Please join Robert Chalfin during Business Talk with Chalfin as he speaks with business owners, experts, academics, authors, and other professionals on topics that are critical to your business and you. Bob is an attorney, CPA, and a Lecturer in Management at The Wharton School of the University of Pennsylvania where he teaches graduate-level courses on acquiring closely held businesses and real estate entrepreneurship to MBA candidates. He has been the recipient of several Wharton Teaching Excellence Awards. He is an owner/investor of several closely held businesses, developed real estate, and has been the Court-appointed receiver and fiscal agent of several businesses. He is the author of the books, A Practical Guide to Selling a Business (2022), A Practical Guide to Buying a Business (2020), and Selling Your IT Business: Valuation, Finding the Right Buyer, and Negotiating the Deal. (2006). Mr. Chalfin is the CEO of The Chalfin Group Inc., a Metuchen, New Jersey-based firm that offers advisory services in connection with the purchase and sale of closely held businesses, strategic planning, and valuation.
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Please join Robert Chalfin during Business Talk with Chalfin as he speaks with business owners, experts, academics, authors, and other professionals on topics that are critical to your business and you. Bob is an attorney, CPA, and a Lecturer in Management at The Wharton School of the University of Pennsylvania where he teaches graduate-level courses on acquiring closely held businesses and real estate entrepreneurship to MBA candidates. He has been the recipient of several Wharton Teaching Excellence Awards. He is an owner/investor of several closely held businesses, developed real estate, and has been the Court-appointed receiver and fiscal agent of several businesses. He is the author of the books, A Practical Guide to Selling a Business (2022), A Practical Guide to Buying a Business (2020), and Selling Your IT Business: Valuation, Finding the Right Buyer, and Negotiating the Deal. (2006). Mr. Chalfin is the CEO of The Chalfin Group Inc., a Metuchen, New Jersey-based firm that offers advisory services in connection with the purchase and sale of closely held businesses, strategic planning, and valuation.
Family Business: Challenges and Opportunities of Succession with Megan Helzner
Business Talk With Chalfin
24 minutes 22 seconds
6 months ago
Family Business: Challenges and Opportunities of Succession with Megan Helzner
In this episode of Business Talk with Chalfin, Bob sits down with Megan Helzner, Principal at CFAR, to explore one of the most critical — and complicated — topics in family enterprise: succession.
With more than 15 years of experience working across family-owned businesses, nonprofits, healthcare, and higher education, Megan brings a unique systems-based perspective to navigating leadership transitions. Together, Bob and Megan dive into the emotional and operational complexities of succession planning, from governance and generational dynamics to strategy and communication.
Whether you're a business owner preparing to pass the torch or a next-gen leader stepping into new responsibility, this conversation offers practical insights and a deeper look at the opportunities hidden within the challenges of succession.
Business Talk With Chalfin
Please join Robert Chalfin during Business Talk with Chalfin as he speaks with business owners, experts, academics, authors, and other professionals on topics that are critical to your business and you. Bob is an attorney, CPA, and a Lecturer in Management at The Wharton School of the University of Pennsylvania where he teaches graduate-level courses on acquiring closely held businesses and real estate entrepreneurship to MBA candidates. He has been the recipient of several Wharton Teaching Excellence Awards. He is an owner/investor of several closely held businesses, developed real estate, and has been the Court-appointed receiver and fiscal agent of several businesses. He is the author of the books, A Practical Guide to Selling a Business (2022), A Practical Guide to Buying a Business (2020), and Selling Your IT Business: Valuation, Finding the Right Buyer, and Negotiating the Deal. (2006). Mr. Chalfin is the CEO of The Chalfin Group Inc., a Metuchen, New Jersey-based firm that offers advisory services in connection with the purchase and sale of closely held businesses, strategic planning, and valuation.
