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SUMMARY:Business Owner Success Panel
DESCRIPTION:Business owners\, don’t miss your opportunity to join our esteemed panelists for a night of learning and networking. Hosted at the Butcher & Boar in Minneapolis\, this one-of-a-kind FREE event will provide you with valuable information tailored for business owners that are looking to invest-in\, raise capital\, or even sell their business.\n Reserve Your Spot \n\nMeet the Panel\n\n\n\nNicole Middendorf\, CDFA\nCEO\, Prosperwell Financial Wealth Advisor \nNicole 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. \n\n\n\n\n\nStuart Bear\nPresident\nChestnut Cambronne \nStuart Bear is a partner\, shareholder\, and the president of Chestnut Cambronne and holds a national reputation for providing the highest level of succession planning services for individuals and businesses; including single individuals\, married couples\, domestic partnerships\, blended families\, and seniors. His practice specializes in wills\, trusts\, disability planning\, powers of attorney\, living wills\, asset protection\, and Medical Assistance planning. A native of Superior\, Wisconsin\, Stuart received his B.A. from the University of Minnesota\, Phi Beta Kappa\, and his J.D. from William Mitchell College of Law. \n\n\n\n\n\nWade Christensen\, CPA\nFroehling Anderson \nWade began his accounting career in 2000 because of his childhood love of math. He says he is fortunate to have had “phenomenal instructors” throughout high school and college who encouraged him to pursue his passion. “Accounting is a good fit for me in that it keeps me on my toes\,” he says. “I really enjoy learning new things and finding ways to improve our clients’ tax situation.” \n\n\n\n\n\nJeff O’Brien\nAttorney\nChestnut Cambronne \nJeff O’Brien is a partner with Chestnut Cambronne and serves as outside general counsel to a wide variety of small and closely held businesses as well as real estate investors and developers. He has significant experience working with craft breweries\, distilleries\, and a variety of other liquor and hospitality focused businesses on an array of issues including entity formation\, financing\, real estate matters\, intellectual property protection\, operational issues\, securities law\, and distribution contracts. Jeff also advises clients in the industrial hemp and cannabis industries and is a member of the Minnesota Industrial Hemp Association’s Board of Directors. \n\n\n\n\n\nSean Bunner\nInvestment Banker\nRaymond James & Associates Inc. \nSean Bunner joined Raymond James in 2021 as a Director in the Professional Partners group. Prior to joining Raymond James\, Mr. Bunner served in senior executive roles across consumer and retail brands including WW Intl\, Qurate Retail Group and HSN leading business development\, M&A and innovation teams seeding businesses that led to $1B+ in new revenue. Mr. Bunner also led marketing and compliance for a high growth FinTech that powers digital DAF platforms for large banks and wealth management organizations. He began his career in corporate finance and investment banking for Honeywell as well as with a boutique\, corporate finance consulting firm serving early to mid-stage growth companies in software\, telecommunications\, energy\, healthcare and financial services. Mr. Bunner received his undergraduate degree in Accounting and MBA from the University of South Florida\, has a CPA and serves on the local board for Habitat for Humanity. \n\n\n\n\nWho should attend\n\nBusiness owners looking to drive the valuation of their company and increase attractiveness from buyers\nBusiness owners looking to sell all or part of their company with in the next few years\nBusiness owners considering a material capital raise to make acquisitions and grow\nOwn or lead a company with at least $1m of revenue\nBusiness owners that want to network with other business owners\n\n\n\nGuests Will\n\nLearn about the Corporate Transparency Act\nLearn how to prepare for a transaction to make better decisions along the way\nCalculate “The Number” you would need to net from a sale in order to maintain or achieve their desired lifestyle\nUnderstand how to estimate the valuation of your business and learn how to maximize valuations\nReceive an overview of advanced estate planning and tax mitigations strategies to help maximize an owner’s net proceeds form the sale\nNetwork with Buyers and Investors\nMeet other Founders/Owners who are building investment grade businesses\nDevelop an actionable exit plan and professional\nM&A team to support a successful exit\nHear form a panel of owners who have successfully exited and learn mistakes to avoid\n\n\n\nRaymond James is not affiliated with Stuart Bear\, Wade Christensen\, Jeff O’Brien\, Chestnut Cambronne\, or Froehling Anderson. Raymond James does not provide tax or legal services.
URL:https://prosperwell.com/event/business-owner-success-panel/
LOCATION:Butcher & The Boar\, 901 N 3rd St Suite 195\, Minneapolis\, MN\, 55401\, United States
CATEGORIES:Prosperwell Events
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ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com
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