Tuesday School: Financial Exit Planning for Your Business

Financial Exit Planning for Your Business – Tuesday, May 25th at 12pm *VIRTUAL*

Why you need to develop an exit plan BEFORE you are ready to retire or sell your business

We are all going to exit our business one day – voluntarily or involuntarily. It is never too early to start planning. You will want to know what you need to do to maximize your potential when you do go to market. The statistics on businesses surviving through multiple generations are staggering. Just making it through the second generation is a milestone event for a business. The good news is business owners can buck these trends with proper planning. This presentation helps entrepreneurs understand the steps to planning for the eventual transfer of the business. This touches on knowing the value of their business, understanding the available exit options, and how to choose and prepare the appropriate successor.


Your Instructor for the class : Stephanie Gumm

Stephanie Gumm

I strive to help impact lives. While I was raised with a private school education, lived in a beautiful part of Baltimore and spent summers at Rehobeth Beach in Delaware, my parents did not save for retirement nor were they prepared for the long term illnesses that befell them. They worked hard raising me and my 2 siblings but did not have the proper guidance to invest in their own future and their last days. I am passionate about helping people and in particular women, small business owners, and dentists plan their dreams and make them happen using state of the art technology and platforms for financial planning, retirement income, business planning, tax planning strategies and portfolio analysis and review. For my business owners, and I have been a business owner for over 25 years, I start the analysis with the exit strategy. After all, we will all be separated from our businesses one day – that is guaranteed. I complete the total financial analysis with:

Exit planning strategies

Advisory services

Retirement income planning

Employee benefit and retention strategies

Business continuation strategies

Financial protection tools

Estate planning


I want you to feel that no one is more committed to your goals than me and you.

In my free time I am Vice Chair of the Board at Dandelion Meadow, an endeavor to help women who are victims of addiction and human trafficking. I am a highly active member of St Paul’s Episcopal Church and helped found our outreach program Love For Children. I enjoy gardening, hiking, travel, and spending time in the Virginia mountains. I live in Sharpsburg, Md with my husband and two twin children.

Disclosures and licensing: https://capitoldistrict.massmutual.com/about-us/licenses



PHONE: 703-394-2401

EMAIL: sgumm@financialguide.com

Signature Events

Annual Meeting & Community Leadership Awards

The Loudoun Chamber celebrated its 55th Annual Meeting & Community Leadership Awards on Friday, January 20, 2023 at The National Conference Center. We honored top community leaders as well as celebrate the success of the 2022 Board of Directors Chair, Shawn Mitchell, owner of Modern Mechanical. We will also welcomed in our 2023 Board and the new Chair Carol Barbe, owner of Backflow Technology.

The 2023 Community Leadership Award winners in each category had the opportunity to select one nonprofit organization to receive a $1,000 grant, thanks to the generosity of the Community Foundation for Loudoun and Northern Fauquier Counties. Stay tuned for more information about the 2024 Annual Meeting. 2023 Event Photos


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Chamber Classic

On Monday, August 15, 2022, the 40th Annual Chamber Classic was 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. If your company’s target market includes senior level executives and business owners who have a passion for the game of golf, we invite you to consider a 2023 Sponsorship. Stay tuned for more information and pricing.

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Small Business Awards

For 28 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 will join us to congratulate finalists and winners in 9 categories, including the top prize, at the 2022 Small Business of the Year. Winners are announced in front of a live audience of Loudoun’s top business and community leaders. This event will take place on Friday, November 4th at the Westfields Marriott Washington Dulles.     View Photos / View 2021 Finalists & Winners

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Valor Awards


This Spring, the Chamber will honor the Loudoun Chamber will honor first responders, our community’s real-life heroes, and several truly heroic citizens, for their courageous, often lifesaving actions at the 38th Annual Loudoun County Valor Awards. Stay tuned for the 2023 event date!

Click to view the 2022 Event PhotosClick to view the 2022 Valor Awards Program Book


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