Building a Legacy: Succession & Family Business Success

Schedule

Thu Oct 09 2025 at 11:00 am to 01:00 pm

UTC-04:00

Location

BerryDunn | Portland, ME

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🌟 MFBA Speaker Luncheon
🎤 Building a Legacy: Succession & Family Business Success
đź—“ Thursday, October 9, 2025
🕚 11:00 a.m. – 1:00 p.m.
📍 BerryDunn + Zoom (Hybrid Event!)
🔍 Program Description:
Join us for an inspiring and insightful luncheon as we dive into one of the most critical—and personal—challenges facing family-owned businesses: succession planning. Building a Legacy brings together top-tier family business leaders and advisors to explore how strategy, governance, and generational transition intersect within the 3-Circle Model of Family Business.
Through real-life stories and expert insights, this session will reveal what it takes to align family values with business goals, ensure leadership continuity, and build a shared vision for the future. Whether you’re facing a generational shift or mapping out your next chapter, you’ll leave with tools and takeaways to strengthen both family ties and business performance.
We’ll have a front row seat for an intimate discussion with our Maine Family Business Awards Guest Speaker, Matt Nielson, on his family’s use of this model and what it means to their family’s legacy and success
🎙 Featuring a dynamic conversation with:
✨ Tammy Buss, Founder & Family Business Advisor at BlueRoots
✨ Matt Nielson, VP of Strategic Initiatives at Nielson-Massey Vanillas (and MFBA guest speaker)
💡 Don’t miss this opportunity to gain fresh perspective, connect with fellow leaders 🤝, and learn how to future-proof your family business while honoring the legacy that built it.
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Where is it happening?

BerryDunn, 2211 Congress Street,Portland, Maine, United States

Event Location & Nearby Stays:

Institute for Family-Owned Business

Host or Publisher Institute for Family-Owned Business

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