Overview of the 7th Annual Owner's Forum: "Go or Grow!"

Poised for Exit

Overview of the 7th Annual Owner's Forum: "Go or Grow!"

We had the pleasure of hosting Todd Krough in the studio today. Todd is a wealth manager for MN Bank and Trust, and is also the incoming President for the Twin Cities Metro Area Chapter of the Exit Planning Institute. We discussed highlights of previous Owner's Forum events and what to expect from our upcoming event on October 3, 2024 at Midland Hills Country Club, 2-6 pm.

We recalled our first Owner's Forum in 2016, which was held at the University of Minnesota's McNamara Center. We had 150 attendees and collaborated with several firms who led various breakout sessions. For our first annual event, it was very well attended and received, so we decided to host another (and several more since)!

It's been a popular event for business owners and advisors alike, and Todd believes it's because we deliver relevant, timely content in a non-threatening, "No-Sell Zone" for business owners. We're all there to learn first and network second. (The food and drinks are pretty good too, though!)

We recalled a couple of memorable stories shared by panelists from previous Owners Forums. Their not-so-good exit outcomes and what life was like after the sale are etched in my mind. As they say, you could've heard a pin drop. This is the kind of learning we offer at every Owner's Forum event, with a chance to ask questions and get answers from the experts.

We're bringing back Sean Hutchinson from Ready For Next to lead us in another interactive Case Study. The feedback from Sean's presentation last year was so positive that we had to ask him to join us again. Sean will share critical information about the company, and it's up to the people at the tables to figure out the best path for a successful exit.

We also have Chris Jones, President of True North M&A and Sunbelt Business Advisors, as our fearless Keynote Speaker. Chris will discuss what owners should be doing right now to get ready for a future exit. Chris is always entertaining, informative, and engaging. He's back on stage for a good reason; he knows the market and what business owners need to do to prepare for what Buyers want in today's economy.

With these two powerhouses of knowledge, we've given owners compelling reasons to attend! It's going to be our best event ever; don't miss it!

Listen to more about the event here!

Get registered for the Owner's Forum here!
Join the Twin Cities Chapter of EPI at the 2024 Owners Forum! Learn More and Register here