Business Owner Succession Strategies Group

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.

11/13/2025

Mark your calendar for November 19th -- our next exit planning webinar! We invite you to register for this great informational session where you'll learn what you should be doing now to plan for your eventual exit. https://us02web.zoom.us/webinar/register/5117561474541/WN_6aoU-IHSSnyp7vi3zaT51g #/registration

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.

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.

10/13/2025

Are you looking to exit your business? Do you what you need to retire?

10/09/2025

A cash balance plan can be a good option for business owners who are maxing out their current retirement contributions. Learn more!

08/04/2025

This year, let's break free from this cycle of fleeting financial resolutions. We've outlined five resolutions that can empower you to take control of your finances and build a stronger financial future in 2025 and beyond.

05/14/2025

Everyday, we work in the business, but it is important to take a step back and work ON the business. Getting your financial house in order involves cleaning up your books, assessing the overall financial health of your business, and putting together the information that buyers will be looking for.

On May 21st, join us for a live webinar to Get Your House in Order! https://us02web.zoom.us/webinar/register/5317438019779/WN_DSlIOss0Q32E7o37qNBLLA

03/20/2025

As we welcome the official start of spring, we are reminded of a common retirement dream: spending every day on the golf course. While that sounds idyllic, it's important to consider if it's a realistic and fulfilling retirement plan.

In this blog, we discuss the importance of having a well-rounded retirement plan that includes financial security, social connections, and personal growth.

Of course, you CAN golf every day, but is that your whole retirement plan? Well, I know some individuals that do golf six out of seven days. (They close the course Mondays!). But do you WANT to gol…