Name: Succession Planning 1.0 Peer Group
Date: March 14, 2019
Time: 7:30 AM - 9:00 AM EDT
Registration: Register Now
Succession of Values and Knowledge
- How does your company express values? Congruent with predecessor? Relate to principles?
- Importance of keeping the history, developing a Family Mission Statement, and celebrating family legacy.
Generously sponsored by The Fortis Group at Morgan Stanley
It is never too early to think about succession planning in a family owned business! This dynamic monthly peer group is facilitated by Bea Wolper of Emens & Wolper Law Firm, Thaddeus O?Brien of O?Brien & Associates, and Meredith Sugar of Taft Law. They provide a forum to discuss all aspects of succession planning - from inter-family dynamics to strategic planning - in interactive sessions that will provide the foundation for transitioning your 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.