Cumby, Spencer & Associates, Bruce Cumby
www.cumbyspencer.com
At Cumby, Spencer and Associates, we are the advisory firm that people seek out for insurance and investment information, consultation and products. We treat our clients like family, always aiming to provide top-notch customer service that far surpasses their expectations.
Our goal is to make a difference in our clients’ lives by helping them crystallize their personal, business and financial objectives so that they can live more prosperous, harmonious lives. Once that is complete, we help them translate their wishes into documents so that there is no question as to their goals and direction, and then we work with them to help monitor their progress and make recommendations for adjustments when necessary.
Duane Morris, Michael Gallagher
duanemorris.com
Duane Morris, LLP, a multi-practice law firm with more than 500 lawyers nationally, has been taking care of family business and their owners for more than 100 years. The lawyers in our Family Business Group are seasoned professionals experienced in all aspects of family business life, including strategic and succession planning, governance issues, personal wealth management, finance, personnel and benefit plans, assets and operations, and mergers, acquisitions and dispositions, including exit plans.
Harper Business Law, P.C., Krista Harper
www. HarperBusinessLaw.com
Krista P. Harper is the President of Harper Business Law, P.C. She represents businesses as general counsel and in major transactions, including the purchase and sale of businesses and succession and exit planning. Krista can be reached at Krista@HarperBusinessLaw.com. For more information, please visit
www. HarperBusinessLaw.com
Herbein & Co., Joe Witkowski, Ashley Blessing
jjwitkowski@herbein.com
anblessing@herbein.com
www.herbein.com
Holistic Private Wealth, Edward C. Witherspoon
edwardw@holisticwealthadvisors.com
www.holisticwealthadvisors.com
Keystone Business Transitions, Don Feldman
www.keystonebt.com
Keystone Business Transitions, LLC is a Lancaster, Pennsylvania succession planning firm dedicated to helping business owners successfully exit their business. Our goal is to help you develop an exit strategy to maximize your after-tax cash proceeds while meeting your non-financial objectives. We develop plans for third-party sales, management buyouts, ESOPs and family transfers. Planning strategies vary depending on the business, state of the economy, M&A market, and the personal objectives of the business owner.
Pinnacle Financial Advisors, LLC, Harry Scheyer
www.pinnaclewealthtolife.com
Preparing your business for sale can be a hectic affair with only one chance to get it right. With so much at stake it is critical to have a systematic approach initiated in advance and driven entirely by your personal and exit objectives. As both comprehensive financial planners and business succession planning specialists, Pinnacle can help you to identify and align your business and personal objectives enabling you to successfully transition to your desired future.
Stellar Life Services, Emrich Stellar
www.StellarAdvisor.com
Owner’s hearts and souls are in their companies, but often the whirlwind obscures the big picture. Having foresight and options can maximize company value for a sale or family succession plan. The Stellar Advisor team and owner Emrich Stellar, Jr., ChFC understand why it’s important to look ahead to know your options and enhance your value….Thinking ahead, Pays! Certified Business Exit Consultant
Strategic Exit Advisors, Curt Cyliax, Bob Cahill
www.se-adv.com
SEA is a full service M&A advisory practice to lower middle market business in the B to B distribution, manufacturing and service sectors. Our Liquidity Planning Process℠ helps owners achieve legacy goals, preserve, and grow family wealth tax efficiently. In short we Create, Grow, and Unlock Liquidity by creating, growing, and unlocking business liquidity.
For information on membership please contact Curt Cyliax.
(215) 489-8881
cacyliax@se-adv.com
rjcahill@se-adv.com
29Bison, Jason Wood
29bison.com
29Bison is the leading Middle Market transaction services provider specializing in human capital.