesses Owned and Run by Families

Presentation: 10am-12pm

(Refreshments Served)

Golf Event: 12pm-4pm

(Box Lunch for Golfers)

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Discussion Points

  • 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

Panelists

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.

Learn more about the event

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

Prestonwood Creeks Country Club

15909 Preston Rd, Dallas, TX 75248

Nexus is a registered representative of, and offers securities and investment advisory services through, MML Investors Services, LLC. 14241 Dallas Parkway, Suite 1200, Dallas, Texas 75254, (972)348-6300. Nexus Advisors, LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. CRN202408-829248