Succession Planning Peer Group

Event Sponsors

The Fortis Group at Morgan Stanley
Date and Time

Thursday Jan 9, 2020
7:30 AM - 9:00 AM EST


7:30-9:00 a.m.

Location

Ohio Dominican University *
Griffin Student Center -  Room 276
1215 Sunbury Road 
Columbus 43219
*Please place this PARKING PASS on your dashboard.

Fees/Admission

Free for Conway Center members 

Contact Information

Amy Dotts, Event Manager
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Succession Planning Peer Group
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Description


Separating Business & Personal Assets

  • How many have the business in a separate entity from the land?
  • Getting money out of the business
  • LLC ownership of Property – rent – lease
  • Personal assets; real estate assets
  • Outside income
  • Treating family members fairly while maintaining business control
Generously sponsored by Morgan Stanley   

It 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.

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