Future-Proof Your Business: Succession & Estate Planning Strategies for Lasting Success

Workshop Description:
Is your business built to last beyond you? Join us for this power-packed 2-hour workshop designed specifically for small business owners who want to protect their legacy and ensure a smooth transition—whether due to retirement, sale, or the unexpected.

You’ll learn:

• Why succession planning isn’t just for large corporations
• How to choose the right business structure for long-term success
• Essential legal documents and compliance must-haves
• Leadership transition strategies that work
• The role of estate planning in business continuity
• How life insurance can secure your business’s future

Walk away with practical tools, tips from legal and estate planning experts, and the confidence to take control of your business’s future—starting now.

This informative workshop is offered at no cost and is being sponsored in partnership with the North Shore Alliance for Economic Development and the Massachusetts Office of Business Development (MOBD).

Presenter

Maureen Pomeroy

Maureen Louise Pomeroy, Esq., was born and raised in Massachusetts and is the founder of Pomeroy Law P.C. After careers in the military and as a police officer, she decided to become an attorney. For the last 20 years, she has been diligently representing her business and non-profit clients. After practicing in Boston and New Hampshire, she started Pomeroy Law in 2014 (incorporating in 2017) with the goal of providing individual attention and tailored representation to her clients.
She represents many businesses and non-profits with business startup and entity formation, “in-house” counsel services, business and franchise acquisition and sales, contract drafting, corporate governance, and many other matters that impact businesses or non-profit organizations. Her employment law services include assisting companies and nonprofits with hiring and termination issues, legal compliance, and internal audits of their wage and hour practices. She also provides training to companies on their policies. One of the unique aspects of Maureen’s background that is that she spent the first 10 years of her career litigating cases in Massachusetts and New Hampshire courts and agencies. She is able to counsel her clients on best practices to remain out of litigation, and advise them on the pros and cons of litigating matters. Maureen also litigates certain employment law matters on behalf of her business and non-profit clients.
Maureen graduated cum laude from Suffolk University Law School, and received her B.A. with presidential honors in Psychology from the University of New Hampshire. She is pursuing her M.B.A. and has maintained honor level recognition in her MBA classes.
Her volunteer work includes being a board member for several organizations, including Port City Women Networking Organization, Greater Newburyport Bar Association, and the Firehouse Center for the Arts. In her free time, Maureen travels, enjoys cooking, working out, and reading. She also loves spending time with her husband and fur babies.

Maureen Pomeroy

Attorney
Pomeroy Law

Email

mpomeroy@pomeroy-law.com

Website

https://www.pomeroy-law.com/

Presenter

Valerie A. McCormack, Esq.

With nearly two decades of experience practicing law, Valerie McCormack brings both expertise and empathy to the heart of estate planning. As the founder of Integrative Legal, a boutique law firm based in Newburyport, Massachusetts—with a newly opened second location in Portsmouth, New Hampshire—Valerie is dedicated to helping families secure their futures through thoughtful, personalized legal care. She is a proud graduate of Flagler College, the University of Connecticut School of Law and Western New England School of Law, and is a dedicated mom.
After earning her Master’s in Estate Planning and transitioning her focus to this vital area of law in 2018, Valerie developed a deep commitment to a holistic approach—looking beyond the documents to craft estate plans that truly reflect each client’s values, family dynamics, and long-term goals. At Integrative Legal, clients aren’t just case files—they become part of a community built on trust, compassion, and peace of mind.
Valerie and her team specialize in estate planning, elder law, probate, and real estate, serving clients across Massachusetts and New Hampshire. Whether you're preparing for the future or navigating the present, she’s here to guide you every step of the way.