Legacy Business Succession Planning

Wednesday, October 22, 2025 | 8:30 AM – 12:00 PM
Room 200, CEWIT Building, Stony Brook University

Keynote presentation by Dr. Richard Chan, drawing on academic research and findings from the Long Island State of Owner Readiness report. A panel of experts from Merrill Lynch, Grassi Advisors, and Alderman & Company will follow, offering practical strategies for effective succession planning.

Registration Fee: $50 (check payable to The Research Foundation for SUNY or invoiced upon request)

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