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 that need to be accomplished to begin the transition process. In partnership with RKL

▲  Estate Planning Check-In. See what you have and make sure it gets you where you want to be if an unfortunate event occurs. In partnership with HRMM&L

▲  HR Check-In. Review compliance of key regulatory requirements within several functional areas of Human Resources. In partnership with Proxus

▲  Health Care Check-In. Review your current health care budget and determine if you are spending too much money on healthcare. In partnership with Lacher & Associates

▲  Personal Finance Check-In. Understand where you are and where you’ll need to be as you move forward with your business journey. 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.