Transition or Sell: How to Make Good Decisions for Your Family Business

Tommy is a partner in the Houston office and is a member of the National Tax Leadership Committee for RSM’s private client services (PCS) group. He heads up the Family Office initiative for RSM, and is Central Regional Leader for PCS services. Tommy’s primary expertise is in tax matters related to tax planning for family wealth preservation, wealth transfers, charitable transfers, closely held business enterprises and tax compliance for multigenerational families. He works extensively with high-net-worth individuals and families, service organizations and closely held businesses.

Eric Bradley is the EVP of Business Development for the BERKS Group. In his role, he is focused on growing each leg of the BERKS stool either organically or through acquisition. His focus is to build a sustainable organization that will last generations. His operational experience ranges from running TV stations, doing local and national sales, working at Enterprise Rent-a-Car and even installing cable during his high school summers.

Ann Dugan leads Waldron’s unique family enterprise services, providing the framework and guidance that allows successful multigenerational families to preserve their assets through carefully designed structure, shared vision and collaboration. Her fervent belief is that both the family and the business can thrive with active learning, family honesty, good communication, and appropriate and inclusive governance.

For more than thirty years, visionary entrepreneur Jim Scalo has built one of the largest integrated real estate firms in Western Pennsylvania. Under his leadership, Burns Scalo Real Estate has grown its portfolio to encompass more than 5 million square feet of commercial real estate assets. With multiple market-making developments currently underway, he continues to push the boundaries of his firm through innovation and strategic growth.