Bloomington, Indiana – Business owners in Bloomington are being offered a rare opportunity to explore one of the most important yet often overlooked aspects of running a company: succession planning. On Wednesday, January 28, from 5:30 to 7:00 PM, The Mill Event Hall at 642 N Madison St will host Business After You: Succession Planning Made Real, a panel conversation designed to help entrepreneurs prepare for the next chapter in their businesses.
Succession planning is more than just paperwork—it’s about ensuring a business continues to thrive when the current owner steps away. Panelists will provide practical, real-world perspectives to help attendees understand what it takes to plan for a smooth transition. Sue Aquila, former owner of Bloomington Bagel Company, will share her experience navigating the challenges and opportunities of handing over a business. Alongside her, Isaiah Merriman, Financial Advisor at Edward Jones, will provide guidance on the financial considerations involved in preparing for succession. The conversation will be guided by Andrea de la Rosa, who will help connect the insights shared with actionable advice for attendees.
“Whether a transition is on the horizon or still years away, this conversation will offer practical insights for business owners thinking ahead,” organizers noted. For many entrepreneurs, succession planning can feel overwhelming or even uncomfortable, but events like this aim to make it approachable and relevant. By learning from experienced professionals and hearing firsthand stories, business owners can better understand how to protect the legacy they’ve worked so hard to build.
The panel discussion will cover topics ranging from financial planning and valuation to employee management and leadership succession. Attendees will also have the opportunity to ask questions, providing a chance to address concerns specific to their own businesses. In addition, the event offers the chance to network with other business owners, advisors, and professionals in Bloomington, creating connections that can be valuable during a business transition.
For local entrepreneurs, this event represents an opportunity to think strategically about the future and ensure that their business continues to succeed long after they step away. Business After You: Succession Planning Made Real promises to turn what can often feel like a daunting task into a series of actionable steps that business owners can take today to secure tomorrow.
The event is free and open to business owners at all stages, whether planning an immediate transition or simply preparing for long-term continuity. With experienced panelists, practical advice, and real-life examples, attendees will leave better equipped to approach succession planning with confidence and clarity.
