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.
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
