Name: Succession Planning Peer Group
Date: April 8, 2021
Time: 7:30 AM - 8:30 AM EDT
Our guest contributor will discuss why a current business valuation is important for your family business, including:
• Valuation strategies that can help you increase your profitability
• How a company is valued, and how others outside the business view that value
• Why you need to get an updated valuation and why an accurate valuation is important if there is a gift.
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, 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:
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