Succession Planning Peer Group

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Name: Succession Planning Peer Group
Date: December 12, 2019
Time: 7:30 AM - 9:00 AM EST
Registration: Register Now
Event Description:
 
Asset Transfer Strategies
 
How many of you have current valuations?  
Business valuation: what’s the business really worth?
Starting the journey
Pros & cons of gifts vs sales to successors
Redemption techniques
Estate transfers to Next Gen
Overcoming entitlement challenges

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 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.
Event Sponsors:
Location:
Ohio Dominican University *
Griffin Student Center -  Room 276
1215 Sunbury Road 
Columbus 43219
*Please place this PARKING PASS on your dashboard.
Date/Time Information:

7:30-9:00 a.m.
Contact Information:
Amy Dotts, Event Manager
Fees/Admission:
Free for Conway Center members 
Set a Reminder:
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