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Name: Succession Planning Roundtable: What's Behind the Curtain?... The Details of Buy-Sell Agreements
Date: November 2, 2023
Time: 8:00 AM - 9:30 AM EDT
Registration: Register Now
Event Description:

What's Behind the Curtain?... The Details of Buy-Sell Agreements

A well-drafted and executed buy-sell agreement can go a long way toward ensuring the multigenerational longevity of your family business.  It can help to protect the family, the company, and can provide peace of mind about the future for family business owners.

Join us in person as we pull back the curtain to dig deep into the details of buy-sell agreements.  Discussion will include:
 
Who should own?  Who are “Permitted Transferees?”  Who should be?
The 4 D’s (death, disability, d.i.v.o.r.c.e, and dissension)
Calls and Puts
Drag Along and Tag Along
How to determine fair market value if buying out an interest…and values depending on circumstances 
What happens if the buy-sell agreement is TOO restrictive?

Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will facilitate this discussion, give practical guidance, and answer any questions you may have.  Don't miss this opportunity!

Generously sponsored by Morgan Stanley   
 

It is never too early to think about succession planning in a family owned business!  This dynamic quarterly peer group is facilitated by Bea Wolper of Emens Wolper Jacobs & Jasin Law Firm and Meredith Sugar of Taft/. 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 258
1215 Sunbury Rd.
Columbus, Ohio 43219

Please print and place this PARKING PASS on your dashboard.

 
Date/Time Information:
Thursday, November 2, 2023
7:45-8:00 a.m. - Registration/Coffee
8:00-9:30 a.m. - Session
Contact Information:
Amy Dotts, COO
Fees/Admission:
Free for Conway Center members.

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