Succession Planning Seminar
Every business will face a transition—planned or unplanned. The best time to prepare isn’t “someday”; it’s before you need it. Join the Effingham County Chamber for a half-day Succession Planning Seminar designed to help you protect what you’ve built and make smarter decisions now, not under pressure later.
You will:
– Learn practical steps from pros who do this work every day
– Avoid common tax, legal, and leadership pitfalls
– Clarify how to transfer knowledge, customers, and value—not just ownership
– Network with peers who’ve been through it (what they’d do again—and differently)
The Seminar will be on Thursday, October 23, from 7:30am – Noon, at the Holiday Inn in Effingham. This will include a continental breakfast & beverages.
On the agenda:
7:30am | Breakfast & Networking
7:45am | Accountant’s Perspective: Tax & Financial Implications — Kayla Duncan, West & Company, LLC
8:20am | Consultant’s Perspective: Trends & Challenges — Teresa McCloy, The REALIFE Process
8:50am | Break
9am | Financial Advisor’s Perspective: Wealth & Continuity — Joe Fearday, SC3F Wealth Management
9:35am | Legal Perspective: Protecting Your Legacy — Chad Chojnicki, McDevitt, Osteen, Chojnicki & Deters
10:05am | Break
10:15am | Panel: Lessons Learned in Succession Planning (facilitated by Katie Koester). Panelists: Dan & Madonna Patton (Patton Printing & Graphics), Chris Swing (Vantage Outsourcing), Caleb Mette (Effingham Builders Supply)
11:20am | Leadership & Exit Advisor: Preparing for the Transition — Dan Woods, Woods Advisors LLC
11:50am | Closing
Registration: $50 member or $75 non-member. Seats are limited.
Call the Chamber at 217-342-4147, if you have questions.
Planning ahead is the simplest way to protect your people, your customers, and your legacy.