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  • Center for Closely Held Firms

    What is the Center for Closely Held Firms?

    A Definition
    Closely Held firm is an all encompassing term meaning a business that has a limited number of owners and is not publicly traded. Family businesses fit into this category along with others controlled by a few people who may or may not be related. A family-owned firm is one that has been started by and is expected to be passed to succeeding generations of the family.

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    The Center
    Loyola College has founded the Center for Closely Held Firms to help Closely Held and family businesses to survive, grow and prosper.

    The Center offers members access to an extensive network of business contacts, including experts in finance, law, accounting, marketing and insurance. As the area's only university-based center for Closely Held firms, the Center is also able to pool resources from the private, professional and academic areas to give your company assistance from a variety of perspectives. The Center's activities include:

    1. Presenting seminars featuring leading experts in successfully managing Closely Held firms. These seminars provide a forum for the dissemination of ideas and the exchange of information.
    2. Establishing special interest groups among the members, which meet periodically to explore, discuss and share ideas on problems of mutual concern.
    3. Granting access to the expertise of specialists in accounting, law, employee relations, industrial psychology, strategic planning, insurance, marketing, finance and more.
    4. Providing members with opportunities to reach out and broaden their professional and social horizons in the comfort of a familiar environment, with a built-in community or peers to be counted upon for support and continuing dialogue.

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    Benefits for Members
    The Loyola Center for Closely Held Firms assists its U.S. & International Members to:

    • define business, family and personal goals
    • develop management and leadership skills within an organization
    • develop governance skills in owners, managers, directors and professionals
    • define your company's mission and strategic plan
    • implement targeted marketing strategies
    • explore and initiate international opportunities
    • plan and implement ownership and generation transition
    • share information and ideas among members with similar experience and goals
    • access current, timely industry and management information through the Center's dedicated professionals who specialize in the needs of the Closely Held firm
    • directly access professionals in accounting, finance, law, insurance and marketing from the Center's sponsor firms who have a long tradition of service to businesses in the Maryland community.

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    Loyola Center for Closely Held Firms Membership Fee Structure

    Individual attending a meeting in response to advertised announcements

    $ 125.00

    Additional attendees from the same company

    $ 62.50

    Annual membership fee; revenues $ 2,000,000 or greater

    $ 750.00

    Revenues less than $ 2,000,000, 1st year only

    $ 375.00

    Annual members may bring any number of employees of their companies to seminars. All payments for individual seminars will credit to annual membership. All members are encouraged to bring prospective members to seminars as a guest of the Center.

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    Click here to fill out a membership application.

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