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DTSTART:20231102T120000Z
DTEND:20231102T133000Z
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SUMMARY:Succession Planning Roundtable: What's Behind the Curtain?... The Details of Buy-Sell Agreements
DESCRIPTION:What's Behind the Curtain?... The Details of Buy-Sell Agreements\n\n\nA 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.\n\n\n\nJoin us in person as we pull back the curtain to dig deep into the details of buy-sell agreements.  Discussion will include:\n\n \n\n  Who should own?  Who are "Permitted Transferees?"  Who should be?\n\n  The 4 D's (death\, disability\, d.i.v.o.r.c.e\, and dissension)\n\n  Calls and Puts\n\n  Drag Along and Tag Along\n\n  How to determine fair market value if buying out an interest and values depending on circumstances \n\n  What happens if the buy-sell agreement is TOO restrictive?\n\n\nBea 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!\n\n\n\nGenerously sponsored by Morgan Stanley   \n\n \n\n\nIt 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.
X-ALT-DESC;FMTTYPE=text/html:<br />\n<strong>What&#39\;s Behind the Curtain?... The Details of Buy-Sell Agreements</strong>\n<div><br />\nA well-drafted and executed buy-sell agreement can go a long way toward ensuring the multigenerational longevity of your&nbsp\;family business.&nbsp\; It can help to protect the family\,&nbsp\;the company\, and can provide peace of mind about the future for family business owners.</div>\n\n<div><br />\nJoin us in person as we pull back the curtain to dig deep into the details of&nbsp\;buy-sell agreements.&nbsp\; Discussion will&nbsp\;include:<br />\n&nbsp\;</div>\n\n<div style="margin-left: 40px\;">&bull\;<span style="white-space:pre"> </span>Who should own?&nbsp\; Who are &ldquo\;Permitted Transferees?&rdquo\;&nbsp\; Who should be?</div>\n\n<div style="margin-left: 40px\;">&bull\;<span style="white-space:pre"> </span>The 4 D&rsquo\;s (death\, disability\, d.i.v.o.r.c.e\, and dissension)</div>\n\n<div style="margin-left: 40px\;">&bull\;<span style="white-space:pre"> </span>Calls and Puts</div>\n\n<div style="margin-left: 40px\;">&bull\;<span style="white-space:pre"> </span>Drag Along and Tag Along</div>\n\n<div style="margin-left: 40px\;">&bull\;<span style="white-space:pre"> </span>How to determine fair market value if buying out an interest&hellip\;and values depending on circumstances&nbsp\;</div>\n\n<div style="margin-left: 40px\;">&bull\;<span style="white-space:pre"> </span>What happens if the buy-sell agreement is TOO restrictive?</div>\n<br />\nBea Wolper of Emens Wolper Jacobs &amp\; Jasin and Meredith Sugar of Taft/ will facilitate this discussion\, give practical guidance\, and answer any questions you may have.&nbsp\; Don&#39\;t miss this opportunity!<br />\n<br />\n<em>Generously sponsored&nbsp\;by&nbsp\;<a href="http://fa.morganstanley.com/fortis/">M</a><a href="http://fa.morganstanley.com/fortis/">organ Stanley</a>&nbsp\; &nbsp\;</em><br font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="" />\n&nbsp\;\n<hr font-size:="" style="border-right: 0px\; border-bottom: 0px\; border-left: 0px\; border-image: initial\; border-top-style: solid\; border-top-color: rgb(204\, 204\, 204)\; color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="" /><br font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="" />\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 quarterly 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 Wolper Jacobs &amp\; 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\;&nbsp\; attending together with successors or next gens is very important and beneficial.</span></span><br font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="" />\n<strong font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet=""><span style="color: rgb(255\, 0\, 0)\;">&nbsp\;</span></strong>
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.
UID:e.9081.7408
SEQUENCE:3
DTSTAMP:20260505T020229Z
URL:http://conwayfamilybusiness.memberzone.com/events/details/succession-planning-roundtable-what-s-behind-the-curtain-the-details-of-buy-sell-agreements-7408
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