From Success to Succession - Planning for Your Business Exit

YOU BUILT THE BUSINESS. WHAT'S YOUR EXIT STRATEGY? Planning to retire, selling your business, or passing it on requires advance planning!
About this Event

YOU BUILT THE BUSINESS. WHAT'S YOUR EXIT STRATEGY?

Whether you're planning to retire, sell your business, or pass it on to the next generation, a successful exit doesn't happen by accident!

Join us for FROM SUCCESS TO SUCCESSION, a special business succession and exit-planning workshop designed to help business owners protect what they've built, maximize business value, and transition on their own terms.

🎯 Learn from three local professionals:
⚖️ Denise Tessier – The Tessier Law Firm, P.A.
📈 Celine Dufresne – Murphy Business Sales
💰 Michael Maddox – Primerica

📅 Tuesday, November 10, 2026
⏰ 8:00–10:00 AM (Breakfast & networking followed by workshop)
📍 Winter Haven Chamber of Commerce
401 Avenue B NW, Winter Haven, FL

☕ Start your morning with breakfast, valuable insights, and networking with fellow business owners!

The best time to plan your business exit is BEFORE you're ready to leave.

📞 RSVP today: 863-220-7927
📧 [email protected]

Agenda

🕑: 08:30 AM - 10:00 AM
From Success to Succession

Info: From Success to Succession: Workshop Agenda

8:00–8:30 AM | Breakfast & Networking
Meet fellow business owners and local professionals.

8:30–8:50 AM | Preparing Your Business for a Successful Exit
Celine Dufresne – Murphy Business Sales
Understanding business value, sale readiness, and the steps involved in selling or transitioning your business.

8:50–9:10 AM | Protecting Your Business & Planning for Succession
Denise Tessier – The Tessier Law Firm, P.A.
Getting your legal documents in order, protecting your business during incapacity or death, and preparing for a smooth ownership transition.

9:10–9:30 AM | Financial Readiness for Your Next Chapter
Michael Maddox – Primerica
Planning for retirement, evaluating financial needs, and preparing for life after business ownership.

9:30–10:00 AM | Expert Panel Discussion & Q&A
Bring your questions! Our presenters will discuss common succession challenges, costly mistakes to avoid, and practical next steps for business owners.