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Name: Succession Planning Peer Group
Date: March 11, 2021
Time: 7:30 AM - 8:30 AM EST
Event Description:

Operating Agreement
 
Without a solid operating agreement, conflict can cause harm to a family business including loss of control of the business.  A thoughtful operating agreement can mitigate such harm as family dynamics change over time. This discussion will include:
  • Transfer restrictions
    • What happens when someone leaves?
    • Death; Divorce
    • Puts and calls
  • Cash flow distributions
  • Management – member-managed versus manager-managed
Generously sponsored by 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 OBrien of OBrien & 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.
 
Please register in advance:
https://us02web.zoom.us/meeting/register/tZAsfumvqj4uGNRWAAKmWFGxkaVqIqEUyyI8

After you register, an email will be sent to you from ZOOM with log-in information for the meeting.  
* If you are new to ZOOM, you can test your device here: https://zoom.us/test
Event Sponsors:
Date/Time Information:
7:30-8:30 a.m.
Contact Information:
Amy Dotts, COO
Fees/Admission:
Free for Conway Center members.

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