Introducing our 2019 Educational Sponsors
Our Educational Sponsors are advisors whom we selected to join us in our commitment to educate 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 Sponsor offers a Complementary 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 at 215.661.0400, or go to www.hrmml.com.
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 Bill Wanger at 610.397.6500 or go to www.foxrothschild.com.
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 Paula Barrett at 610.898.8110 or go to www.rklcpa.com. test
PROXUS is a leader in Human Resource and Payroll management solutions. Through their full line of HR Consulting, Outsourcing and Compensation services, their highly trained human resource professionals work collaboratively with companies of all sizes to provide customized solutions that help them acquire, manage and develop a high performing workforce. They stand apart through industry-leading solutions, cutting edge technology, and unwavering commitment to outstanding client service. To learn more, contact Jeff Green at 215.654.9140 x 102 or visit www.proxushr.com.
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 Mario Vicari at 215.441.4600 or visit www.kmco.com.
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 at 610-650-1848 or visit www.IMWealthPartners.com.
Securities offered through SA Stone Wealth Management Inc. Member FINRA and SIPC Advisory Services offered through SA Stone Investment Advisors Inc.