Succession 2.0 Peer Group

Event Sponsors

Date and Time

Wednesday Sep 26, 2018
7:30 AM - 9:30 AM EDT

Wednesday, September 26, 2018
7:30-9:30 a.m.

Location

Ohio Dominican University
Griffin Student Center Room 276
1216 Sunbury Road
Columbus, OH 43219

Fees/Admission

Free for Conway Center members.

Generously sponsored by W3 Wealth Management

Contact Information

Amy Dotts, Event Coordinator
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Succession 2.0 Peer Group

Description

Steps to buy/sell the business:

• Preparing a company for a sale to a third party

• Due Diligence before putting a company up for sale

• Due Diligence when buying a company

• Family (insider) sales

• LOI

• Asset or Stock Purchase

• Escrow

• Consulting Agreements

• ESOP Transactions (100% or Partial)

Succession Planning 2.0 is a quarterly Peer Group focusing on more in-depth sessions on succession planning. Led by Bea Wolper of Emens & Wolper Law, Tony Kington of Taft Law, and Thaddeus O'Brien of O'Brien & Associates, these sessions delve into topics aimed to educate members who have attended the monthly Succession Planning sessions but all Conway members are invited to attend. Please note this Peer Group is taking a hiatus in 2019.