Top 6 Requirements For Long-Term Success

in Family Business


Top 6 Requirements For Long-Term Success in Family Business

Participants will learn 6 critical action steps necessary for long-term success in family business as they travel the value acceleration pathway.


Learning Objectives:

  • Planning
  • Coaching
  • Education


About the Presenter:

Learn from industry expert Mike McGrann, MA, MBA, FEA, CEPA, Owner of Telos Group.

Meet the Presenter

Thank you to our Sponsors!





This meeting will be held virtually or at in-person at the Merrill Lynch Seattle Office.

Address: 401 Union Street, Floor 26, Seattle, WA 98101.


The EPI Washington Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Presenter

Mike McGrann, MA, MBA, FEA, CEPA

Mike McGrann, MA, MBA, FEA, CEPA

Owner of Telos Group

Meet Mike McGrann:

Mike has spent his career working in diverse ways with enterprising families. His dedication to supporting them through the challenges and successes of managing their wealth, relationships, businesses, and other endeavors led him to found the Telos Group with Judi Cunningham. Throughout his career he has worked with family firms and family offices from across the world, and he teaches and coaches in the areas of entrepreneurship, strategic planning, and family enterprising. As a consultant focused on growth and transition strategies for enterprising families, Mike also serves on the Boards of several growing companies.. He is a researcher, educator, and curriculum developer, with teaching experience at several universities, and he founded the Initiative for Family Business and Entrepreneurship at Saint Joseph’s University in Philadelphia, PA. A seasoned speaker and teacher on all aspects of family enterprise, he blends stories, knowledge, and experience in a way that captivates audiences.

Mike grew up in Colorado and now lives outside Philadelphia. He has two sons in college, three dogs, and a hermit crab named Squishy. He loves skiing, hiking, and just about any other outdoor activity.