On Thursday, July 11th, Ankura Capital Advisors' Kathleen Lauster, CFA spoke on a panel at the The Explorers Club titled, "The Great Handoff: Preserving the Legacy and Future of your Business During a Transaction." 

Kathleen, along with an esteemed group of panelists, shed light on numerous issues family businesses face throughout the process of succession planning.

Special thanks to fellow panelists Sean O'Dowd from Silvercrest Asset Management, Jason Correia from CLA (CliftonLarsonAllen), and Betsy Falkoff from Cummings & Lockwood LLC, and to the moderator, Daniel Beer, from Freeman Clarke, for their insightful contributions. 

For more information, please reach out to project leads Kathleen Lauster, CFA, and Matthew Lapish

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