Transitions In Family-Owned Businesses: How a mediator’s skills can help a family-owned business successfully transition to the next generation

Presented by, Warren Baker, Richard Lutringer, & Matthew Caras

in collaboration with the Commercial Section of the Association for Conflict Resolution (ACR).

ADRHub Webinar: Transitions In Family-Owned Businesses from Bryan J Hanson on Vimeo.

Session Description:

In this program 3 experienced mediators who specialize in working with family-owned businesses will take you through a case study of a 1^st generation family business. You will learn from the presenters how a mediator can help the business navigate 3 critical issues for the next generation: transitions in Leadership, Governance and Ownership. The business case study for Simpson Garden Supply should be reviewed beforehand and is available by link at the time of registration. CLICK HERE FOR THE CASE STUDY.

Presenter Bios:

Warren Baker facilitates and mediates disputes with a concentration in the family business arena and a national practice based in the Chicago. He has facilitated or mediated in a wide-range of subject areas and disputes including commercial, family, family enterprise, employment, elder, healthcare and probate. After 35 years advising high net-worth families and their commercial enterprises as their lead counsel, Warren founded The Family Business Fulcrum, a mediation, advisory and consulting business, focused on conflict avoidance and resolution for family-owned businesses and their owners, single and multi-family offices, bank and independent trust companies and wealth management firms. Warren Chairs ACR’s Commercial Section and serves on its Advisory Council. He has founded and leads the Family-Owned Business Group of the Commercial Section. Through his role on the Executive Committee, Warren also leads the Midwest Chapter of the Family Firm Institute (FFI) and serves as its Program Chair. Warren received his formal Mediation training at Northwestern University and is a Certified Family Business Advisor, with his Certificate from FFI. Warren has presented on innumerable topics in

the field of conflict avoidance and dispute resolution to ADR conferences, single and multi-family offices, family businesses, banks and independent trust companies. Warren is a former Senior Partner with the law firms Drinker Biddle & Reath and Winston & Strawn. His education and certifications include: CFBA, Family Firm Institute; Mediation , Northwestern University; J.D., John Marshall Law School; B.S., University of Pennsylvania; Phillips Academy, Andover, MA Contact Information: Office (312)-569-1350; Mobile (312) 848-1350 or WBaker@theFBF.com

Richard Lutringer mediates commercial, business, probate and employment disputes, as well as disputes among small business owners and family-owned businesses and probate disputes in New York City and Southern California.

Richard is certified as a commercial mediator by CEDR (London), IMI, and the American Arbitration Association and is on the mediation panels of the CPR, Federal District Courts for the Southern and Eastern Districts of New York, the Commercial Division of the New York Supreme Court, the New Jersey Superior Court and Community Mediation Services, Inc. Mr. Lutringer has served as a member of the board of directors of NYSDRA and ACR chapter for Greater NYC. He is currently Chair of the Mediation Advisory Committee of the New York County Surrogate’s Court, as well as Chair of the Desert Professional Development Group of the Southern California Mediation Association and holds a Certificate on Family Business Advising from the Family Firm Institute.

Additional biographical information, including professional articles and speaking engagements is available at the website LutringerADRconsulting.com

Matthew L. Caras, J.D.,is a founder, principal and managing director of Leaders LLC, a mergers and acquisitions firm with a nationwide practice. He also provides services as a mediator and neutral negotiation facilitator in the context of transactions involving family-owned businesses. Mr. Caras received his formal mediation training at Harvard Law School (PON) and Northwestern University. Prior to founding Leaders LLC, he was a partner of Verrill Dana LLP, a full service law firm with over 130 attorneys and offices in Portland ME, Boston MA, Washington DC, and Westport CT. Mr. Caras can be reached at 207-318-1893 or MCaras@Leaders-LLC.com. For additional information, please visit Leaders-LLC.com.