Name: Succession Planning 101: Where to Begin?
Date: March 30, 2023
Time: 8:00 AM - 9:30 AM EDT
Registration: Register Now
Succession Planning 101: Where to Begin?
If you know you need a plan but don’t know where to start, join us at the next quarterly Succession Planning Roundtable where we will discuss the basics:
- What kind of owner are you? Operating? Captive? Burdened? Benevolent Dictator? There are several types of owners and identifying which you – and other stock-owning family members - is a great place to start.
- What are your criteria for next gens to join the business? When, along with compensation and expectations – all important considerations. We’ll cover best practices on this sometimes-controversial topic!
- Buy-Sell Agreements: Who needs them and the important reasons behind them.
- Seven Keys to Family Business Succession: It’s more than signing over ownership! We’ll tackle the succession of ownership, management, leadership, authority, relationships, and values & respect.
Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will facilitate this discussion, give practical advice, and answer any questions you may have.
Generously sponsored by Morgan Stanley
It is never too early to think about succession planning in a family owned business! This dynamic quarterly roundtable is facilitated by Bea Wolper of Emens Wolper Jacobs & Jasin Law Firm and Meredith Sugar of Taft/. 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.