Signature Event: Balancing Bonds

The Role of Shareholder Agreements
Just as atoms bind to create powerful compounds, shareholder agreements bind families to a shared mission and protect their business legacy. This session reveals the essential “elements” that create a balanced and resilient family business agreement. Learn the formulas available to resolve disputes before they arise and preserve harmony, even in times of change. By crafting these bonds thoughtfully, your family will be equipped to face the future with confidence, knowing you’ve built a foundation that cannot be easily shaken. In this signature event, we will explore these concepts through a fictional lens, covering essential topics such as drafting shareholder agreements, planning for transitions, resolving disputes, and determining the value of your business. 

SPEAKERS:


Nick Adamy, Adamy Valuation, President

Nick Adamy is a Managing Director and Shareholder of Adamy Valuation. He has extensive experience providing valuation, financial advisory, and expert witness services to private and public companies, business owners, corporate finance executives, investors, trustees, and attorneys for a variety of purposes. He has advised clients on transactions and cases involving mergers & acquisitions, shareholder stock purchases, initial public offerings, leveraged buyouts, shareholder litigation, estate and gifting, divorce, commercial litigation, and employee stock ownership plans. He has worked with companies ranging in size from under $5 million in revenues to over $4 billion across a broad swath of industries.
Nick is a firm believer in the importance of community. He is actively engaged in the local community as well as the national ESOP and valuation communities through a variety of volunteer and leadership roles. Prior to joining the firm, Nick was a Vice President in the Corporate Financial Advisory and Investment Banking practice of Duff & Phelps, LLC. He spent the early part of his career in the auto industry in engineering and strategic planning roles with a Tier 1 automotive supplier.



Anthony Pearson, Rhoades McKee, Business Planning and Corporate Attorney 

Tony Pearson is a Shareholder at Rhoades McKee and on the Firm’s Executive Committee. As a member of the Business and Corporate Law Team, he focuses his practice on closely-held businesses, mergers and acquisitions, tax planning, trademarks, copyrights, and commercial transactions. Tony helps businesses navigate the various laws that make up the challenging legal landscape arising throughout the life cycle of the business.
He is a member of the Grand Rapids Bar Association, the State Bar of Michigan, the Fundraising Committee for Junior Achievement of the Michigan Great Lakes, the Lowell Area Chamber of Commerce, and the Rotary International Club of Lowell.