Events Calendar - Succession Planning

Thursday Nov 2, 2023
A well-drafted and executed buy-sell agreement can go a long way toward ensuring the multigenerational longevity of your family business. It can help to protect the family, the company, and can provide peace of mind about the future for family business owners. Join us in person as we pull back the curtain to dig deep into the details of buy-sell agreements. Discussion will include: • Who should own? Who are “Permitted Transferees?” Who should be? • The 4 D’s (death, disability, d.i.v.o.r.c.e, and dissension) • Calls and Puts • Drag Along and Tag Along • How to determine fair market value if buying out an interest…and values depending on circumstances • What happens if the buy-sell agreement is TOO restrictive? 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! Generously sponsored by Morgan Stanley ... read more
Categories: CCFB Roundtable, Succession Planning

Printed courtesy of www.familybusinesscenter.com – Contact the Conway Center for Family Business for more information.
P.O. Box 361106, Columbus, OH 43236 – (614) 253-4820 – info@familybusinesscenter.com