$95

Business Succession Summit 2017

Event Information

Share this event

Date and Time

Location

Location

Edina Country Club

5100 Wooddale Ave

Edina, MN 55424

View Map

Refund Policy

Refund Policy

Refunds up to 7 days before event

Friends Who Are Going
Event description

Description

Business Succession: Quality of Earnings, Wealth & Life

Planning your business exit strategy and retirement can be daunting tasks. Is your business exit strategy going to work to your best advantage? Do you have enough money to retire and live the life you imagined? What will your life look like after leaving your business? Join us for breakfast and learn how the quality of your earnings, wealth and life all play into these important decisions to give you the future you envision.

Agenda:

7:30 - Breakfast & Networking

7:55 - Welcome
Steven Behrns, Managing Partner of Boulay

8:00 - Business Succession: When Life Suddenly Changes
Brooke Lee, CEO of Anchor Paper
Eugene Marier, President and CFO of Anchor Paper

Anchor Paper’s owner planned to transition the business within the family. They thought they had plenty of time, but sadly, they didn’t get the timeline they planned for when the CEO and majority owner suddenly became ill and passed away. Listen to Brooke Lee (CEO and owner) and Eugene Marier (President and CFO) share their experience and how they worked to quickly transition the business, serve their customers and keep running during an emotional and challenging time.


8:45 - Panel: Quality of Earnings: Understanding Your Business's Profitability
David Latzke, Managing Director at Cherry Tree & Associates
Girish Pashilkar, Managing Partner at Finrock Growth Partners
Matt Grossman, Principal at Convergent Capital

Moderator: Ronald K. Overson, Partner at Boulay

When it comes to selling all or part of your business as an exit strategy, you better understand the game. Listen to private equity, search fund and capital investment experts discuss the characteristics they look for in a smart investment and what the due diligence process discovers when it comes to the quality of your business’s earnings.


9:15 - Break

9:30 - Quality of Wealth: Now That You Have Your “Number”, Is it Enough to Get You “There”?
Jon J. Melander, Partner at Boulay

The most common financial objective for business owners is securing and providing income for retirement. Being able to visualize current projections and the impact different actions or plan changes have on your overall retirement, helps you make decisions related to your succession plan. Jon will walk you through real-life transition cases, telling a retirement story and how tools and resources can help you.

10:00 - Quality of Life: Will a “Portfolio Life” Become Your Second Half Story?
George Dow, George Dow Consulting

What is ahead after a significant shift in your working identity? Could a “portfolio life” become your second half story? George Dow's presentation will focus on how we can reshape our personal, professional and community lives in our second half. Read George’s blog to learn more details on the five portfolio life elements he will discuss.


10:45 - Closing Remarks
Thomas B. Johnson, Tax Partner at Boulay

Share with friends

Date and Time

Location

Edina Country Club

5100 Wooddale Ave

Edina, MN 55424

View Map

Refund Policy

Refunds up to 7 days before event

Save This Event

Event Saved