PCCC Membership Luncheon-"Unlocking Success: Navigating the Path of Succession Planning in Small Businesses with Nikki Grote."

Event Sponsors

NBT FINANCIAL BANK

"Unlocking Success: Navigating the Path of Succession Planning in Small Businesses with Nikki Grote."
This topic dives into the critical aspects of succession planning, especially for small businesses, with a focus on how Nikki Grote, a Weatherford native, empowers companies and families through her expertise in legal matters. Succession planning isn't just about drafting a will or trust; it's a deeply personal journey that requires careful consideration of goals, challenges, and individual aspirations.
During the luncheon, attendees can expect to gain insights into:
  1. The importance of succession planning for small businesses: Understanding why succession planning is crucial for the longevity and continuity of small businesses, especially during challenging times.
  2. Personalized approaches to estate planning: Exploring how Nikki Grote assists clients in identifying their unique goals, addressing potential roadblocks, and realizing their personal desires through tailored estate plans.
  3. Beyond wills and trusts: Recognizing that a comprehensive estate plan encompasses more than just a will or trust, and learning about the various components that contribute to a robust plan.
  4. Ensuring business continuity: Delving into strategies for ensuring smooth business operations and seamless transition of ownership in the event of the loss of a loved one, with a focus on maintaining stability and momentum.
By delving into these key areas, attendees can gain a deeper understanding of succession planning's significance and how they can proactively navigate the process to safeguard their businesses and legacies.


Spotlights:  Generator Supercenter, Grand Adventure and Parker County Sheriff's Posse
Caterer:  Bakers Ribs - Boneless chicken breast, Butter Bacon Green Beans, Herb Dill Potato Salad and Creamy Cole Slaw. BBQ Sauce, Rolls and Pickles. Unsweetened (sugar & sweetnlow)   Tea and Water.  Mints. 

PCCC Membership Luncheon-"Unlocking S...

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Date and Time

Wednesday May 8, 2024
11:30 AM - 1:00 PM CDT

Location

New River Fellowship
3252 E. I-20 Service Road

Hudson Oaks, Texas 76087

3252 E. I-20 Service Road Hudson Oaks Tx 76087

Fees/Admission

Member sign-up     $30
Early bird sign-up   $25 (Before 10am Monday prior to the luncheon)

Website

http://www.parkercountychamber.com

Contact Information

817-441-7844
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