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a publication of the Delaware Valley Family Business Center |
February 2010 |
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| Family Business Learning Community |
 March 5 Mini-Forum: 
Due to overwhelming interest in our January
Mini-Forum we are pleased to offer another opportunity to join us!
With the economy recovering, why are some businesses poised for growth and profits while others still struggle? Learn the strategies and best practices to reevaluate, restructure and reinvent your business for a successful 2010.  Learn from Mario Vicari, CPA, CVA, Kreischer Miller, David Thompson, President and COO, Laminators Inc., and other business owners who have reinvented their strategic direction to remain competitive and prepare for the current realities.
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Join us for our March 24 Forum:
The Sullivans, a G2 family of 11 siblings--of which 9 are shareholders and 7 are employed in the business--share remarkable trust including working closely with their non-family partner for 29 years. Learn how they have developed a big business mentality within their business family resulting in a great organization and an even greater family!
Spotlight on Business Strategy:
"Selling is Dead" - Transforming the Strategy After the Transition
Presenters: Mark and Chad Lacher,
G2 Sibling Partners,
Souderton, PA
Learn how G2 Sibling Partners Mark and Chad Lacher refreshed the strategy of their family business since purchasing Lacher & Associates from their father in 2007 through upgrading their team, rebranding and social media.
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| Upcoming Learning Community Events:
September 23, 2010 Forum:
To be announced soon |
| Celebrating Learning Community Progress |
Member Progress
Congratulations to two Members who recently passed the ownership baton!
 The Kreider family, B. R. Kreider & Son, Inc., Manheim, PA, (excavating, paving and site management), transferred ownership from G3 to G4 in December 2009, beating the bleak odds as only 4% of family businesses make it to the fourth generation! G4 owners, Brent Kreider, Heidi Hollinger, and Courtney Dougherty are pictured here with their parents at the Kreider Family Covenant Celebration, which included the Transition Advisory Council (TAC Team). The Kreiders have been members of our Learning Community since 1992. Brent Kreider has been a member of one of our Leadership Labs since 2008. Read more.
Congratulations to Oliver Heating & Cooling who completed their transition from G1 to G2! Joe Oliver, Founder/Chief Steward & Chairman, transferred the stewardship of ownership to the next generation in December 2009. Rocco Pace continues to serve the Oliver family in the role of president guided by the Board of Directors and Joe's sons: David, Bill and Jim. The TAC Team assisting with this transition was chaired by Henry Landes and included Rocco Pace, Mario Vicari, Jon Samel, Jim Owens, Chris Benfer, and board member John Haley. Oliver Heating & Cooling has been a Member of our Learning Community since 2000. David Oliver and Rocco Pace are both long-term members of Peer Leadership Labs which supports continuous growth and development. |
Welcome New Learning Lab Members!
 Welcome to David Montanya, G2 from
 And welcome to David's brother-in-law, John Allison, G2 from
Montage Enterprises in Blairstown, NJ, who joined Learning Lab 3. John's photo was taken at a 2008 Forum with his son Jack, one of our youngest Learning Community members. |
| News from the Family Business Center |
Learning Community Director - Sally Derstine
Climbing Up Our Ladders
In my work with business families, it is satisfying to watch particularly the next generation "climb up the ladder," so to speak, as competent leaders in their families as well as in their businesses and/or as shareholders, if that is what they choose to do. In addition to continually refreshing business strategy and upgrading their team, family business leaders also need to reinvent themselves. Reinventing ourselves is a lifelong process that can be learned and practiced no matter what our age. It's a matter of climbing our "internal ladder"; and we can choose to make the ascent any time we want! Read more... |
 President's Corner - Henry Landes
Earlier this month I was honored to give a tribute at the memorial services of one of my favorite aunts, Dorothy Miller. You likely have favorite aunts or relatives who paved the way for you and others to new experiences and who evoke the powerful, comfortable feeling that "I like myself when I am near you."
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Recommended Reading
Reinventing Yourself: How to Become the Person You've Always Wanted to Be
by Steve Chandler
This resource provides practical
accessible insight into breaking down negative barriers and letting go of destructive thoughts that prevent us from fulfilling our goals and dreams. Provided are techniques to transform what "could have been" into "what will be." | |
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| Founded in 1988, the Delaware Valley Family Business Center is a family business advisory firm which prepares business families for generations of success. As the premier Family Business Center in the Philadelphia area, we have served over 600 business families. Our intergenerational team-building process, "The Lasting Legacy Process™" provides the direction, confidence and tools to grow robust enterprises, develop competent leaders and strengthen family relationships.
For more information on preparing for generations of success or to register for an upcoming event, please contact Sally Derstine at (215) 723-8413 or click here to email. | |
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