We've selected our Advisory Network Members to join us in our commitment to educate and serve our Family Business Learning Community. They bring a diverse range of professional competencies along with experience in understanding family business complexities. Vetted for their technical competence and collaborative approach, they bring their expertise to the DVFBC community through our Best Practice Events and other learning opportunities and join us in making our Forum events possible.
Our DVFBC Team and each Advisory Network Member offers a Complimentary Consultation to move your family and business forward toward health and avoid unintended consequences.
Hamburg, Rubin, Mullin, Maxwell & Lupin is one of the premier Montgomery County law firms serving the community for more than 40 years. Areas of specialty include Business Law, Corporate Law, Health Care Law, Taxation, Estate Planning, Estate Administration, Family Law, Real Estate Law, Commercial Litigation, Personal Injury, Environmental Law, Products Liability and Labor and Employer Law. For more information, contact Jon Samel or Kevin McGrath at 215.661.0400, or go to www.hrmml.com.
Click to find out more: Complimentary Estate Planning Fire Drill
RKL provides accounting and consulting services to help clients succeed in today’s competitive business environment. In addition to offering five-star tax, accounting, and business consulting services, the firm also provides expertise aimed at solving complex business challenges including business valuations, litigation support, merger and acquisition assistance, succession planning, strategic planning and more. RKL is one of the largest regional accounting firms in Pennsylvania with offices in Reading, Lancaster, York and Harrisburg. For more information, please contact Ryan Hurst or Stephanie Kaizar at 610.898.8110 or go to www.rklcpa.com.
Click to find out more: Complimentary Business Transition Readiness Assessement
IM Wealth Partners is an independent financial services firm offering comprehensive expert guidance to multi-generational family-owned businesses. Working in conjunction with your existing advisory team, our proven process helps identify, understand, and navigate the financial complexities one faces as an owner/shareholder of a closely held family-owned business. IM Wealth Partners prides itself on creating a simple, enjoyable experience to not only achieve, but exceed your goals. For more information, contact Ian Meierdiercks or Steve Ference at 610-650-1848 or visit www.IMWealthPartners.com.
Click to find out more: Complimentary Financial Planning Consult
Securities offered through SA Stone Wealth Management Inc. Member FINRA and SIPC Advisory Services offered through SA Stone Investment Advisors Inc.
Fox Rothschild LLP is a national law firm that provides a full range of legal services to public and private companies – from family-run businesses to multinational corporations. Their lawyers partner with clients and work hand-in-hand with them to keep pace with their business objectives and anticipate the challenges ahead. Their entrepreneurial approach — as a firm that works in the trenches with clients, helping them to achieve their goals — is a characteristic that differentiates them. For more information, please contact Mike Maransky or Beth Weisser at 610.397.6502 or go to www.foxrothschild.com.
Click to find out more: Complimentary One-Hour Legal Consult
Kreischer Miller is a leading independent accounting, tax, and advisory firm serving the Greater Philadephia and Lehigh Valley areas. The firm was built to respond to the unique needs of family-owned and privately-held companies, helping them smoothly transition through growth phases, business cycles, and ownership changes. They teach companies to quickly adapt and respond to changing market opportunities and challenges. Their focus is on being responsive, decisive, and forward-thinking. They look at the road ahead - not in the rear-view mirror. For more information, please contact Steve Staugaitis or Mario Vicari at 215.441.4600 or visit www.kmco.com.
Click to find out more: Complimentary Financial Scorecard Consult
Capstone Group is an independent risk management, insurance brokerage, and employee benefits consulting firm in Lower Gwynedd, PA. Kevin Fox, Managing Partner, and Joe Fox, Partner and Sr. Vice President, have firsthand experience growing up in a family business environment and years later launching Capstone Group together in 2013. For more information, please contact Kevin Fox or Joe Fox at 215.542.8030 or visit www.capstonegrp.com.
Click to find out more: Complimentary Healthcare Benefits Cost Assessment, Benefits Package Benchmarking, and Cyber Insurance Assessment
The O’Connor Group (TOC) provides flexible outsourced Human Resources and Talent Acquisition solutions to small and mid-market companies. We partner closely with our clients to understand their culture, goals, and challenges. This discovery process allows our experts to develop and execute a clearly articulated vision and plan that is aligned with our clients’ needs. Our unique model of partnering with our clients on an hourly basis has proven efficiency and client budget control, leading to a 90% CEO business referral rate. The O’Connor Group has 75 talented Human Resources and Talent Acquisition Partners around the country and is based in King of Prussia, PA. For more information, please contact Marcia O'Connor or Meghan Popoleo at 484.325.5900 or visit www.tocgrp.com
Click to find out more: Recruiting & Sourcing Assistance
Whitepenny is a full-service brand and digital strategy firm and was born out of a simple but strong belief: that while design alone is a powerful tool, it's at the intersection of great design and effective brand strategy where incredible things happen. We’re a team of strategists, designers, and developers who unite around a common vision: to deeply understand our client — their difference, their audience, their goals, and to find ways to move them forward. We believe in process and its ability to make for a better end product. Leaning heavily on research and interviews, we make certain that creative decisions are informed by data-driven ones. For more information, please contact Jon Cofsky or Travis Coley at 856. 429.9554 or visit www.whitepenny.com
Click to find out more: Complimentary Brand Audit Sprint
PCS When it comes to technology services, partnership is at the core of what makes PCS unique among technology solution providers. We don't just show up to do a job and leave—that's not how we operate. Our helpful team of technicians put in the work to get to know you, your organization, and your goals.
Having a clear understanding of your business systems allows us to quickly jump into problem-solving mode when an issue arises. And we never try to upsell you with unnecessary technology—the solutions we recommend will help you achieve your goals with an eye to scaling for your future growth.
For more information, please contact Anthony Mongeluzo or Anthony Ward at 856.596.4446 or visit www.helpmepcs.com.
Click to find out more: Complimentary IT Network & Security Assessment
For more information or to schedule your Complimentary Consultations - if you are a Member, please email Jen Hunsberger at jen@dvfbc.com or call us at 215.723.8413.