Growing your business with EXIT in mind

3800 American Boulevard West,Bloomington MN 55431

27 September, 2022

Description

SAVE THE DATE! Tue, September 27, 2022 9:00 AM – 10:30 AM The concept of exiting your business may seem so far away, especially when you're busy putting out fires, hiring the right team and managing cash flow. But that time may arrive faster than anticipated, which could force a decision you would benefit from being prepared for. We are bringing together an expert panel to discuss the financial, legal and transactional aspects of a business sale . Whether you'd like to sell your business, transfer it to the next generation, or anything in between, our panel will have answers to your questions, such as: Why should exit be on my mind now? Should I plan for a future tax event now, even though I'm 10 years away from making any moves? What legal considerations do you need to account for when considering a sale? And much more. You’ll leave with a better understanding of what you should be paying attention to, action items to get working on, and why you should be thinking about the finish line, starting now. This event is subject to Covid protocols at the Bell Plaza. _______________________ Featured Speakers: Kyle Moen, Partner at SchindelSegal Kyle is a partner with the business law firm SchindelSegal, PLLC, located in St. Louis Park. Kyle primarily works in the areas of mergers and acquisitions, real estate, and estate planning for business owners. He serves as outside general counsel to numerous privately held companies with revenue ranging from $500k-$1b. Helping business owners find peace of mind is his life’s work. Kyle is a Super Lawyer, an independent peer-rated distinction conferred on no more than 5% of Minnesota attorneys. When Kyle is not doggedly pursuing the interests of his clients, he is happily being dad to his two young sons, checking out local sporting events, and acquiring praise for his vastly underrated culinary skills. Jason Marvin, CPA and Principal at Boeckermann Grafstrom Mayer Jason has experience with family-owned and closely-held businesses, including for-profit, not-for-profit, employee benefit plans audits, and compliance auditing. His tax experience includes income tax planning and compliance, estate tax planning, and other management advisory services. Jason has a wide range of industry experience from contractors and construction; transportation and logistics companies; to professional service companies, including attorneys, health care, advertising companies, and advisory companies. Lauren Altschuler, CEPA at Transworld Business Advisors Lauren brings buyers and sellers of privately held businesses together and helps them in the biggest transaction of their life. As a Certified Exit Planning Advisor and Business Broker, she has successfully brokered deals just this year worth over $6M in revenue. Lauren's success stems around her passion for being fully engaged throughout the entire exit planning and sale process. ___________________________ Ashley Tapp - Owner, Tapp ActionCOACH LinkedIn Melissa Johnston - Founder, EntreBank LinkedIn Business Performance Series (BPS) is a bi-monthly opportunity to learn about a topic affecting business right now, as well as network with fellow business owners and professionals in the community. Presented by,