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Small Business Week Seminar: The Path to a Satisfying Life After Business

May 1, 2019 at 10:00 am1:15 pm

The Path to a Satisfying Life After Business

In honor of National Small Business Week, we have partnered with the Business Owner Transition Collaboratory to offer our business owner clientele information about the path to a satisfying life after business.

Join us for a series of discussions about setting and meeting expectations for transitioning your business to new ownership in a way that works for both you, the company, and the new owner.

Register Now

Key Takeaways:

  • Owner Personal, Financial, Tax and Legacy Planning Considerations
  • Creating Transferable Value in Your Business
  • The Family Component
  • The Role of Financing
  • The Exit Process, and What Alternatives Exist

Panel Members:

  • Kim Storey, SBA Manager, Highland Bank
  • Chris Cuneo, Legal, Ballard Spahr
  • Scott Schneidermann, Wealth Management, Wilkerson Guthmann
  • Greg Carlson, Tax, Wilkerson Guthmann
  • Bob Georges, Finances, Wilkerson Guthmann
  • Julie Keyes, Transition Planning, KeyeStrategies

Wednesday, May 1, 2019

10:00am – 10:30am: Registration and Networking

10:30am – 11:15am: Welcome and Introduction from Highland Bank

  • Owner Readiness for Life after Business (Julie Keyes – Keye Strategies)

11:15am – 12:00pm: Business Readiness to Succeed with New Ownership (Chris Cuneo – Ballard Spahr)

12:00pm – 12:15pm: Break and Distribute Lunch

12:15pm – 1:15pm: The Transition Process

  • Bank Financing Options (Kim Storey – Highland Bank)
  • The Exit Process and Exit Alternatives (Josh Kluver – VisionOne High Performance Group)

Seats are limited, so register today!

Register Now


Highland Bank

VisionOne High Performance Group

Ballard Spahr

Wilkerson Guthmann



May 1, 2019
10:00 am – 1:15 pm


Highland Bank Operations Center
6901 East Fish Lake Road, Suite 124
Maple Grove, MN 55369 United States
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