Prosperwell Financial

ProsperWine and Women
2025-04-09 15:00 - 16:30, 2025-03-13 15:00 - 16:30, 2025-02-18 15:00 - 16:30, 2025-01-21 15:00 - 16:30, 2024-11-21 15:00 - 16:30, 2024-10-08 15:00 - 16:30, 2024-09-12 15:00 - 16:30, 2024-08-15 15:00 - 16:30 (America/Chicago) and 9 more dates | Prosperwell Financial, 4300 Baker Rd, Minnetonka, MN, 55343, United States
Join us for ProsperWine and Women to connect with amazing businesswomen. If you are a working mom, a woman in business or a women business owner, you do not want to miss this networking happy hour! We will chat over a glass of wine on topics such as work/life balance, business growth, marketing, finances and so much more.

Vision Board Making!
2025-01-17 11:00 - 12:00 | MN
Join us to kick off the year with having a vision!
Come make your own vision board!
Friday, January 17, 2025 from 11am–Noon
4300 Baker Road, Minnetonka, MN 55343
Register at hello@nicolemiddendorf.com or use the form below.

Women's Business Summit
2024-12-05 13:30 - 17:00 | Maslon LLP, 225 South 6th St. #2900, Minneapolis, MN, 55402, United States
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.
Reserve Your Spot

Presenters

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
Partner, Chair of Corporate & Securities Group
Susan represents clients in general corporate, taxation, and nonprofit matters. She draws from a diverse background in government, accounting, and law to serve as a holistic business advisor, and strongly believes that tax and corporate advice should be both easy to understand and practical.Her goal is to move businesses forward and give owners the assurance that their investment of hard work, time, and financial resources can be obtained. In addition to her corporate work, Susan is passionate about assisting nonprofit organizations that serve the community.

Katie Monger
Partner, Copeland Buhl
Katie Monger is a Partner at Copeland Buhl and is a Certified Public Accountant with degrees from Missouri State University (MA) and Dordt University (BA). Katie primarily serves businesses in the construction, real estate, and professional services industries and their owners. She especially enjoys working with closely-held and family-owned businesses. In addition to business tax work, Katie has a strong aptitude for accounting, advising, and strategic planning. She takes a common sense, practical approach to helping businesses reach their potential and enjoys collaborating with other advisors to achieve the best possible outcomes for her clients.

Dyanne Ross-Hanson
President, Exit Planning Strategies, LLC
Dyanne is President/CEO of Exit Planning Strategies, LLC, a firm dedicated to offering business owners (industry generic) objective, fee based, financial consulting in the development of intentional ownership transition plans. She directs an inter-disciplinary process for owners and their Advisory Team to explore planning options, map realistic exit strategies and develop anAction Checklist to accomplish the owner’s objectives. Her work is outcome agnostic and owner centric.

Panel

Melanie Porter – Fractional CFO of MP Financial Solutions

Mary Nutting – Founder of Strategic Talent Partners

Hillary Spreizer – CEO of Latitude Group

Lori Bauer – Founder of Climate Makers

Moderator

Julie Keyes – Owner and Founder of KeyeStrategies

Who should attend

Women business owners looking to drive the valuation of their company and increase attractiveness 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
Women that want to grow their business

Guests Will

Network with business owners
Learn marketing ideas to grow your business
Learn how to make better decisions as a business owner
Calculate “The Number” you would need to net from a sale in order to maintain or achieve their desired lifestyle
Learn how to estimate the value of your business and how to help maximize valuations
Develop an actionable exit plan and professional M&A team to support a successful exit
Hear from a panel of women business owners who are growing their businesses or successfully exited and learn mistakes to avoid
Learn how to prepare for year-end planning

Raymond James is not affiliated with Susan Markey, Katie Monger, or Dyanne Ross-Hanson. Raymond James does not provide tax or legal services.

Women's Business Summit
2024-08-08 13:30 - 17:00 | Maslon LLP, 225 South 6th St. #2900, Minneapolis, MN, 55402, United States
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.
Reserve Your Spot

Presenters

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
Partner, Chair of Corporate & Securities Group
Susan represents clients in general corporate, taxation, and nonprofit matters. She draws from a diverse background in government, accounting, and law to serve as a holistic business advisor, and strongly believes that tax and corporate advice should be both easy to understand and practical. Her goal is to move businesses forward and give owners the assurance that their investment of hard work, time, and financial resources is secure. In addition to her corporate work, Susan is passionate about assisting nonprofit organizations that serve the community. Her deep experience in business and tax issues uniquely positions her to counsel nonprofits toward sustainable long-term success.

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

Dyanne Ross-Hanson
President, Exit Planning Strategies, LLC
Dyanne is President/CEO of Exit Planning Strategies, LLC, a firm dedicated to offering business owners (industry generic) objective, fee based, financial consulting in the development of intentional ownership transition plans. She directs an inter-disciplinary process for owners and their Advisory Team to explore planning options, map realistic exit strategies and develop an Action Checklist to accomplish the owner’s objectives. Her work is outcome agnostic and owner centric.

Deborah Gerewitz
Director, Raymond James Investment Banking- Life Sciences
Debbie advises life sciences companies regarding public and private financings, mergers, acquisitions and restructurings. Her clients range from early stage development companies to fully integrated commercial enterprises, and span a variety of therapeutic areas. With expertise in capital markets and valuation, she prioritizes candid, thoughtful advice tailored to each company’s unique situation. During the past 14 years as an investment banker, she has participated in more than 200 successful transactions and helped to raise more than $8 billion in capital.

