Succession Planning 101: Where to Begin?

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Name: Succession Planning 101: Where to Begin?
Date: September 12, 2024
Time: 8:00 AM - 9:30 AM EDT
Registration: Register Now
Event Description:

Succession Planning 101: Where to Begin?


If you are new to succession planning, need expert advice, or simply don't know where to start, don't miss this in-person roundtable where we will cover the fundamentals!

Topics we will discuss in this session include:
  • What kind of owner are you? 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, and 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.  

► IMPORTANT NOTE: This session is not just for founders/owners; attending together with successors or next gens is very important and beneficial!

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 that will provide the foundation for transitioning your family business to the next generation.
 
Event Sponsors:
Location:
Ohio Dominican University
Griffin Student Center - ROOM 258-259
1215 Sunbury Rd.
Columbus, Ohio 43219

Please print and place this PARKING PASS on your dashboard.

 
Date/Time Information:
Thursday, September 12, 2024
7:45-8:00 a.m. - Registration/Coffee
8:00-9:30 a.m. - Session
Contact Information:
Amy Dotts, COO & Events Manager
Send an Email
Fees/Admission:
Free for Conway Center members. Owners and next gens are strongly encouraged to attend this session together!

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