Name: Succession Planning Peer Group
Date: September 9, 2021
Time: 7:30 AM - 9:00 AM EDT
Website: Conway Center for Family Business
Registration: Register Now
Every Family Business Succession Situation is Unique
We’re excited to be back in person as we re-group and discuss the crazy year-end we will all have due to the likely lowering of the estate tax exemption, valuations, gifting, Covid effects on your family business … just to name a few!
We also want to hear from you, and discuss issues important to you:
- What brings you here today and what do you want out of this group?
- Where are you in your succession process – timeline?
- What are the key challenges you anticipate or are encountering?
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 Jacobs & Jasin 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.