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  • Succession Planning for Your Business
     April 19, 2022
     9:30 am - 10:30 am

Can you imagine your business going away overnight?  Who will replace you when you retire?  What happens if you get sick or incapacitated?

In this session, our panel of professionals will:

– Discuss why succession planning is important for your business, your employees and your loved ones.

– Share financial, legal and practical items every business needs to have in place.

– Highlight the types of professionals to engage in the business succession conversation.

– Leave you ready to take the next steps.

Register prior to Monday, April 18th at 6:00 pm to receive the Link, Meeting ID and Passcode the day prior. You must be pre-registered prior to 9 am the day of the event to receive the link.



About Our Panelists:

Christopher Brook is a native Rhode Islander from Warwick RI. After a short career in manufacturing, Chris worked for Amica and Liberty Mutual as well as two local independent agencies. In 2015 he opened his own Independent Insurance agency in Warwick – Brook Insurance Associates LLC – to serve the needs of business owners and the local community for Auto, Home, and Life insurance.

He helps clients navigate through dozens of insurance companies to find the coverage that is right for them and at the lowest cost. Typical clients are business owners that have a high net worth and that appreciate having someone watch out for their bottom line and monitor and update their insurance protection. Specialties include Commercial Insurance for Manufacturers, Distributors, Restaurants, Architects, Law Offices, and CPA’s Chris’s firm does business in Rhode Island, Massachusetts, Connecticut, Florida, and Vermont currently with plans to grow into other states.

Tammy Collins has more than 23 years of full-charge bookkeeping expertise. She uses her skills to keep small businesses organized and also advises them on best practices. Most small businesses start off with the owner doing everything. As your business grows, you need help. No one person can possibly do it all, and your business will suffer if you try to do it all yourself. Outsourcing is a cost-effective way to get the expertise you need to enable you to focus on what you do best.

She holds QuickBooks Certifications for QuickBooks Online, QuickBooks Desktop, QuickBooks Point of Sale, and QuickBooks Enterprise. She also has a Bachelor of Science in Business Administration from Eastern Connecticut State University and a Master of Science in Accounting from Merrimack College.

Amy Stratton is an attorney at Moonan, Stratton & Waldman, LLP located on the East Side of Providence. She has been practicing law for 25 years and is licensed in both Rhode Island and Massachusetts. Her practice focuses on estate planning, business planning and estate and trust administration.

Amy currently lives in Warwick, Rhode Island with her Shih Tzu, Libby and four Persian cats named Charlie, Maria, Venus and Jazzhands.


United States


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Zoom Virtual Meeting|Call Tips

Find a quiet room and close the door so we will have the same level of no distraction plus confidentiality.

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