estate planning Archives - Conway Center for Family Business

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Essential Documents for Your Family Business - Succession Planning

Essential Documents for Your Family Business – Succession Planning

At the Succession Planning Roundtable: Back to Basics – Essential Documents for Your Family Business, Bea Wolper with Emens Wolper Jacobs & Jasin and Meredith Sugar with Taft/ facilitated a highly informative and engaging roundtable discussion focused on the foundational legal documents every family business needs. The conversation was filled with practical advice, cautionary tales, […]

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Q&A with Blue Sky Business Valuation - Exclusive Interview

Q&A With Blue Sky Business Valuation

Meet Blue Sky Business Valuation. Elizabeth Petrie and Courtney Sparks White founded the valuation company in 2017. Blue Sky Business Valuation has been a Service Provider Member of the Conway Center for Family Business for over three years. We sat down with Courtney Sparks White to discuss the business and their involvement with the Conway

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Bea’s Blog: Planning for Loss and Establishing your Family Business Legacy

Family business owners are notoriously bad when it comes to estate planning. Too many demands and busy seasons are often cited as reasons to put it off, but as much as we don’t want to think about our own mortality or the painful loss of loved ones, there are numerous advantages to advanced planning. A

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