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SUMMARY:The Legacy Business Succession Planning Session
DESCRIPTION: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. \nAttendees 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. \nThe program will feature: \n\nKeynote Speaker: Dr. Richard Chan\, Associate Professor of Management\, Strategy & Entrepreneurship\, Stony Brook University\nPanel Discussion – Financial & Advisory Perspectives: A discussion with professionals from Merrill Lynch\, Grassi Advisors\, and Alderman & Company\n\nGrassi 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. \nAttendees will also enjoy networking opportunities and a complimentary breakfast and lunch\, provided by LIMEP. \nRegister today.
URL:https://www.grassiadvisors.com/event/the-legacy-business-succession-planning-session/
LOCATION:CEWIT Building\, Stony Brook University\, 100 Nicolls Road\, Stony Brook\, NY 11794
CATEGORIES:Manufacturing & Distribution
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