Business Succession & Legacy Planning Dinner Panel

Enjoy a complimentary dinner while joining a panel of local professionals for an engaging conversation about the future of your business - and what happens to it through the different stages of your life.

This interactive, panel-style event is designed for business owners, entrepreneurs, and leaders who want clarity around succession planning, leadership transitions, taxes, and long-term legacy decisions - without legal or financial jargon.

Whether you’re just getting started, growing, or thinking about what comes next, this dinner will help you better understand how today’s decisions impact your business tomorrow.

• What happens to a business when an owner passes away
• Business succession planning across different life stages
• Leadership transitions and continuity planning
• Business entity structures and tax considerations
• How emerging tools like AI are shaping modern planning

• Welcome & Introductions
• Panel Discussion with local professionals
• Dinner & Small Table Discussions
• Shared Insights
• Helpful Resources & Next Steps from SVA and Mason Law & Planning Group
• Networking & Open Conversation

Most business owners spend years building their company - but far fewer plan for what happens if they’re no longer able to run it.

This dinner offers practical insight, real-world perspectives, and thoughtful discussion to help you protect what you’ve built and plan with confidence.

• Business owners and entrepreneurs
• Founders at any stage of growth
• Family-owned business leaders
• Professionals involved in leadership or succession planning

If you co-own a business, partners are encouraged to attend together.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Paul Mason, Esq.