Description

Join us at the Business Succession & Transition Planning Lunch and Learn on June 17, 2026, from 11:30 a.m. to 1:30 p.m., as the event will feature a speaker panel moderated by Dianne Chase, Owner of Chase Media and Communication. Jerome Myers, Founder of Exit to Excellence, Andreas Schuhmacher, Managing Director at Neumann & Associates, LLC, and Shawn A. McMillan, Attorney at McMillan PLLC will speak at the panel. Together, the panel will explore the business, legal, transaction, communication, and personal realities of succession planning so owners can prepare before urgency, emotion, or circumstance makes the decision for them. Event is free for members and $25 for non-members.

Date: June 17, 2026 
Time: 11:30 a.m. - 1:30 p.m.     
Location: Central Piedmont Community College
1201 Elizabeth Avenue
Charlotte NC, 28202

Lunch Provided by: 

Parking Instructions: Location and Parking Map

Moderator

Dianne Chase | Owner of Chase Media and Communication, 

Dianne brings deep expertise in strategic communication, media training, executive presence, crisis communication, and business storytelling. Her work helps leaders communicate with clarity and confidence during moments when the message matters most. As moderator, she will guide the conversation across the business, legal, transaction, and human dimensions of succession planning.

Speakers

Jerome Myers | Founder of Exit to Excellence

Jerome Myers, Founder of Exit to Excellence, brings a founder-centered perspective to business transition. As the creator of the Founder’s Exit Paradox and a leading voice on the personal side of exiting a business, Jerome helps owners think beyond the deal and prepare for the identity, purpose, wealth, relationship, and legacy questions that often emerge when the role changes.

Andreas Schuhmacher | Managing Director at Neumann & Associates

Andreas Schuhmacher, Managing Director at Neumann & Associates, LLC, brings a mergers and acquisitions perspective to succession and transition planning. His work centers on helping business owners understand valuation, buyer readiness, market preparation, and the practical realities of preparing a company for sale or transfer. His experience adds important insight into how owners can position their businesses for a stronger transition.

Shawn A. McMillan | Attorney at McMillan PLLC

Shawn A. McMillan, Attorney at McMillan PLLC, brings the legal and business protection perspective. His work with business owners focuses on legal planning, risk reduction, commercial matters, and structuring decisions that support continuity and protect key interests. His perspective helps owners understand how legal readiness can reduce uncertainty before, during, and after transition.