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BEGIN:VEVENT
DTSTART:20191212T123000Z
DTEND:20191212T140000Z
X-MICROSOFT-CDO-ALLDAYEVENT:FALSE
SUMMARY:Succession Planning Peer Group
DESCRIPTION:Asset Transfer Strategies\n\n \n\n  How many of you have current valuations?  \n\n  Business valuation: what's the business really worth?\n\n  Starting the journey\n\n  Pros & cons of gifts vs sales to successors\n\n  Redemption techniques\n\n  Estate transfers to Next Gen\n\n  Overcoming entitlement challenges\n\n\nGenerously sponsored by Morgan Stanley   \n\n\n\nIt 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.
X-ALT-DESC;FMTTYPE=text/html:&nbsp\;\n<div><strong>Asset Transfer Strategies</strong><br />\n&nbsp\;</div>\n\n<div>&bull\;<span style="white-space:pre"> </span>How many of you have current valuations?&nbsp\;&nbsp\;</div>\n\n<div>&bull\;<span style="white-space:pre"> </span>Business valuation: what&rsquo\;s the business really worth?</div>\n\n<div>&bull\;<span style="white-space:pre"> </span>Starting the journey</div>\n\n<div>&bull\;<span style="white-space:pre"> </span>Pros &amp\; cons of gifts vs sales to successors</div>\n\n<div>&bull\;<span style="white-space:pre"> </span>Redemption techniques</div>\n\n<div>&bull\;<span style="white-space:pre"> </span>Estate transfers to Next Gen</div>\n\n<div>&bull\;<span style="white-space:pre"> </span>Overcoming entitlement challenges</div>\n<br />\n<em style="font-size: 13px\; background-color: rgb(255\, 255\, 255)\; color: rgb(68\, 68\, 68)\; font-family: arial\, Arial\, Helvetica\, sans-serif\;">Generously sponsored&nbsp\;by&nbsp\;<a href="http://fa.morganstanley.com/fortis/" style="color: rgb(7\, 130\, 193)\;">M</a><a href="http://fa.morganstanley.com/fortis/" style="color: rgb(7\, 130\, 193)\;">organ Stanley</a>&nbsp\; &nbsp\;</em><br />\n<br />\n<span style="color: rgb(51\, 51\, 51)\; font-size: 13px\; font-family: corbel\, sans-serif\;"><span style="font-size: 10pt\;">It is never too early to think about succession planning in a family owned business!&nbsp\;&nbsp\;</span></span><span style="color: rgb(51\, 51\, 51)\; background-color: rgb(255\, 255\, 255)\; font-family: corbel\, sans-serif\; font-size: 13.3333px\;">This dynamic monthly peer group is facilitated by</span><span style="color: rgb(51\, 51\, 51)\; font-size: 13px\; font-family: corbel\, sans-serif\;"><span style="font-size: 10pt\;">&nbsp\;Bea Wolper of Emens &amp\; Wolper Law Firm\, Thaddeus O&rsquo\;Brien of O&rsquo\;Brien &amp\; 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 &ndash\; attending together with successors or next gens is very important and beneficial.</span></span>
LOCATION:Ohio Dominican University * Griffin Student Center - Room 276 1215 Sunbury Road Columbus 43219 *Please place this PARKING PASS on your dashboard.
UID:e.9081.4315
SEQUENCE:3
DTSTAMP:20260507T050752Z
URL:http://conwayfamilybusiness.memberzone.com/events/details/succession-planning-peer-group-12-12-2019-4315
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