Membership Breakfast - Succession Planning Panel

What: Membership Breakfast - Succession Planning
When: Tuesday, April 7th, 2026
Where: Spring Hollow Golf Club
Time: 8 AM - 9:30 AM

Join the TriCounty Area Chamber of Commerce for an essential and forward-thinking discussion focused on the future of your business and the legacy you’ve worked so hard to build.

Succession planning is more than just a retirement strategy — it’s a proactive approach to protecting your company, supporting your employees, and ensuring long-term stability for your clients and community. Whether you plan to transition your business in the near future or are simply beginning to consider the “what ifs,” having a clear, strategic roadmap in place is critical.

This informative breakfast event will feature a keynote address followed by a dynamic four-person panel discussion designed to provide a comprehensive, 360-degree view of the succession planning process. Attendees will gain practical, actionable insights from experienced professionals who understand the financial, legal, and operational complexities involved in business transitions.
 

Hear from the following chamber members and industry experts:

• David Bowman, The Bowman Group – The Big Picture
  David will explore strategic planning considerations, leadership transition, ownership structures, and how to position your business for long-term success before, during, and after a transition.

• Joseph K. Koury, O'Donnell, Weiss & Mattei, P.C. – Legal & Compliance
  Joseph will address critical legal components including agreements, risk management, regulatory considerations, and how to protect both the business and the individuals involved throughout the transition process.

• Corey Robinson, Cherry Bekaert – Business Valuation
  Corey will break down how businesses are valued, what drives value, and how owners can take proactive steps today to strengthen their company’s financial position ahead of a sale or transfer.

• Ashley Blessing, Cherry Bekaert – Tax Strategy & Compliance
  Ashley will discuss the tax implications of succession planning and provide guidance on structuring transitions in a way that minimizes tax burdens while maintaining compliance.

From ownership transfers and leadership development to valuation and tax strategy, this program is designed to equip business owners with the knowledge and confidence to make informed decisions. Walk away with a clearer understanding of your options, the right questions to ask, and the next steps to secure your company’s future.
 

Don’t leave your legacy to chance — plan with purpose and prepare for what’s next.

Registration is required!
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Sponsorship Opportunities are available  We're looking for sponsors for this event.

Presenting Sponsor $1000

• 5 Tickets to breakfast event
• Prominent logo Inclusion on all event marketing
• 10-minute message to attendees at the luncheon
• Signage in the front of the room near speaker/podium
• Logo Inclusion on all post event marketing with special sponsor message
• Opportunity to distribute literature or swag items to attendees
• Opportunity to offer a door prize
• Display table at event

Gold Sponsor $500

• 2 Tickets to breakfast event
• 6-Minute message to attendees at event
• Logo Inclusion on all marketing of the event and post event
• Opportunity to distribute literature or swag items to attendees
• Opportunity to offer a door prize
• Display table at event

Breakfast Sponsor $300

• 1 Ticket
• 3-Minute message to attendees at event
• Logo Inclusion on all marketing of the event and post event
• Opportunity to distribute literature or swag items to attendees
• Opportunity to offer a door prize
• Display table at event

NEW! NEXT GEN Sponsor $400

• 2 Tickets to breakfast event
• 5 sponsored student tickets to school of your choosing. (Chamber will coordinate)
• Meet and greet with students during event.
• Special thank you to sponsor during event program
• Logo Inclusion on all marketing pre and post event.

Event Sponsor $150

• 1 Ticket
• Logo Inclusion on all marketing of the event and post event
• Opportunity to distribute literature or swag items to attendees
• Opportunity to offer a door prize

Coffee Station Sponsor $90

• 1 Ticket
• Logo on event page on website
• Logo Signage and business cards at Coffee Station

Distribution Sponsor $50

• Opportunity to distribute literature or giveaways to attendees.
• NO TICKET INCLUDED

Please contact Harrison at the Chamber for more information at Harrison@tricountyareachamber.com or 610.326.2900.


The Chamber is a community. Events have a structured format, planned agenda, and possible guest speakers – please be respectful of speakers and their time as well as respectful to fellow attendees.  Also, your registration constitutes permission to use photos, audio, and video recording taken of you at the event for promotional purposes in connection with the Chamber.