Future-Proofing Your Business: Mastering Succession Planning for Long-Term Success

Join the Chicagoland Chamber’s Mid-Market Chicago Council for an engaging discussion on the essential aspects of succession planning. Our expert panel will offer insights from the financial, tax, and legal perspectives, providing practical strategies for creating a smooth transition that preserves both business legacy and value.

As a significant portion of experienced business owners approach retirement, the need for a well-thought-out succession plan has never been more critical. For small and mid-size businesses, a carefully structured succession plan can mean the difference between long-term success and potential challenges, especially when family members choose not to step into ownership roles.

Succession planning is relevant not only to ensure business continuity but also to address complex issues like wealth transfer, leadership transitions, and tax implications. Whether you’re preparing to transition leadership to a new generation or considering outside options, this event will offer valuable tools and advice for safeguarding your company’s future.

Featured Speakers

Abbie Everist

Principal, National Tax Office, Private Client Services | BDO 

Loretto Kennedy

Principal and General Counsel | Chuhak & Tecson

Steve White

National Director, Business Owner Strategies & Solutions | BMO Wealth

Moderator

Bob Harrod

Director, BMO Corporate Advisory | BMO Commercial Bank

Presenting Sponsor

Supporting Sponsor

Host Sponsor

Tickets are Limited. Only a certain number or tickets are available for this event. All purchases are final, non-transferable and non-refundable.