Panel

Dee Thibodeau
In 1997 Dee Thibodeau started Charter Solutions, Inc., a technology consulting firm based in Plymouth Minnesota. Since that time, the company has become an award-winning firm that is a driving force in data analytics and using data to drive Al solutions. Dee has received numerous awards throughout her career as a business owner, an entrepreneur, a women business owner in technology, and in 2023 was inducted into the National Association of Women Business Owners (NAWBO) Hall of Fame. She is also a general partner of the Sofia Fund, an early-stage venture fund focused on investments in women-led, technology-based companies.

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
Consultant, Board Member, Public Speaker, and past executive at the Minneapolis Downtown Council (MDC), Leah Wong drives business value and evolvement by leveraging her extensive 20 years of experience in Strategy, MarCom, Public Relations, and Event Management. Wong currently partners with strategic clients to further their marketing and communications strategies and serves on various community advisory committees such as the Minnesota Sports and Events Champions Council and the 2024 U.S. Olympic Team Trials GyMNastics experience committee. Wong was named a 2024 Person to Know by Twin Cities Business Magazine, is a past recipient of the Minneapolis St. Paul Business Journal’s 40 under 40 award, and is a recognized leader in building engagement and excitement as a frequent public speaker, expert panelist, and emcee.

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.

Outdoor Yoga and ProsperWine and Women
2024-06-18 15:00 - 17:00 | Prosperwell Financial, 4300 Baker Rd, Minnetonka, MN, 55343, United States
Join us for ProsperWine and Women to connect with amazing businesswomen. If you are a working mom, a woman in business or a women business owner, you do not want to miss this networking happy hour! We will chat over a glass of wine on topics such as work/life balance, business growth, marketing, finances and so much more.
Come mediate with us during this special ProsperWine and Women!

Business Owner Success Panel
2024-06-13 13:30 - 17:00 | Butcher & The Boar, 901 N 3rd St Suite 195, Minneapolis, MN, 55401, United States
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.
Reserve Your Spot

Meet the Panel

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.

Stuart Bear
President
Chestnut Cambronne
Stuart 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.

Wade Christensen, CPA
Froehling Anderson
Wade 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.”

Jeff O’Brien
Attorney
Chestnut Cambronne
Jeff 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.

Sean Bunner
Investment Banker
Raymond James & Associates Inc.
Sean 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.

Who should attend

Business owners looking to drive the valuation of their company and increase attractiveness 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
Own or lead a company with at least $1m of revenue
Business owners that want to network with other business owners

Guests Will

Learn about the Corporate Transparency Act
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

Raymond 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.

Self Defense and ProsperWine and Women
2024-05-16 15:00 - 16:30 | Prosperwell Financial, 4300 Baker Rd, Minnetonka, MN, 55343, United States
Self Defense Class!
Hosted at Prosperwell Financial
For the first time Prosperwell is hosting a self defense class with Kelly Johnson!
Registration for this event is now closed.

Get Your Worth - FREE Workshop
2024-02-20 15:00 - 16:30 | Prosperwell Financial, 4300 Baker Rd, Minnetonka, MN, 55343, United States
Join us for a FREE Workshop
GET YOUR WORTH

Kelli Johanson

Ideal Properties

Nicole Middendorf

Prosperwell Financial

#WTFF (Want The Financial Freedom) and #MILF (Make Investing Lucrative & Fun)

Ask Yourself:

- Do you work hard for your money?

- Do you want your money to work harder for you?

- What are you doing to ensure that's happening?

We see the sacrifices you’ve made. We see how hard you’ve worked to get to this point. We see the drive within.
We are here to foster that and help you TRANSFORM YOUR MONEY STORY.

We'll discuss the 4 key strategies to guide you as a you attain financial freedom:

- Demand your worth

- Take ownership and follow through

- Make decisions with bravery and intelligence

- Interest, engagement, action

Miraval, AZ
2023-09-14 - 2023-09-17 | MN
Miraval is one of those magical places on your Live it List. Join us as you have the most amazing and memorable retreat of your life.

Prosperwell Roundtable
2023-08-09 08:30 - 09:30, 2023-06-14 08:30 - 09:30 | Prosperwell Financial, 4300 Baker Rd, Minnetonka, MN, 55343, United States
Come join us for our Prosperwell Networking Group! Join the community to grow your business. Once a month we will gather to network and share ideas. Attendance is limited to representatives from different business areas.

Apply to Join the Roundtable

Prosperwell Roundtable (In-person and Virtual)
2023-07-12 08:30 - 09:30 | Prosperwell Financial, 4300 Baker Rd, Minnetonka, MN, 55343, United States
Come join us for our Prosperwell Networking Group! Join the community to grow your business. Once a month we will gather to network and share ideas. Attendance is limited to representatives from different business areas. When registering please put in comments if you will be attending the in-person or the virtual session.
Apply to Join the Roundtable

Whiskey and Wealth
2023-06-29 15:00 - 16:30 | Prosperwell Financial, 4300 Baker Rd, Minnetonka, MN, 55343, United States
Come and join us to network, meet amazing new people in our community, grow your business and your life. We will have beverages and snacks and each month topics will range from the economy, to protection planning, to investment banking, retirement and more!

Come Celebrate With Us! - 20 Years in Business
2023-06-22 14:30 - 18:00 | Prosperwell Financial, 4300 Baker Rd, Minnetonka, MN, 55343, United States
We will have games, networking, and fun! Bring a friend or two to this event!
We also will have food and beverages provided.
The event is free to attend but reservations are required.
