The Legacy Table: Building a Business That Lasts for Generations

Family businesses are the backbone of our economy, but long-term success requires intentional planning, strong leadership, and a strategy for the future. Join us for this three-part series designed to help family-owned businesses navigate growth, strengthen operations, and prepare the next generation for success.

Webinar 1

Mixing Business with Family: How to Manage Growth and Relationships
July 30 | 9:00 AM
Presented by Dr. Claudio Muller, Associate Professor of Practice, Texas Tech University

As family businesses grow, balancing personal relationships with business decisions becomes increasingly complex. This session will explore practical strategies for managing family dynamics, establishing clear roles and responsibilities, and creating a foundation for sustainable growth.

Webinar 2

Building to Last: Making Your Business Independent of You
August 6 | 9:00 AM
Presented by Dr. Claudio Muller, Associate Professor of Practice, Texas Tech University

One of the greatest challenges for business owners is building an organization that can thrive without their constant involvement. Learn how to create systems, develop leadership, and establish processes that increase the value, stability, and longevity of your business.

Luncheon Finale

The Legacy Table

August 14 | Luncheon Event

Join industry experts, financial professionals, and business leaders for an engaging luncheon focused on protecting, growing, and transitioning your family business for future generations.

Topics include:

• Generational Transition: Designing a succession plan that preserves your legacy
• Financing the Future: Access to capital strategies for growth and expansion
• Asset Protection: Modern approaches to fraud prevention and risk management

Whether you're preparing for retirement, planning for future leadership, or looking to strengthen your business for the next generation, this series will provide practical tools, expert guidance, and meaningful conversations to help secure your family's legacy.