Succession Planning Roundtable: Buy-Sell Agreements - Essential Provisions
Date and Time
Thursday Feb 26, 2026
8:00 AM - 9:30 AM EST
Thursday, February 26
7:45-8:00 a.m. - Registration/Coffee
8:00-9:30 a.m. - Session
Location
Ohio Dominican University
Griffin Student Center - PRESIDENT'S DINING ROOM
1215 Sunbury Road
Columbus 43219
* The President's Dining Room is on the 2nd floor of the Griffin Student Center. Turn right if you take the stairs; turn left off the elevator. Follow the Conway signs!
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Fees/Admission
Free for all Conway Center members. Owners and next gens are strongly encouraged to attend this session together!
Contact Information
Amy Dotts, COO & Events Manager
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Description
A thoughtfully designed and implemented buy-sell agreement is one of the most powerful tools for preserving your family business across generations, protecting both the family and the company while giving owners greater peace of mind about the future. Join us as we unpack the key provisions every buy-sell agreement needs to safeguard your family business.
Key Topics & Takeaways:
- The Four D’s - death, disability, divorce, and disagreement
- Calls and Puts - how call options give remaining owners the right to purchase departing shares, while put options let exiting owners demand a buyout - and why both matter for control
- Tag-Along & Drag-Along Rights - essential provisions that balance majority and minority shareholder interests
- Equal Shares Trap - why dividing shares equally among children backfires, breeding deadlock, family tension, and stalled decisions
- Valuation Methods - how to structure fair buyout pricing and why valuation may differ based on the triggering event (retirement vs. termination, death vs. voluntary exit)
Bea 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!
It’s never too early to start succession planning for your family business! Join our dynamic quarterly roundtable, led by Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/, for interactive discussions on every aspect of succession—from family dynamics to strategic planning. This program is valuable for both current leaders and next-generation successors; attending together is highly encouraged.
Printed courtesy of www.familybusinesscenter.com – Contact the Conway Center for Family Business for more information.
P.O. Box 361106, Columbus, OH 43236 – (614) 253-4820 – info@familybusinesscenter.com