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 2025 LEAD SPONSOR

York County Bar Association
137 E. Market St, York, PA 17401
(717) 854-8755
yorkbar.com

2025 CO-SPONSOR 

 

 

CGA Law Firm
135 N. George Street, York, PA 17401
(717) 848-4900
CGALaw.com

 

 

CONTINUING EDUCATION PROGRAMS

 
Securing the Legacy: Succession Strategies for Family business
September 9, 2025 11:45 AM - 1:30 PM

Speaker:
Michael Mitchell, Executive Director of The High Center at Elizabethtown College

 
 Family businesses are the heart, soul and economic engine of our economy. These families and their businesses often face daunting challenges as they move forward from one generation to the next. Unfortunately, these looming challenges often cause businesses to delay or avoid the topic of succession planning. In a recent survey conducted by the High Center only 16% of family businesses had a formal management succession plan. This lack of planning is one of the main reasons that only 30% of businesses are successfully transferred to the second generation of the founding-family owners. And the odds get worse in the transitions between second and third generations and the third and fourth generations, when only 12% and 4% of such businesses, respectively, remain in the founding family.
This session will look at succession from the perspective of both the business and the individual. We will review the best practices that successful family businesses use to navigate the leadership, ownership and family succession challenges as the business grows and transfers to the next generation. We will also explore the keys to a successful exit for the family leader as we address the need for financial, emotional and business preparation for the owner/leader exit. 
 

 

Register by September 5, 2025 here: Securing the Legacy: Succession Strategies for Family Business

       

Program Sponsor: Barley Snyder

 

Past Events 

Securing the Legacy: Succession Strategies for Family Business - Michael Mitchell - September 9, 2025
Advanced Estate Planning Strategies in Pennsylvania - Michael Shore, Jodi Blair, Christopher Rice, and Haley Rohrbaugh - May 13, 2025
Intersection of Estate and Medicaid Planning - Erik Spurlin, Esq. - February 11, 2025
Time's Ticking: Resources & Strategies to be Proactive for Aging & Long-Term Care Needs - Adam Saubel & Cathy Bollinger - November 19, 2024
Estate Planning in the Current Tax Environment - Charles Perrault - September 24, 2024
Estate Planning and the Family Farm - Alex Snyder, Esq - May 14, 2024
Death After Debt: Bankruptcy - Lawrence Young, Esq - February 20, 2024
Financial Exploitation of Seniors - John Hamme, Esq- November 14, 2023
Identity Theft: How to Reduce Risk - Jerry Mitchell - September 19, 2023
Cyber Security- Donald R. Geiter, J.D., M.S.L., CIPP/US, CIPM- May 9, 2023
Gray Divorce - Penny V. Ayers, Esq. & Audrey E. Woloshin, Esq. - February 22, 2023
Strategies to Maximize Social Security Benefits - Ash Ahluwalia - November 15, 2022
Catch the Legacy Wealth Wave - Philip Cubeta - September 13, 2022
2022 Tax Proposals and Planning Considerations - Joe Marmorato - May 10, 2022
Explore Digital Assets - Eric R. Strauss - February 22, 2022
Dementia Friends - Alison Sprankle - November 9, 2021
Navigating Estate Recovery & Advocating for Your Client - W. Scott Foster - September 14, 2021
No Good Deed Goes Unpunished - Clary Redd & Turner Berry - June 22, 2021
Helping Your Clients Plan With The SECURE Act - Timothy Bupp & Frank Countess -May 18, 2021
5 Ways to Incorporate Charitable Giving into Your Estate Plan - Mary Jovanovich -February 23, 2021
Advance Care Planning - Roberta Geidner - November 10, 2020
Hoarding: How to Recognize & Help Clients with this Disorder-Dr. Jennifer Engler-September 15, 2020
Medicaid & Estate Planning - Erik D. Spurlin-May 19, 2020
Charitable Planning Strategies in a New Giving Environment - Mary Jovanovich-February 25, 2020