7 Key takeaways from the Next Gen Family Business Summit. NextGen is for business leaders seeking to successfully lead the transition and growth of their family’s company. The NextGen Family Business Summit gives next generation family business leaders access to a world-class peer network, thought leadership, and best-in-class advisers and coaches to support their professional and personal development. They’ll leave this interactive and engaging event with a clear and holistic perspective on the complexities of the transition to leadership within a family business.

1. 7Key Takeaways
From the NextGen
Family Business Summit

2. “Legacy
moves people differently.
As leaders of organizations
we must be mindful of that.”
-Nicholas Delgado
Principal, Dignitas

3. “Cross-fertilization of
customers are potential
synergies in an acquisition.”
- Steve Brady
Partner, FGMK

4. “Acknowledge your gut
feelings and turn them into a
process when making big
decisions and changes in
your company.”
-William Rudnick
Partner, DLA Piper

5. “Premium valuations are driven
by a variety of factors including a
focused strategy, attractive
growth dynamics, and efficient
use of capital.”
-Taneka Tucker
Vice-President, BMO Harris Bank

6. “Governance structures
help family businesses
balance family, business
and ownership.”
-Haydee Caldero
Principal, Dignitas

7. “The family business
doesn't define who I am.”
-Edwin Peterson
CEO, Dust Control Technology

8. “Planning for growth is a
process of self analysis.
You need to understand
your personal and company
strengths and weaknesses.”
-Melissa Ballate
President, Blue Daring

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