How To: De-Risking A Business

TWIN CITIES METRO AREA CHAPTER EVENT

How To: De-Risking A Business


Life can throw many “curves” in an owner’s professional and personal life as we have witnessed with a pandemic, loss of a major client, a death, or even divorce. Any major disruption can have a tremendous effect and impact on their performance in an operation of the business. Guidance from trusted advisors to prepare exiting business in the first place could head off common issues to make a world of difference.

 

Learning Objectives:

  • Learn the steps involved in de-risking a business
  • Learn the importance and use of business continuity plans
  • Understand how to incorporate de-risking into client conversations
  • Learn the tools available to make the process easier

 

About the Presenters:

Learn from industry experts Zachary T. Nohre, Nohre CPA & Consultants, Dan Huber, Transworld Business Advisors of MN, Troy Noor, CFP®, CFA, Boulevard Wealth, and Robert Morse, Midcounty Bank, as moderator.

About the Presenters

 

Thank you to our Sponsors!

 

This meeting will be held at MN Society of CPAs and Virtually via Zoom.

Address: 1650 W 82nd, Suite 600, Bloomington, MN 55431

 

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPITwinCities.org.

About the Presenters


Zachary T. Nohre

Zachary T. Nohre

NOHRE CPA & Consultants

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Dan Huber

Dan Huber

Transworld Business Advisors of MN

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Troy Noor, CFP®, CFA
Robert Morse

Robert Morse

Midcountry Bank

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