Maintaining Your Legacy – Navigating the Decision to Transition the Family Business

25 Feb 2025
Forum 118-119
Associate development , Leadership Development , Recruitment , Retention , Training

Maintaining your legacy is one of the most significant and personal decisions a business owner will face. This session will be a real and raw conversation about the considerations of passing along a family business. Should you transition leadership to family members, sell to an outside buyer, or transfer ownership to internal stakeholders? Through honest discussions, we’ll explore the emotional and practical aspects of this decision, including family dynamics, preserving company culture, and aligning the sale with long-term goals. Gain insights into navigating the complexities of this process, from planning and valuation to ensuring the best outcome for your business and its legacy.

Speakers
Kristie Maurer
Kristie Maurer, Co owner - Maurer's Market
Carey Berger
Carey Berger, President - Business Service Resource Group
Victoria Means
Victoria Means, Owner - Community Grocers Inc. DBA Three Forks Marketplace
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