Loudoun Estate Planning Council Monthly Meeting with Bonnie Ashby of Dakota Wealth Management & Robert Feisee of InSight Law


Succession Planning For Your Business

Come join us as Bonnie teaches us what she learned in her journey of selling two businesses. She will discuss how to prepare, shop, using a Letter of Intent and Executing. Robert will discuss the legal side of selling your business, including buy-sell agreements and what business owners need to know.

Succession Planning Twice – Here’s to Getting the Hang of It by Bonnie Ashby

Bonnie has sold two businesses, first in 2008 and again in 2021. She’ll share what she learned along the way. As a CEPA Certified Exit Planning Advisor, Bonnie also helps others exit their business. Most businesses die on the vine, never sold or are undersold. Don’t let that happen to you. Prepare, Shop, LOI, Binding LOI, Execute. Then what?

Buy-Sell Agreements: What Business Owners Need to Know by Robert A. Feisee

This presentation is designed to teach business owners and/or advisors how to perform an initial review of a client/business owner’s buy-sell agreement. Attorney Bobby Feisee will teach business owners and advisors how to perform a “buy- sell” audit with an easy to use checklist. The audit is designed to identify and motivate suitable candidates to review their current business planning structure, which includes proper funding of the buy-sell.


Bonnie Ashby

Bonnie has been working as a Certified Financial Planner, CFP®, for families since 1992. Before that, she owned a tax practice and worked for other firms as a tax preparer. She also earned the Accredited Investment Fiduciary, AIF®, designation, Certified Exit Planning Advisor, CEPA® and Certified Divorce

Financial Analyst designation, CDFATM. She served on the following boards: National Board for the Financial Planning Association (FPA), South Region Board for the National Association of Personal Financial Advisors (NAPFA), and Foundation for Financial Planning board.

She is past President on the Board of Directors for the non-profit Loudoun Therapeutic Riding (http://www.ltrf.org/), and formerly on the board of Association of Divorce Financial Planners (ADFP). Currently on the board for the non-profit Oatlands, Historic House & Gardens (A National Trust Historic Site).


Robert A. Feisee

Mr. Feisee is an estate and business planning attorney practicing and is licensed in VA, MD, DC, WV, CA. He is a graduate of George Mason University Law School (1996) and Syracuse University undergraduate (1993). As a result of his father’s 10 year battle with Alzheimer’s, Mr. Feisee has made it his mission to educate the public on the real legal and financial issues most people need to face in their estate planning. Mr. Feisee strives to keep a balanced perspective in his business and personal life.


Signature Events

Annual Meeting & Community Leadership Awards

The Loudoun Chamber will celebrate its 57th Annual Meeting & Community Leadership Awards in early 2025. We will honor top community leaders as well as celebrate the success of the 2024 Board of Directors Chair, Angela Mitchell, owner of ARM Consulting LLC. We will also welcome our 2025 Board and the new Chair Scott Loftis, of Atlantic Union Bank. Stay tuned for more information.


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Annual DEIA Summit

The Loudoun Chamber’s Diversity, Equity, Inclusion, and Accessibility (DEIA) Committee is proud to present the 3rd Annual DEIA Summit in the Fall of 2024. Stay tuned for event speakers and details!  View 2023 Event Photos

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Chamber Classic

On Monday, August 19, 2024, the 42nd Annual Chamber Classic will be held at The Club at Creighton Farms. This event has been Loudoun County’s premier business golf tournament for four decades. The Chamber Classic offers our sponsors tremendous marketing exposure and an incomparable day of golf on this Jack Nicklaus-designed course. View the Event Page

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Small Business Awards

For 30 years, the Loudoun Small Business Awards have been the most prestigious honors celebrating the best small businesses, entrepreneurs, and nonprofit organizations in our Loudoun community. We hope you join us in the Fall of 2024 to congratulate finalists and winners in 9 categories, including the top prize, at the 2024 Small Business of the Year. Winners are announced in front of a live audience of Loudoun’s top business and community leaders. Stay tuned for 2024 Event Info!  2023 Event Photos

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Valor Awards

On April 18th, the Loudoun Chamber honored 118 of our community’s real-life heroes, including several truly heroic citizens, for their courageous, often lifesaving actions at the 39th Annual Loudoun County Valor Awards. Event Photos 

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State of the Loudoun Market

The Loudoun real estate market has rarely experienced the number of challenges and opportunities it does today. It is difficult to make sense of these current market conditions and their impact on economic conditions. On June 26, 2024, the Loudoun Chamber is bringing together the region’s top economic and real estate experts to examine how the economic and cultural forces influencing this market will impact your business.

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