From Owner-Centric to Owner-Independent: Developing Your Plan

Name: From Owner-Centric to Owner-Independent: Developing Your Plan
Start: 2026-01-27T14:30:00-06:00
End: 2026-01-27T18:00:00-06:00
Location: Metropolitan Ballroom

Schedule

Tue Jan 27 2026 at 02:30 pm to 06:00 pm

UTC-06:00

Location

Metropolitan Ballroom | Minneapolis, MN

This event is focused on one of the most critical decisions a business owner will ever make: stepping away from the company you've built - and setting it up to thrive without you.
Join us on Tuesday, January 27th, from 2:30 – 6:00 PM at the Metropolitan Ballroom & Clubroom in Golden Valley, MN for a practical, action-oriented discussion on how to prepare your company - and yourself - for a successful transition. Together, our teams will walk through the key building blocks of a strategic exit plan:
- Knowing your number and defining your financial goals
- Building a leadership team that can operate without you
- Evaluating your exit pathways and aligning them with your long-term vision
Whether your transition is one year or ten years away, the earlier you start, the more options you have - and the more value you retain.

*Mary Nutting, Rick Rittmaster and Strategic Talent Partners are not affiliated with or endorsed by LPL Financial and DSB Rock Island.
Advisors associated with DSB Rock Island may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Great Valley Advisor Group, Inc.; or (2) solely investment advisor representatives of Great Valley Advisor Group, Inc., and not affiliated with LPL Financial. Ryan Williams, Fredrick Borstad and Mark Hegstrom offer Retirement Plan Consulting Program advisory services through LPL Financial, a registered investment advisor. Other advisory services offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and DSB Rock Island are separate entities from LPL Financial.