Succession Planning Peer Group* Note DATE Change to Tue 6/23

Name: Succession Planning Peer Group* Note DATE Change to Tue 6/23

Date: June 23, 2020

Time: 7:30 AM - 9:00 AM EDT

Event Description:

Buying or Selling a Business

• Are you planning on buying or selling within two years?

• Confidentiality Agreement (NDA)

• Reasons to sell/buy

• Bringing on investors

• Valuation revisited

• Creating life after succession

Generously sponsored by M organ Stanley

We will be using ZOOM for our meetings since we cannot meet in person! Here is the link for this peer group virtual meeting, please register in advance:
https://us02web.zoom.us/meeting/register/tZ0rdO6qrjIsEtKmv_UJ7ZjpTSOTehwP0uX3

After you register, an email will be sent to you from ZOOM with log-in information for the meeting. You do not need a ZOOM account to join, you can attend this meeting from anywhere using a compatible computer or mobile device. We want to see your face so video will be enabled for peer group virtual meetings! Remember this is a casual group so appear as you are (messy hair/no make-up totally fine!). Note that if you do not have video capability, you are still welcome to join.

** If you are new to ZOOM, you can test your device here: https://zoom.us/test

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.