Center for Private Business Owners
In this edition of Successful Transitions, we are excited to highlight our inaugural Succession Academy, hosted in November 2024 in New York City. Our goal was to encourage participants to think about their succession needs and instruct them on the process of creating a successful transition plan. Read on for the top takeaways from the academy and key questions to consider when preparing to transition your business. Additionally, watch our recent webinar and explore the comprehensive guide in our Book Club resource for insights on family business transitions.
We hope you’ll join us for our 2025 Succession Academy! Stay tuned for further details.
Articles
- Top 6 Takeaways from Our Succession Planning Academy
- Transitioning Your Business: Critical Questions for a Winning Formula
Webinar Replay
- The Family Business in Transition: Rethink, Rebalance, Reinvent
Transitioning leadership within a family business can present one of the most critical challenges for private business owners. It is often mistakenly assumed that senior generations need minimal guidance or support because of their expertise in managing daily operations. The insights presented by our featured speakers illustrate why such assumptions don’t hold true. They also address how recent demographic shifts are impacting leadership transitions within family enterprises.
Book Club
Contact Us
We offer a broad scope of services designed specifically for private business owners. We invite you to learn more by visiting the Center for Private Business Owners on our website.
Please also let us know about specific topics you would like us to cover in future issues of Successful Transitions by contacting either of us directly:
Stephen Prostano, CPA, JD, LLM
Partner-in-Charge, Center for Private Business Owners
PKF O’Connor Davies Family Office
sprostano@pkfod.com | 914.421.5615
Cynthia Adams Harrison, Ed. D., LICSW
Managing Director, Center for Private Business Owners
PKF O’Connor Davies Advisory Services
charrison@pkfod.com | 914.575.2744