Exit Planning Strategies Event

John Csargo

Please join us on May 30th at the Metropolitan Ballroom & Clubroom for “Plan Today – Exit Tomorrow” where you will learn about key strategies for business transitions.

Breakfast & Registration:  7:45 – 8:15 am

Presentations:  8:15 – 11:30 am


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!

We hope to see you there!


Michael O’Neill, Director, Stone Arch Capital

R.B. Kiernat, Managing Director, Hennepin Partners

Ryan Tansom, Founder/Principal, GEXP Collaborative

Ted Capistrant, President/Founder, Profit Builder Network

Phil Paquette, Principal, Boyum Barenscheer PLLP

EVENT SPONSORS:  Boyum Barenscheer PLLP, Abeln, Magy, Underberg & Associates, Highland Bank, Marquette Asset Management and SeilerSchindel PLLC




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