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The Legacy Business Succession Planning Session
October 22 @ 8:30 am - 12:00 pm EDT
Grassi is honored to participate in the Legacy Business Succession Planning Session, hosted by the Long Island Manufacturing Extension Program (LIMEP) and ADDAPT. This half-day event will bring together business owners, advisors, and academic leaders to explore strategies for effective succession planning and long-term business success.
Attendees will gain valuable insights from the Long Island State of Owner Readiness Report and learn how to proactively integrate personal, financial, and business planning into a comprehensive succession strategy.
The program will feature:
- Keynote Speaker: Dr. Richard Chan, Associate Professor of Management, Strategy & Entrepreneurship, Stony Brook University
- Panel Discussion – Financial & Advisory Perspectives: A discussion with professionals from Merrill Lynch, Grassi Advisors, and Alderman & Company
Grassi Partner and ADDAPT Treasurer, Michael Violano, will serve as a featured panelist, sharing practical guidance on ownership transitions, financial readiness, and building a framework for sustainable business growth.
Attendees will also enjoy networking opportunities and a complimentary breakfast and lunch, provided by LIMEP.