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From Owner-Centric to Buyer-Ready: Your Path to a Successful Transition

January 27 @ 2:30 pm 6:00 pm

The most critical decisions a business owner will ever make: stepping away from the company you’ve built – and setting it up to thrive without you.

Join us on Tuesday, January 27th, from 2:30 – 6:00 PM at the Metropolitan Ballroom in Golden Valley for a practical, action-oriented discussion on how to prepare your company – and yourself – for a successful transition. Together, our teams will walk through the key building blocks of a strategic exit plan:

  • Knowing your number and defining your financial goals
  • Building a leadership team that can operate without you
  • Evaluating your exit pathways and aligning them with your long-term vision

Whether your transition is one year or ten years away, the earlier you start, the more options you have – and the more value you retain.

Metropolitan Ballroom

5418 Wayzata Boulevard
Golden Valley, 55416 United States
+ Google Map

Anika: Corporate Risk Management and Enhanced Value

Anika is the CFO of a corporation and is researching CPA relationships that can offer more resources as the company scales up. Needs include business risk management as well as individual services for the primary shareholders. Anika wants advisors, not just compliance services. At this business stage, we recommend:

AUDIT

Audited, Reviewed & Compiled Financial Statements

Employee 401(k) Audits

Customized Agreed-upon Procedures

TAX

Family-owned & Privately Held Business Tax Planning

Individual Tax Services

Corporate & Partnership Tax Planning

Tax Credits & Incentives

BUSINESS SERVICES

Outsourced CFO Services

Financial KPI Dashboards & Advisory

Cash Flow Analysis

Bookkeeping & Accounting Services

Online Bill Management & Invoice Management

ADVISORY

Business Valuations & Due Diligence

Valuations for Financial Reporting

Mergers & Acquisitions Consulting

Business Succession Planning Gift & Trust Planning

Gift & Trust Planning

Estate Planning Services

WEALTH MANAGEMENT*

Financial Planning

Individual & Business Investments

Retirement Planning

Employee 401(k) Plan Administrative Services

Risk Management & Insurance Options

* Wealth Management services offered by DSB Rock Island Wealth Management, LLC. Securities offered through LPL Financial, Member FINRA/SIPC . Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group, DSB Rock Island Wealth Management, and DSB Rock Island are separate entities from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Howard: Corporate Risk Management and Enhanced Value

Howard is the owner of a third-generation family business that involves real estate development. He is highly active in his community and relies on his CFO for daily operations. He is not sure to what extent his adult children will take over the business in the future, and he needs proactive planning and tax mitigation to sustain high business value. At this business and life stage, we recommend:

AUDIT

Audited, Reviewed & Compiled Financial Statements

Employee 401(k) Audits

Customized Agreed-upon Procedures

TAX

Family-owned & Privately Held Business Tax Planning

Individual Tax Services

Corporate & Partnership Tax Planning

Tax Credits & Incentives

BUSINESS SERVICES

Outsourced CFO Services

Financial KPI Dashboards & Advisory

Cash Flow Analysis

Bookkeeping & Accounting Services

Online Bill Management & Invoice Management

ADVISORY

Business Valuations & Due Diligence

Valuations for Financial Reporting

Mergers & Acquisitions Consulting

Business Succession Planning Gift & Trust Planning

Gift & Trust Planning

Estate Planning Services

WEALTH MANAGEMENT*

Financial Planning

Individual & Business Investments

Retirement Planning

Employee 401(k) Plan Administrative Services

Risk Management & Insurance Options

* Wealth Management services offered by DSB Rock Island Wealth Management, LLC. Securities offered through LPL Financial, Member FINRA/SIPC . Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group, DSB Rock Island Wealth Management, and DSB Rock Island are separate entities from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Jacob: Corporate Risk Management and Enhanced Value

Jacob owns a growing small business without a full-time HR function. He is ready to provide retirement benefits to attract and retain employees. His advisor needs to make the employee benefits process easy and informative while also looking out for Jacob’s personal financial planning and retirement. At this business and life stage, we recommend:

