Succession Planning 101: Where to Begin?
Event Sponsors
Date and Time
Thursday Sep 12, 2024
8:00 AM - 9:30 AM EDT
Thursday, September 12, 2024
7:45-8:00 a.m. - Registration/Coffee
8:00-9:30 a.m. - Session
Location
Ohio Dominican University
Griffin Student Center - ROOM 258-259
1215 Sunbury Rd.
Columbus, Ohio 43219
Please print and place this PARKING PASS on your dashboard.
Fees/Admission
Free for Conway Center members. Owners and next gens are strongly encouraged to attend this session together!
Contact Information
Amy Dotts, COO & Events Manager
Send Email
Description
Succession Planning 101: Where to Begin?
If you are new to succession planning, need expert advice, or simply don't know where to start, don't miss this in-person roundtable where we will cover the fundamentals!
Topics we will discuss in this session include:
- What kind of owner are you? There are several types of owners and identifying which you – and other stock-owning family members - is a great place to start.
- What are your criteria for next gens to join the business? When, along with compensation and expectations – all important considerations. We’ll cover best practices on this sometimes controversial topic!
- Buy-Sell Agreements: Who needs them and the important reasons behind them.
- Seven Keys to Family Business Succession: It’s more than signing over ownership! We’ll tackle the succession of ownership, management, leadership, authority, relationships, and values, and respect.
► IMPORTANT NOTE: This session is not just for founders/owners; attending together with successors or next gens is very important and beneficial!
Generously sponsored by Morgan Stanley
It is never too early to think about succession planning in a family-owned business! This dynamic quarterly roundtable is facilitated by Bea Wolper of Emens Wolper Jacobs & Jasin Law Firm and Meredith Sugar of Taft/. They provide a forum that will provide the foundation for transitioning your family business to the next generation.
