From Acquisitions to Exit Strategies: What every family business should know

Join our PwC partner leaders, Jon Flack and Fentress Seagroves, along with John Neretlis, Family Council Chair of Rowntree Enterprises, and Barbara Spector, Editor-in-Chief and Associate Publisher of Family Business Magazine, as we discuss how to effectively plan and support the important decision-making process for family businesses.

FROM ACQUISITIONS TO EXIT STRATEGIES: What every family business should know

Thursday, May 30, 2019

2pm ET | 11am PT

60 minutes

  

https://www.webcaster4.com/Webcast/Page/494/30438

Taking the next step for the family business - whether it’s to sell, acquire or merge - requires thoughtful planning.  Done haphazardly, such planning can result in serious consequences that can impact not only the state of the business, but also the family relationships. That’s why it is critical to be aware of the various options and make an educated assessment of which would be best for you and your family. 
 
Join our PwC partner leaders, Jon Flack and Fentress Seagroves, John Neretlis, Family Council Chair of Rowntree Enterprises, and Barbara Spector, Editor-in-Chief and Associate Publisher of Family Business Magazine, as we discuss how to effectively plan and support these types of decisions.
 
Learn more about:

  • Common challenges that families experience when going through these processes
  • Key factors to consider when planning for an acquisition, merger, or sale
  • Critical next steps to planning ahead

Speakers

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Jonathan Flack, Partner

US Family Business Leader, PwC

Jonathan Flack, U.S. Family Business Services leader for PwC, is a lead engagement partner to some of the U.S.’s largest family-owned businesses and leverages a strong global network of partners with a similar focus. He also taps external advisors (attorneys, family business counselors, trust advisors) as needed to deliver innovative solutions to multi-generational family businesses.
 
As part of his role in leading the U.S. family business practice for PwC, Jonathan spearheads the strategy, operations, talent development, thought-leadership and marketing for the family-owned business sector. He supports other client teams serving this sector and has published thought-leadership and led regional forums on family business issues.
 
Jonathan is also an assurance partner where he has extensive international experience with multi-billion-dollar, private clients. He assists clients with business transactions and new products. He started his career in the Carolinas working on large privately held businesses in multiple industries.
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Fentress Seagroves, Partner

US Private Company Deals Leader, PwC

 Fentress is a Principal in PwC Deals, where he leads the Private Company Services Deals team in the U.S. which focused on providing enhanced transaction services to family businesses, inbound companies and private companies.  Over a 24 year career at PwC, he has served as a lead advisor on a range of acquisitions and divestitures across a broad range of industries, with significant experience in middle market transactions. 

Fentress received an MBA as valedictorian of his class at the Goizueta School of Business at Emory University and graduated from the University of Virginia School of Law. 

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John Neretlis

Family Council Chair, Rowntree Enterprises

John Neretlis has spent much of his life involved in various family businesses: as a Next Gen and Now Gen with his family, and as a married-in Next Gen with his wife’s. In addition to running his consultancy for family businesses, John has recently partnered with his teenage son in a new venture Brick Labs Inc.: a LEGO based education and entertainment facility. John chairs his married-in family’s Family Assembly where he directs the G3 training program. John holds an MBA from Queen’s University, is a Certified Human Resources Professional (CHRP) and is certified as a Family Enterprise Advisor (FEA).

John served as a Captain in the Canadian Forces Medical Services, operated his Family’s retail food stores, was General Manager of a conference centre and was a property and real estate advisor in Toronto. John volunteers on three boards: Rosseau Lake College, where he serves as Vice-Chair;   Queen’s University Alma Mater Society and the Queen’s University School of Law Generational Wealth Program Advisory Board.  

For the last two years, John has also co-hosted Transitions Canada.

He resides in Toronto, Ontario with his wife Susan, son Matthew (16) and daughter Katie (14).  

 

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Barbara Spector

Editor-in-Chief & Associate Publisher for Family Business Magazine

Barbara Spector, who grew up in a family business, has served on the editorial staff of Family Business since 2000. She has been editor-in-chief since 2004 and became associate publisher in 2011. She has compiled and edited seven volumes of the acclaimed Family Business Handbook series. Previously, she was the managing editor of Jewelers' Circular Keystone, a trade magazine for the jewelry industry, which is primarily composed of family businesses. She is a magna cum laude graduate of the University of Pennsylvania.

Benefits

• Completely FREE to attend 

• Opportunity for questions and feedback

• Unbiased third-party family business education 

• All participants can receive a copy of the webinar materials after the event, upon request

• All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.

• 60 minutes -- maximum value for time


Sponsor

PwC