Name: Succession Planning Peer Group
Date: December 12, 2019
Time: 7:30 AM - 9:00 AM EST
Registration: Register Now
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.