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.
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Upcoming Events

Events Calendar - Succession Planning

Results Found: 2 View Full Calendar
Thursday Mar 10, 2022
If You Don't Prepare Your Family Business for the Unexpected – Who Gets Hurt? - The future is unknowable, but family businesses can work now to prepare for many of the potential challenges and changes ahead. Illness or death, marriage or divorce, business conflicts, financial hardship, pandemics - just a few changes that have the potential to disrupt the status quo. Join us for this discussion that will include the importance of estate planning, sharing a personal security checklist, and the importance of communication and constructive feedback during unplanned events to adapt to challenges and changes ahead. ... read more
Categories: CCFB Peer Group, Succession Planning
Thursday Apr 14, 2022
Should you gift your family business to the next generation or should the next generation be asked to buy the family business? In this session we will address the issues around gifting vs. selling including: When you should start the discussion to minimize disruption around your family relationships and your family business. Ways to transfer your business to your son or daughter so you incur the least amount debt and tax liability possible. ... read more
Categories: CCFB Peer Group, 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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