Events Calendar - Succession Planning - Succession Planning - Conway Center for Family Business

Succession Planning

A quarterly peer group for family business leaders

Return to Educational Opportunities

From inter-family dynamics to strategic planning, these interactive sessions will provide the foundation for transitioning the family business to the next generation. This program is not just for founders/owners - attending together with successors or next gens is very important and beneficial.

Facilitator: Co-facilitated by Bea Wolper, Emens Wolper Jacobs & Jasin and Meredith Sugar, Taft/ Law.
Frequency: Quarterly
Fee: FREE for all Conway Center members
Pre-approval to join? No, this is a drop-in group, but meeting RSVP is required
Service Providers eligible? Yes, Service Providers are welcome (limit 2/company), meeting RSVP is required

Generously sponsored by Morgan Stanley

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Group Mailing List

Fill out the form below to request to receive monthly email invitations notifying you of each Succession Planning Group session.

Upcoming Events

Events Calendar - Succession Planning

Results Found: 1 View Full Calendar
Thursday Feb 26, 2026
A thoughtfully designed and implemented buy-sell agreement is one of the most powerful tools for preserving your family business across generations, protecting both the family and the company while giving owners greater peace of mind about the future. Join us as we unpack the key provisions every buy-sell agreement needs to safeguard your family business. Key Topics: The Four D’s, Calls and Puts, Tag-Along & Drag-Along Rights, Equal Shares Trap, Valuation Methods. Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will facilitate this discussion, give practical guidance, and answer any questions you may have. Don't miss this opportunity! ... read more
Categories: CCFB Roundtable, Succession Planning

I still have questions. How can I get more information about the Succession Planning Roundtable?

Contact Amy Dotts, COO and Events Manager at adotts@familybusinesscenter.com or 614-847-0160

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