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DTSTART:20260514T133000Z
DTEND:20260514T200000Z
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SUMMARY:Legacy by Design - FROM GROWTH TO EXIT: A roadmap to transferable value
DESCRIPTION:A one-day strategic summit for business owners who want to grow a company that thrives today and is transferable tomorrow. Learn from subject matter experts what drives enterprise value\, how to increase profitability and scalability today\, and how to position your business for future opportunities and successful transitions.\n\n\n\nBusiness Growth   Julie Keyes\, CEPA\n\nOwner\, Business Coach\, Keye Strategies\, LLC\n\n	Identify and act on high-impact value drivers\n	Build systems that reduce owner dependence\n	Increase recurring revenue and predictable cash flow\n	Align growth strategy with long-term enterprise value \n\nAccounting   Erin Mickels\, CPA\n\nPrincipal\, CliftonLarsonAllen\n\n	Improve earnings quality\, cash flow sustainability\, and working capital\n	Strengthen financial reporting to build buyer confidence\n	Understand what buyers evaluate during financial due diligence\n	Reduce deal risk and position for stronger valuation\n\nFinancial Planning   Bob Bayer\,  CEPA ChFC\, CLU\, RICP\, BFA\n\nOwner\, Stonebrooke Wealth Management\n\n	Evaluate your business\, personal\, and financial readiness for transition\n	Understand key value drivers\, risks\, and transferability factors\n	Measure internal "readiness" and external buyer "attractiveness"\n	Prepare now so your business grows stronger and is ready when "later" arrives\n\nLegal   Jim Kretsch\n\nOwner\, Attorney\, Kretsch Law Office\, PLLC Kretsch Law Office\, PLLC\n\n\n	Clarify your goals: growth\, wealth\, exit\, or legacy\n	Who are you selling to or buying from (family\, employee\, competitor\, private equity)\n	Build and align your advisory team early\n	Understand the types and stages of a transaction and which is best for you.  Avoid common pitfalls\n\nBanking   Marilee Jager\n\nSenior VP of Business Banking\, Frandsen Bank & Trust\n\n	Explore financing strategies for acquisitions and growth\n	Structure owner and employee buyouts\n	Align banking relationships with long-term succession plans\n	Expand financial options before transition becomes urgent
X-ALT-DESC;FMTTYPE=text/html:A one-day strategic summit for business owners who want to grow a company that thrives today and is transferable tomorrow. Learn from subject matter experts what drives enterprise value\, how to increase profitability and scalability today\, and how to position your business for future opportunities and successful transitions.<br />\n<br />\n<strong>Business Growth &ndash\; Julie Keyes\, </strong>CEPA<br />\nOwner\, Business Coach\, Keye Strategies\, LLC\n<ul>\n	<li>Identify and act on high-impact value drivers</li>\n	<li>Build systems that reduce owner dependence</li>\n	<li>Increase recurring revenue and predictable cash flow</li>\n	<li>Align growth strategy with long-term enterprise value&nbsp\;</li>\n</ul>\n<strong>Accounting &ndash\; Erin Mickels\, </strong>CPA<br />\nPrincipal\, CliftonLarsonAllen\n<ul>\n	<li>Improve earnings quality\, cash flow sustainability\, and working capital</li>\n	<li>Strengthen financial reporting to build buyer confidence</li>\n	<li>Understand what buyers evaluate during financial due diligence</li>\n	<li>Reduce deal risk and position for stronger valuation</li>\n</ul>\n<strong>Financial Planning &ndash\; Bob Bayer\,&nbsp\;</strong><span class="a_GcMg font-feature-liga-off font-feature-clig-off font-feature-calt-off text-decoration-none text-strikethrough-none" style="caret-color: rgb(255\, 255\, 255)\; --Ys-XuQ: none\; font-kerning: none\;">&nbsp\;CEPA ChFC\, CLU\, RICP\, BFA</span><br />\nOwner\, Stonebrooke Wealth Management\n<ul>\n	<li>Evaluate your business\, personal\, and financial readiness for transition</li>\n	<li>Understand key value drivers\, risks\, and transferability factors</li>\n	<li>Measure internal &ldquo\;readiness&rdquo\; and external buyer &ldquo\;attractiveness&rdquo\;</li>\n	<li>Prepare now so your business grows stronger and is ready when &ldquo\;later&rdquo\; arrives</li>\n</ul>\n<strong>Legal &ndash\; Jim Kretsch</strong><br />\nOwner\, Attorney\, Kretsch Law Office\, PLLC&nbsp\;<span class="a_GcMg font-feature-liga-off font-feature-clig-off font-feature-calt-off text-decoration-none text-strikethrough-none" style="color: rgba(255\,255\,255\,var(--O42jJQ\,1))\; caret-color: rgb(255\, 255\, 255)\; --Ys-XuQ: none\; font-kerning: none\;">Kretsch Law</span><span class="a_GcMg font-feature-liga-off font-feature-clig-off font-feature-calt-off text-decoration-none text-strikethrough-none" style="color: rgba(255\,255\,255\,var(--O42jJQ\,1))\; caret-color: rgb(255\, 255\, 255)\; --Ys-XuQ: none\; font-kerning: none\;"> Office\, PLLC</span>\n\n<ul>\n	<li><span style="font-size:12px\;">Clarify your goals: growth\, wealth\, exit\, or legacy</span></li>\n	<li><span style="font-size:12px\;">Who are you selling to or buying from (family\, employee\, competitor\, private equity)</span></li>\n	<li><span style="font-size:12px\;">Build and align your advisory team early</span></li>\n	<li><span style="font-size:12px\;">Understand the types and stages of a transaction and which is best for you.&nbsp\; Avoid common pitfalls</span></li>\n</ul>\n<strong>Banking &ndash\; Marilee Jager</strong><br />\nSenior VP of Business Banking\, Frandsen Bank &amp\; Trust\n<ul>\n	<li>Explore financing strategies for acquisitions and growth</li>\n	<li>Structure owner and employee buyouts</li>\n	<li>Align banking relationships with long-term succession plans</li>\n	<li>Expand financial options before transition becomes urgent</li>\n</ul>\n
LOCATION:Legends Golf Club 8670 Credit River Boulevard Prior Lake\, MN 55372
UID:e.1386.407128
SEQUENCE:3
DTSTAMP:20260415T041933Z
URL:https://business.lakevillechamber.org/events/details/legacy-by-design-from-growth-to-exit-a-roadmap-to-transferable-value-407128
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