Name: Succession Planning 1.0 Peer Group
Date: September 13, 2018
Time: 7:30 AM - 9:00 AM EDT
Registration: Register Now
Initial Steps to Start Your Succession Planning Journey
- Why are you here and what do you hope to get out of this peer group?
- Why is succession planning important?
- What is the right timeline for beginning to lay out a succession plan? (Hint: It’s never too early!)
- What state is your business in and where do you think the business is going?
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.
Generously sponsored by Morgan Stanley