Creating Seven Day Weekends: Business Succession Panel Discussion & Happy Hour
Join some of Saint Cloud’s top financial institutions, legal and business advisory services as we discuss how to maximize business value prior to a sale or transfer. Learn what owners can do to prepare themselves personally and financially for a successful transition. Network with other owners and industry leaders for an evening of cocktails, hors d’oeuvres, and meaningful conversation.
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Sponsored by Headwaters Strategic and Commercial Realty Solutions.
MEET OUR PANELISTS
Alex R. Schoephoerster
Attorney
Moss & Barnett
Eric O’Brien
Commercial Real Estate & Business Broker
Commercial Realty Solutions (CRS)
Doug Cook
Senior Value Advisor, Certified Exit Planning Advisor (CEPA®)
Headwaters Strategic Succession Consulting, LLC
Aaron Traut
CPA, Principal
CliftonLarsonAllen LLP
Dan Nygaard
Senior Vice President
Manager of BankVista’s Business Lending Division
David M. Jacobs
Senior Partner/Wealth Management Advisor
Jacobs Financial
Date and Time
Wednesday Sep 18, 2024
3:00 PM - 6:00 PM CDT
Date: September 18, 2024
Time: 3:00 - 6:00 PM
Location
Iron Street Distillery
539 E. Saint Germain Street, Ste. 101
Saint Cloud, MN 56304
Fees/Admission
Complementary for business owners, influencers, community leaders, and advisors.
Contact Information
Doug Cook
(651) 333-2170
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