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SUCCEsSION STRATEGIES

Join industry experts to learn more about how to maximize the value of your business and ensure you are personally and financially prepared for the third act of your life!

Educational presentations include:

  • Financial Housing Cleaning
  • Value. Keep. Sell.
  • Succession Advisory Team Resources Panel
  • Exit Strategies Panel
  • Serial Entpreneur Keynote Speaker Dan Stocke

Who should attend? For-profit business owners, entrepreneurs, non-profit leaders and board members who work with businesses, bankers, and lenders.

See the detailed agenda below.

Date: Thursday, May 23, 2024 Time: 7:30AM – 4:00PM

Iron Trail Motors Event Center, 919 6th Street South, Virginia, MN 55792

AGENDA

7:30 AM – 8:00 AM Breakfast Snacks and Connecting

7:55 AM – 8:00 AM Welcome & Opening Remarks

Elissa Hansen, Northspan Group, Inc.

8:00 AM – 8:15 AM Why is today important? What are 5 things you can do right now?

Elissa Hansen, Northspan Group, Inc.

8:00AM – 8:45 AM Financial House Cleaning

Curt Walczak, Northland Small Business Development Center

8:45 AM – 9:00 AM Q&A

9:00 AM – 9:15 AM Break

9:15 AM – 10:00 AM Value. Keep. Sell.

Rob West, NorthPointe Strategies Group, LLC

Bob Palmquist, Consulting Services

Zack Filipovich, Northspan Group, Inc.

10:00 AM – 10:15 AM Q&A

10:15 AM – 11:00 AM Succession Advisory Team Resource Panel, Moderated by Dan Stocke

Estate Planning, Bill Burns, Hanft Fride

Finance, Becky Walen, Bremer Bank

Insurance, Pat Heffernan, Wheeler Associates

Tax Implications, Nick Licari, Licari Larsen & Co.

11:00 AM – 11:30 AM Q&A

11:30 AM - 12:15 AM Lunch & Refreshments

12:15 PM - 1:00 PM Exit Strategies Panel, Moderated by Rob West

Employee Ownership, Darren Mozenter, Minnesota Center for Employee Ownership

3rd Party Buyer, Steve Bragg, Calhoun Companies

Buyer Perspective, Lisa Bodine, Giant Voices

Banker Perspective, Jenn Ryan, Bremer Bank

1:00 PM - 1:30 PM Q&A

1:30 PM - 1:45 PM Break

1:45 PM – 2:45 PM So what?

Keynote: Dan Stocke, Serial Entrepreneur

2:45 PM – 3:00 PM Q&A

3:00 PM - 4:00 PM Adjourn & Networking

Succession Strategies Event Registration

Succession Strategies Event Registration

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Price: $99.00
A group of 4 Individuals
Price: $299.00