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What are you doing today to build a stronger business tomorrow?Today isn’t about selling your business tomorrow. It’s about building a business that gives you options. Growth, succession, legacy and wealth happen when owners intentionally design for transferable value.
Join us for Legacy by Design: From Growth to Exit on October 21 for a one-day strategic summit designed specifically for business owners who want to build a stronger, more valuable business today—and one that is positioned for a successful transition tomorrow.
Five experts. Five perspectives. One goal: helping you build a more valuable, transferable business.
👤 Julie Keyes, CEPA
Owner & Business Coach | Keye Strategies, LLC
📊 Erin Mickels, CPA
Principal | CliftonLarsonAllen (CLA)
💼 Bob Bayer, CEPA, ChFC, CLU, RICP, BFA
Owner | Stonebrooke Wealth Management
⚖️ Jim Kretsch
Owner & Attorney | Kretsch Law Office, PLLC
🏦 Marilee Jager
Senior VP of Business Banking | Frandsen Bank & Trust
Whether you're thinking about growth, succession, selling, transferring ownership—or simply building a business that doesn't depend entirely on you—this summit will give you practical strategies you can put to work now.
✔️ Increase profitability and enterprise value
✔️ Build systems that reduce owner dependence
✔️ Strengthen financials and prepare for due diligence
✔️ Understand what makes a business attractive to buyers
✔️ Explore succession, acquisition and buyout strategies
✔️ Avoid common pitfalls when preparing for a transition
📅 Wednesday, October 21 | 8:30 AM–2 PM
📍 Holiday Inn Lakeville
💼 $145 Chamber members | $245 non-members
Includes breakfast, lunch and materials.
Your exit strategy starts long before you exit. Start building the business you want to own—and the legacy you want to leave.
👉 Learn more and register: https://business.lakevillechamber.org/events/details/legacy-by-design-from-growth-to-exit-a-roadmap-to-transferable-value-407313
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Event venue
Holiday Inn & Suites Minneapolis - Lakeville, 20800 Kenrick Avenue,Lakeville, Minnesota, United States
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