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Women’s Business Summit

Thursday, August 8, 2024
1:30 pm - 5:00 pm

Don’t Miss It! Join us for an afternoon of learning, discussion, and networking with women business owners who are growing their businesses or successfully exited.

Presenters

Nicole Middendorf

Nicole Middendorf, CDFA

CEO, Prosperwell Financial Wealth Advisor

Nicole shares financial advice and a real-life perspective on saving, planning, and investing with audiences across the country. Her primary goal is to take complicated subjects and make them easy to understand. She works hard to empower her audience to make crucial and positive changes in their own lives. Nicole’s books have received local and national press coverage, where she has become known for her thoughtful concise quotes, relaxed on-air presence, and articulate delivery.

Susan Markey Maslon

Susan Markey Maslon

Partner, Chair of Corporate & Securities Group

Susan represents clients in general corporate, taxation, and nonprofit matters. She draws from a diversebackground in government, accounting, and law to serve as a holistic business advisor, and strongly believesthat tax and corporate advice should be both easy to understand and practical. Her goal is to move businessesforward and give owners the assurance that their investment of hard work, time, and financial resources issecure. In addition to her corporate work, Susan is passionate about assisting nonprofit organizations thatserve the community. Her deep experience in business and tax issues uniquely positions her to counselnonprofits toward sustainable long-term success.

Katie Monger

Katie Monger

Partner, Copeland Buhl

Katie Monger is a partner at Copeland Buhl. She is a Certified Public Accountant with a Masters inAccountancy from Missouri State University. Katie’s main focus is construction, real estate, andprofessional services and she loves working with closely-held and family-owned businesses. In additionto business tax work, Katie has a strong aptitude for accounting advising and strategic planning. Shetakes a common sense, practical approach to help businesses reach their potential and enjoyscollaborating with other advisors to get the best possible outcome.

Panel

Dee Thibodeau

Dee Thibodeau

In 1997 Dee Thibodeau started Charter Solutions, Inc.,a technology consulting firm based in PlymouthMinnesota. Since that time, the company has becomean award-winning firm that is a driving force in dataanalytics and using data to drive AI solutions. Dee hasreceived numerous awards throughout her career as abusiness owner, an entrepreneur, a women businessowner in technology, and in 2023 was inducted intothe National Association of Women Business Owners(NAWBO) Hall of Fame. She is also a general partner ofthe Sofia Fund, an early-stage venture fund focusedon investments in women-led, technology-basedcompanies.

Jamie Taets

Jamie Taets

Jaime started Keystone Group International in 2013. Keystone Group International focuses on leadership development, organizational strategy, growth, and change. Jaime’s belief that strong leadership and a change-resilient culture are the foundation for sustainable growth drives her work with clients. Harnessing her own leadership experiences, she inspires real and sometimes challenging discussions about the crossroads between high-performance and healthy change. Her approach is a combination of direct and caring. Not one to step around challenges, she helps leaders focus on their root challenges. Jaime pushes her clients to dig deep, she calls out issues in their businesses, and never lets them off the hook.

Moderator

Leah Wong

Leah Wong

Jaime started Keystone Group International in 2013. Keystone Group International focuses on leadership development, organizational strategy, growth, and change. Jaime’s belief that strong leadership and a change-resilient culture are the foundation for sustainable growth drives her work with clients. Harnessing her own leadership experiences, she inspires real and sometimes challenging discussions about the crossroads between high-performance and healthy change. Her approach is a combination of direct and caring. Not one to step around challenges, she helps leaders focus on their root challenges. Jaime pushes her clients to dig deep, she calls out issues in their businesses, and never lets them off the hook.

Who should attend

  • Women business ownerslooking to drive the valuation oftheir company and increaseattractiveness from buyers
  • Business owners looking to sell all or part of their company with in the next few years
  • Business owners considering a material capital raise to make acquisitions and grow
  • Women business owners that want to network with other women

Guests Will

  • Learn how to prepare for a transaction to make better decisions along the way
  • Calculate “The Number” you would need to net from a sale in order to maintain or achieve their desired lifestyle
  • Understand how to estimate the valuation of your business and learn how to maximize valuations
  • Receive an overview of advanced estate planning and tax mitigations strategies to help maximize an owner’s net proceeds form the sale
  • Network with Buyers and Investors
  • Meet other Founders/Owners who are building investment grade businesses
  • Develop an actionable exit plan and professional M&A team to support a successful exit
  • Hear form a panel of owners who have successfully exited and learn mistakes to avoid
  • Network with other women
Raymond James is not affiliated with Susan Markey Maslon, Katie Monger, Dyanne Ross-Hanson, Dee Thibodeau, or Jamie Taets. Raymond James does not provide tax or legal services.

Details

Date:
Thursday, August 8, 2024
Time:
1:30 pm - 5:00 pm
Cost:
Free
Event Category:

Organizer

Prosperwell Financial
Phone:
(763) 231-9510
Email:
events@prosperwell.com

Location

Maslon LLP
225 South 6th St. #2900
Minneapolis, MN 55402 United States
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