AUDIT

Audited, Reviewed & Compiled Financial Statements

Employee 401(k) Audits

Customized Agreed-upon Procedures

TAX

Family-owned & Privately Held Business Tax Planning

Individual Tax Services

Corporate & Partnership Tax Planning

Tax Credits & Incentives

BUSINESS SERVICES

Outsourced CFO Services

Financial KPI Dashboards & Advisory

Cash Flow Analysis

Bookkeeping & Accounting Services

Online Bill Management & Invoice Management

ADVISORY

Business Valuations & Due Diligence

Valuations for Financial Reporting

Mergers & Acquisitions Consulting

Business Succession Planning Gift & Trust Planning

Gift & Trust Planning

Estate Planning Services

WEALTH MANAGEMENT*

Financial Planning

Individual & Business Investments

Retirement Planning

Employee 401(k) Plan Administrative Services

Risk Management & Insurance Options

* Wealth Management services offered by DSB Rock Island Wealth Management, LLC. Securities offered through LPL Financial, Member FINRA/SIPC . Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group, DSB Rock Island Wealth Management, and DSB Rock Island are separate entities from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Radhika: Corporate Risk Management and Enhanced Value

Radhika is a successful franchisee who owns three stores and wants to double that with the help of her management team and outside advisors. She is building a financial legacy for her family while also helping her community. She has a strong development playbook, but she needs her advisor to proactively advise on taxation, due diligence and risk management. At this business and life stage, we recommend:

AUDIT

Audited, Reviewed & Compiled Financial Statements

Employee 401(k) Audits

Customized Agreed-upon Procedures

TAX

Family-owned & Privately Held Business Tax Planning

Individual Tax Services

Corporate & Partnership Tax Planning

Tax Credits & Incentives

BUSINESS SERVICES

Outsourced CFO Services

Financial KPI Dashboards & Advisory

Cash Flow Analysis

Bookkeeping & Accounting Services

Online Bill Management & Invoice Management

ADVISORY

Business Valuations & Due Diligence

Valuations for Financial Reporting

Mergers & Acquisitions Consulting

Business Succession Planning Gift & Trust Planning

Gift & Trust Planning

Estate Planning Services

WEALTH MANAGEMENT*

Financial Planning

Individual & Business Investments

Retirement Planning

Employee 401(k) Plan Administrative Services

Risk Management & Insurance Options

* Wealth Management services offered by DSB Rock Island Wealth Management, LLC. Securities offered through LPL Financial, Member FINRA/SIPC . Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group, DSB Rock Island Wealth Management, and DSB Rock Island are separate entities from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Tony: Corporate Risk Management and Enhanced Value

Tony has built a large franchise and is ready to transition or sell his stores. After that, he may become a franchisor of another enterprise or a franchise consultant. He wants a turnkey management approach with less day-to-day oversight while also growing his wealth through smart investments. At this business and life stage, we recommend:

AUDIT

Audited, Reviewed & Compiled Financial Statements

Employee 401(k) Audits

Customized Agreed-upon Procedures

TAX

Family-owned & Privately Held Business Tax Planning

Individual Tax Services

Corporate & Partnership Tax Planning

Tax Credits & Incentives

BUSINESS SERVICES

Outsourced CFO Services

Financial KPI Dashboards & Advisory

Cash Flow Analysis

Bookkeeping & Accounting Services

Online Bill Management & Invoice Management

ADVISORY

Business Valuations & Due Diligence

Valuations for Financial Reporting

Mergers & Acquisitions Consulting

Business Succession Planning Gift & Trust Planning

Gift & Trust Planning

Estate Planning Services

WEALTH MANAGEMENT*

Financial Planning

Individual & Business Investments

Retirement Planning

Employee 401(k) Plan Administrative Services

Risk Management & Insurance Options

* Wealth Management services offered by DSB Rock Island Wealth Management, LLC. Securities offered through LPL Financial, Member FINRA/SIPC . Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group, DSB Rock Island Wealth Management, and DSB Rock Island are separate entities from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.