Succession Planning Peer Group
Event Sponsors
Date and Time
Thursday Sep 9, 2021
7:30 AM - 9:00 AM EDT
Thursday, Sept. 9, 2021
7:30-9:00 a.m.
Location
Ohio Dominican University
Griffin Student Center - Room 276
1215 Sunbury Road
Columbus 43219
* ODU currently has a campus-wide indoor mask mandate for all individuals regardless of vaccination status (does not apply while actively eating or drinking). Once this mandate is lifted, we will notify registered individuals.
Please print and place this PARKING PASS on your dashboard.
Fees/Admission
Free for ALL Conway Center members to attend. This is a "drop-in" peer group, you are encouraged but not required to attend all the sessions of this series. Come when you can, but please register or RSVP in advance!
Contact Information
Amy Dotts, COO & Event Manager
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Description
Every Family Business Succession Situation is Unique
We’re excited to be back in person as we re-group and discuss the crazy year-end we will all have due to the likely lowering of the estate tax exemption, valuations, gifting, Covid effects on your family business … just to name a few!
We also want to hear from you, and discuss issues important to you:
- What brings you here today and what do you want out of this group?
- Where are you in your succession process – timeline?
- What are the key challenges you anticipate or are encountering?
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 Jacobs & Jasin Law Firm 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.
