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2027 SPEAKER LINEUP

The 2027 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

BREAKOUT

Matthew Kerzner

CEO

The Psychology of Succession and Transition Planning in Family-Owned Businesses

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Matthew Kerzner, Ph.D., advises family-owned businesses on succession, transition, governance, leadership, and organizational health. His work integrates business psychology and Gestalt methodology with practical family-enterprise advising. He...

ABOUT MATTHEW

Matthew Kerzner, Ph.D., advises family-owned businesses on succession, transition, governance, leadership, and organizational health. His work integrates business psychology and Gestalt methodology with practical family-enterprise advising. He developed the Kerzner STAMP from in-depth research with CEOs of multigenerational family businesses to help families assess readiness, surface risk, and turn difficult conversations into actionable transition plans. 

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