Planning the Next Chapter (afternoon session)
Planning the Next Chapter
A FREE Interactive Workshop for Established Business Owners
February 10, 2026
Choose your time: 10:00 - 11:00 am OR 1:00 - 2:00 pm
Hosted at Pioneer | Glenmont Branch
Your Business is Successful. What's Next?
You've built something great, but now you're wondering: How do I scale without burning out? How do I prepare for what comes after this? How do I create a business that doesn't require me to work 60-hour weeks forever?
Retirement sounds great until you realize your business is your life. Let's make it work for both.
This strategic session is designed for seasoned business owners (5+ years) who want to refine their operations, improve their systems, and plan for the next phase - whether that means scaling, starting something new, or preparing for retirement.
What You'll Learn
Part 1: Reset and Refocus
Facilitated by Michelle Charpentier, Charp Consulting
Revisit Your Why
Reflect on your journey and what success means in this new season.
Goal Setting for Life & Legacy
Set intentional, achievable goals that align with your personal and financial future.
System Simplification
Identify bottlenecks and implement systems to reduce day-to-day overwhelm
Learn how to delegate, automate, or outsource to reclaim your time
Tools to streamline communication and processes
Part 2: Preparing for Transition
Succession & Sustainability
Begin planning for future ownership, expansion, or an exit strategy.
Lifestyle Integration
Create a plan that balances business goals with personal life - whether that includes retirement, family, travel, or new ventures.
Establishing SOPs
Standard operating procedures and strategic partnerships for growth and sustainability.
Part 3: Financial & Legacy Planning
Facilitated by Nadia Murtaugh, Pioneer
Retirement planning resources for you AND your employees
HR consulting services: compliance, state law changes, inspections
Benefits and insurance shopping for your team
Payroll solutions and wealth management
Lines of credit and equipment loans with quick decision timelines for peace of mind
Fraud prevention and cash management services
What You'll Leave With
✓ Clarity on the next phase of your business and personal goals
✓ A system simplification framework to identify bottlenecks and free up your time
✓ Templates for creating SOPs and delegation plans
✓ Knowledge of Pioneer Bank's HR, retirement, and financial planning resources
✓ A roadmap for sustainable success, transition, or retirement
✓ A take-home workbook with all templates and resources
✓ Networking with fellow business owners over refreshments
✓ Special post-workshop offers for attendees
This is a FREE Event - But Space is Limited
Due to the intimate, interactive nature of this workshop, seating is limited. Reserve your spot today.
REGISTER NOW TO RESERVE YOUR SPACE!
About Your Facilitators
Michelle Charpentier | Charp Consulting
Michelle brings 20 years of experience in brand strategy, operations, marketing and customer experience, having worked with luxury brands like David Yurman and John Hardy. As the founder of Charp Consulting, she helps entrepreneurs and small business owners build sustainable, purpose-driven businesses through strategic planning, branding, and systems development.
Nadia Murtaugh | Pioneer
Nadia Murtaugh is the Assistant Branch Manager and is passionate about supporting the success of business owners. She brings over five years of experience working closely with small businesses and is on the board of directors of the RCS Community Business Association. Pioneer is committed to supporting local small businesses with personalized financial services, quick lending decisions, and comprehensive business resources including HR consulting, retirement planning, and benefits management.
Questions? Contact [email protected] or 518.463.1400