Dec – 12 The Enduring Family Business: Sustaining the Value and the Legacy

Upcoming Event
Bryant University ~ Bello Center
Tuesday, December 12, 2018 – 7:30-9:30 AM
Early Bird Price: $45,  other pricing for RI CPE credits, RI Attorney CLE credits, and Students


The Enduring Family Business: Sustaining the Value and the Legacy

There is no more impactful way to sustain the value and legacy of a company than to position the right family members for leadership and ownership succession.  Unfortunately, statistically speaking, only 1/3 of family businesses successfully continue even through a 2nd generation.  For a multitude of reasons, sustaining value and continuing the legacy of the family business continues to be a challenge and arguably may get even tougher. In this panel discussion, you will hear from next generation family members about how they successfully grew the value and continued the legacy of their family’s business along with their insights and best practices to safeguard the business value, and prepare the next generation for a successful transition.

At The Business Value Forum on December 12th, moderator David Karofsky, will facilitate a conversation addressing how to sustain the value of a family enterprise – for the near and long terms.

Please join The Business Value Forum on May 8th for a hot breakfast, and the conversation with seasoned experts who will share their personal experiences and insights into the real impact of women on business value creation.

Register Online


Our Moderator:

Mr. David Karofsky

David Karofsky is a Senior Consultant with The Family Business Consulting Group, which has worked with thousands of family businesses over the past two decades, including some of the most successful and influential business families around the world, helping them to build the foundations for value creation and sustainability.

Our Panelists:

Mr. Judd Rottenberg
Principal, Long’s Jewelers

As a Principal at Long’s Jewelers, Judd Rottenberg is the third generation jeweler.  Long’s is a family-owned and operated full-service New England Jeweler with multiple stores, rooted in its 1878 founding by Massachusetts native Thomas Long.  Over the past 140 years, Long’s has become a cornerstone of the region’s luxury jewelry and timepiece market.

Mr. Andrew Salmon
Director of Network Development, Salmon Health and Retirement

In 2006, Andrew Salmon joined Salmon Health and Retirement, a broad service multi facility senior living and health organization in 2006, coming from an administrator position for a healthcare corporation.

Frank Mancieri, Chief Growth Advisor

Frank Mancieri helps business owners increase their company value by focusing on business value drivers, helping to increase profits, better manage and increase cash flow, mitigate risk, and when appropriate, plan for their future exit. Frank is Chief Growth Advisor with GT Growth & Transition Strategies, LLC. He uses his 20+ years in private business, his 14+ years as a business advisor, and his knowledge and experience to help business owners use their companies to achieve their personal goals. He has received advance training as a Certified Business Exit Consultant®, holds a Bachelor’s Degree in Business Administration and an MBA, both from Bryant University, and he is an adjunct professor at Rhode Island College.