Membership Package

Membership Package

MEMBERSHIP IS JUST THE BEGINNING…

At its core, Delaware Valley Family Business Center is a community, committed to healthy family and business systems.  With community building, leadership development and consulting practices, we help family businesses gain clarity and confidence about the future.  Joining DVFBC demonstrates that you’re serious about growing, and ready to connect with our community on the journey.

MEMBERSHIP BENEFITS:

▲  Family Business Consult. Think of your Family Business Consult as your annual check-up. Our advisors meet with members to better understand where you are in the journey; learn about the current challenges you face; introduce principles, processes, and resources; and provide some recommended next steps for growth in 2017.

▲  10 total registrations to 2017 Mini-Conference and Dinner Forums. Have a meal and connect with business families who are navigating similar transitions.  Hear live experiences – successes and failures – from real business families.

▲  Unlimited registrations to our Best Practice Events. Learn best practices from thought leaders and professionals with expertise in specific family business topics – a deeper learning opportunity!

▲  5 Key Agreements Check-In. Review your top 5 key agreements to make sure you are protecting what’s most valuable to you. In partnership with Fox Rothschild LLP

▲  Business Readiness Check-In. Evaluate the key value drivers of your business and develop specific steps to begin the transition process. In partnership with RKL

▲  Estate Planning Check-In. Mae sure you know what you have and where you want it to go if an unfortunate event occurs. In partnership with HRMM&L

▲  Banking Check-In. Review your current banking practices to insure that the appropriate services and products are in place to support your current and future plans. In partnership with TD Bank

▲  HR Check-In. Review several HR areas to make sure you are in compliance with key regulatory requirements. In partnership with Proxus

▲  Benefit Plans Check-In. Develop a holistic approach that engages employees and supports the employers’ efforts for self-funded benefit plans. In partnership with Lacher & Associates

▲  Personal Finance Check-In. For those without a personal financial plan, get a picture of where you are and where you want to be, and discuss important next steps. In partnership with Everence

▲  1 Leadership Peer Group Visit.  It’s important that each family and business is filled with whole-hearted leaders. As a member, you are welcome to preview one of our peer groups. These groups focus on awareness, vision, and accountability.

▲  25% off Family Business Magazine.  A magazine written exclusively for owners and managers of family companies.

▲  Community of support. We facilitate connections with other business families who are navigating similar transitions and challenges to provide support and hope, and have close relationships with a network of educational partners who share our same collaborative beliefs and high integrity.

Cost:
Each member firm pays $1,250 per year, which includes all of the benefits above. As each member invests time and energy in their family and business, the commitment to learning, growing, and sharing experiences will lead to strategic and emotional health.

How to apply

To become a member, please complete the application below. You may fill out the form online or print, and mail with $1,250 check (payable to Delaware Valley Family Business Center) to:

Delaware Valley Family Business Center
Attn: Jared Byas
340 North Main Street
Telford, PA 18969
Phone: (215) 723-8413
Click here to apply for DVFBC membership.