Business Owner Succession Strategies Group

Business Owner Succession Strategies Group We help you figure out when to exit, how to exit, and to whom you want to sell your business. www.finra.org, www.sipc.org.

Business Owner Succession Strategies (BOSS) is an exit and succession planning firm. We help business owners that are 3-12 years out from exit to develop a customized plan. We assist the owner to develop a plan around the three legs of the exit planning stool: business owner financial plan, personal plan post-exit, and business attractiveness. Get started today with an assessment to see where you

are now and where you need to be at exit; after all, every business owner will exit his or her business. That is why we think: exit planning is simply good business planning. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Minnesota Business Owners, join us next week for to go from owner-centric to owner-independent! Register here: https://w...
01/21/2026

Minnesota Business Owners, join us next week for to go from owner-centric to owner-independent! Register here: https://www.eventbrite.com/e/from-owner-centric-to-owner-independent-developing-your-plan-tickets-1975828969636?aff=ebdsshcopyurl&utm-source=cp&_hsenc=p2ANqtz-8sbzEfZSIsn9wqsU9I_P1fY45vBctdcdBnh0apXrsrU1gIh2ZWSGR36E9KE_keBJnqjDEGreO0-BWkZRE2MLSGWZteVQ&utm_content=18794211&utm-campaign=social&utm_source=hs_email&utm-content=attendeeshare&utm_medium=email&utm-medium=discovery&_hsmi=18794211&utm-term=listing

If you are a MINNESOTA BUSINESS OWNER, you should plan to attend this free workshop presented by our friends at Strategic Talent Partners and DSB Rock Island Wealth Management!

Ready to transition from an owner-centric model to one where your business thrives independently? Join us on Tuesday, January 27, from 2:30–6:00 p.m. at the Metropolitan Ballroom in Golden Valley for a complimentary, hands-on workshop. Learn how to define your financial goals, build a resilient leadership team, and explore exit strategies that align with your vision. Let's empower your business for a future where you don't have to be in the driver's seat every day. Reserve your spot today!

https://www.eventbrite.com/e/from-owner-centric-to-owner-independent-developing-your-plan-tickets-1975828969636?aff=ebdsshcopyurl&utm-source=cp&_hsenc=p2ANqtz-8sbzEfZSIsn9wqsU9I_P1fY45vBctdcdBnh0apXrsrU1gIh2ZWSGR36E9KE_keBJnqjDEGreO0-BWkZRE2MLSGWZteVQ&utm_content=18794211&utm-campaign=social&utm_source=hs_email&utm-content=attendeeshare&utm_medium=email&utm-medium=discovery&_hsmi=18794211&utm-term=listing

12/16/2025

Beginning to teach your kids financial literacy early is great step to making the financially savvy adults. Learn strategies to get started.

A great blog from DSB Rock Island Wealth Management!
11/06/2025

A great blog from DSB Rock Island Wealth Management!

Life insurance planning with your trusted advisors is a great way to ensure your legacy is covered in case something happens to you.

Are you a business owner starting to think about your ultimate transition? Whether you're years away or planning a move ...
10/27/2025

Are you a business owner starting to think about your ultimate transition? Whether you're years away or planning a move soon, understanding your exit and succession options is one of the most critical steps you'll ever take.

It's not just about selling a business—it's about maximizing your value, securing your legacy, and achieving financial freedom.

But where do you even start?

Join us for a free, high-impact webinar: "Intro to Exit and Succession Planning" on November 19th. Register today! https://us02web.zoom.us/webinar/register/5117561474541/WN_6aoU-IHSSnyp7vi3zaT51g #/

10/17/2025

Understand your new obligations under the Minnesota Secure Choice law and explore all of your Minnesota retirement plan options.

Address

1333 Northland Drive, Suite 100
Mendota Heights, MN
55210

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 3pm

Telephone

+19522361755

Website

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