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Complimentary Seminar: Plan Today. Exit Tomorrow.

May 30 at 7:45 am11:30 am

Highland Bank is Co-Sponsoring: Plan Today. Exit Tomorrow.

Wednesday, May 30, 2018

Breakfast & Registration: 7:45 – 8:30 am

Presentations: 8:30 – 11:30 am

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Exit Planning! Like death and taxes, a business owner’s exit from his or her company is inevitable. With or without a strategy, that exit will take place at some point, and you need to be prepared. Some exit plans come up fast with an offer to purchase from an outside party, some exit plans are years in the making when the company transitions to family members or employees. Something that is constant in exit plans, however, is that business owners receive more value for their company, and a smoother transition to new ownership when a strategy is put in place. So… let’s talk exit planning!

The sponsors of this event see owners exit from their business every day. We have put together an outstanding group of presenters who dedicate their careers to helping owners develop and execute an exit plan. This seminar will cover each stage of the process from people that work in the trenches. These presenters are involved in all stages of business transition including strategy coaches, investment bankers that help market and sell companies, private equity investors that look at hundreds of opportunities each year and business owners that have sold companies. If you are reading this invitation, it is because you have thought about an exit plan, or know you should. Join us to learn the ins and outs of a successful exit planning strategy!

Speakers:

  • Michael O’Neill, Director, Stone Arch Capital
  • R.B. Kiernat, Managing Director, Hennepin Partners
  • Ryan Tansom, President/Partner, Solidity Financial
  • Ted Capistrant, President/Founder, Profit Builder Network
  • Phil Paquette, Principal, Boyum Barenscheer PLLP

Event Sponsors:

Abeln, Magy, Underberg & Associates is a retained executive search firm serving corporate clients for more than 20 years in a variety of industries and professions.

Boyum Barenscheer, PLLP is a top 20 Twin Cities accounting firm which has been serving family owned, privately held companies and nonprofit organizations for over 40 years in the areas of tax, audit and business consulting services.

Highland Bank is a high-performing, privately-held business-focused bank, serving small business and individual customers throughout the Twin Cities metro area.

Marquette Asset Management is a boutique wealth management firm that provides personalized investment and planning services to individuals and institutions throughout the United States.  As an independent, fee-based registered investment advisor, we tailor our services to your needs and goals.

SeilerSchindel, PLLC is a ten-attorney law firm located in the West End district of St. Louis Park.  Our lawyers practice in the areas of Business & Corporate Law, Family Law, Estate Planning, Employment Law, Real Estate Law, and Civil Litigation.

Details

Date:
May 30
Time:
7:45 am – 11:30 am

Venue

Metropolitan Ballroom & Clubroom
5418 Wayzata Blvd.
Minneapolis, MN 55416 United States
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