Buy-Sell Agreements – Disagreement, Deadlock & the Disengaged Owner
Our February roundtable on buy-sell agreements generated such rich discussion that we ran out of time before covering one of the most challenging, and often most personal triggers in family business: Disagreement. Join us as we pick up where we left off and dive deep into the provisions that protect your business when co-owners can no longer agree. Whether you attended the February session or are joining us for the first time, this roundtable stands on its own, and is not to be missed!
Key Topics & Takeaways:
The 4th D: Disagreement – What happens when owners reach an impasse? How a well-drafted buy-sell agreement can resolve deadlock before it damages the business, the family, or both.
Calls and Puts in Action – How call options empower remaining owners to buy out a departing or disruptive partner, and how put options give an exiting owner the right to demand a buyout - and why getting these provisions right is critical when disagreement is the trigger.
"Retiring on the Job" – One of the most sensitive and overlooked issues in family business: what to do when an owner becomes disengaged, stops contributing, or quietly coasts while others carry the load - and how buy-sell provisions can address it before resentment takes over.
Valuation in Conflict Scenarios – Why buyout pricing triggered by disagreement may - and often should - differ from other triggering events, and how to structure fair terms that hold up under pressure.
Getting Ahead of It – Proactive steps your family business can take now, from governance structures to clearly defined roles, to minimize the risk of owner conflict before it reaches a breaking point.
Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will facilitate this discussion, share real-world scenarios, and give practical guidance, and answer any questions you may have. Don't miss this opportunity!
Generously sponsored by:
It’s never too early to start succession planning for your family business! Join our dynamic quarterly roundtable, led by Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/, for interactive discussions on every aspect of succession—from family dynamics to strategic planning. This program is valuable for both current leaders and next-generation successors; attending together is highly encouraged.
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Griffin Student Center - PRESIDENT'S DINING ROOM
1215 Sunbury Road
Columbus 43219
* The President's Dining Room is on the 2nd floor of the Griffin Student Center. Turn right if you take the stairs; turn left off the elevator. Follow the Conway signs!
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7:45-8:00 a.m. - Registration/Coffee
8:00-9:30 a.m. - Session
