Lunch and Learn: Business Succession & Transition Planning (In-person)
Planning for the future of your business is one of the most important—yet often delayed—decisions you’ll make as an owner. Join us for an engaging lunch and learn panel discussion focused on the real-world complexities of business succession and transition planning.
Our panel of experienced professionals will guide you through the critical elements of a successful transition, including business valuation, legal considerations, transaction strategies, communication with stakeholders, and the personal side of letting go. Whether you’re preparing to pass your business to family, sell to a third party, or develop internal leadership, this session will provide valuable insight to help you make informed decisions.
Don’t wait until urgency, emotion, or unforeseen circumstances force your hand. Learn how to plan proactively, protect your legacy, and position your business for a smooth and successful transition.
Come ready to learn, ask questions, and start building your succession strategy with confidence.
This is event is in partnership with The Charlotte Area Chamber. Registration information will be shared.
Speaker(s): Moderator: Dianne Chase – Owner of Chase Media and Communications, Dianne brings extensive experience in media strategy, storytelling, and business communications. She will guide the discussion to ensure an engaging and insightful conversation that connects key ideas to real-world application for business owners. Panelists: Jerome Myers – Founder of Exit to Excellence, Jerome specializes in helping business owners prepare for successful transitions, focusing on building enterprise value and aligning exit strategies with personal and financial goals. Andreas Schuhmacher – Managing Director at Neumann & Associates, LLC, Andreas offers deep expertise in mergers and acquisitions, business sales, and valuation, helping owners navigate the complexities of buying or selling a business. Shawn A. McMillan – Attorney at McMillan PLLC, Shawn provides legal guidance on business transitions, succession planning, and transactional matters, ensuring that owners are protected and prepared from a legal perspective.
Co-Sponsor(s):
Fee: No Cost