FAMILY BUSINESS CONTINUITY FORUM
Wednesday, October 28th
8:30AM to 11:00AM
SPONSORED BY DOUG ROWE
CERTILMAN BALIN ADLER & HYMAN LLP
CONVENER: STEWARDSHIP MASTERS INTERNATIONAL INC.

FROM FOUNDER-LED BUSINESS TO FAMILY ENTERPRISE
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Can Your Family Business Continue Without You?
This forum is for founders and business owners whose families are already involved or may become involved in the business's ownership, leadership, or long-term stewardship.
You built the business through vision, sacrifice, and persistence. But lasting continuity requires more than transferring ownership or naming a successor; it requires prepared people, an aligned family, and systems capable of carrying the founder’s purpose forward.
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Join us and other founders committed to strengthening their families, preparing future generations, and building enterprises designed to continue beyond them.
This is an intentional small intimate gathering designed to give each participant room for meaningful discussion.
The discussion will be guided by seasoned professionals with expertise in
family dynamics, family enterprise governance, wealth management and legacy continuity strategy.
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DOUG ROWE
Employment Law Partner Certilman Balin Adler & Hyman LLP
www.certilmanbalin.com
www.linkedin.com/in/dorowe

WINNIE BENJAMIN
Family Business Strategist and Advisor
Stewardship Masters International Inc.
Family Business Roundtable and
Forum SMI CONVENER
www.stewardshipmasters.com
www.linkedIn.com/in/winniebenjamin
PANEL MODERATOR

ROY PELLICANO
AI Governance Strategist and Software Inventor
http://www.linked.com/in/roypellicano
PANELISTS

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SUSAN GANZ
Family Dynamics
Leadership Consultant
Ganz Strategic Solutions
www.ganzstrategicsolutions.com
ROBERT DePALO Jr.
JD, CExP, AEP
ROBERT PUERTO , CPA
Wealth Management Strategist
The Strategic Business Planner www.thestrategicbusinessplanner.com
Boris Benic & Associates LLP
www.linkedin.com/robertpuertocpa
www.bbcpas.com
Why Attend
This is a working breakfast forum; not merely a presentation. Through guided discussion, relevant case studies, and a Mini Continuity Diagnostic, you will begin examining your business through the lens of multigenerational continuity.
At this forum, you will:
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Discover where your business currently stands in its continuity journey.
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Examine real-world family business transition challenges.
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Identify potential gaps between the founder’s vision and the family’s readiness.
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Explore how personal formation, shared purpose, and governance strengthen continuity.
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Exchange perspectives with other founders navigating similar generational questions.
The goal is for you to leave with a clearer understanding of what may need to be strengthened as you move from a founder-led business toward an enduring family enterprise.

