Wednesday, June 1 at the Pyramid Club, Philadelphia XPX – Philadelphia will have a breakfast meeting on “The Next Generation in Family Business”. Panelists Frederick Lipman and Nancy Drozdow will discuss their experiences with family business exit planning involving the next generation.
Wednesday, February 16 at Babson College in Wellesley, MA, What Every Business Owner should know about Private Equity, Babson College. Mark Jrolf is the Managing Partner of Heritage Partners, a Boston-based private equity firm that has a different approach to investing in family-owned businesses than most equity groups. Heritage provides capital for companies to diversify shareholder net [...]
November 16th in Philadelphia, PA- Exit Stories from the Trenches For this breakfast meeting, we’ll have the perspective of three seasoned advisors who have worked with hundreds of companies, and seen all types of situations and outcomes. They will share their memorable stories of successes and lessons learned. We will conclude with a summary of the biggest challenges faced by advisors in working [...]