The Business Owner Succession Strategies (BOSS) Group provides training specifically designed to help business owners recognize the challenges of succession planning and implement appropriate solutions. Our team has experience and background in developing business succession strategies for business owners around the country. Business Owner Succession Strategies Group is an innovative financial services company that has worked with dealers and franchisees. • Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC sipc.org. Business Owner Succession Strategies Group and LPL Financial are not affiliated. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with Business Owner Succession Strategies Group or LPL Financial 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.
External link for Business Owner Succession Strategies (BOSS) Group
8000 W 78th St
Suite 415
Edina, Minnesota 55439, US
Mark your calendars for our next LIVE informational session on Nov 20. Is it time to explore your exit options? This complimentary info session is designed to empower you as a business owner. #BOSS
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Reminder: our next complimentary webinar is tomorrow! This is a great place to start if you aren't sure where to begin your exit planning journey. Will we see you there? Sign up here: https://lnkd.in/gYYS4VCE
Announcing our next live webinar... "Getting Your House in Order" crafted just for Business Owners like you! Everyday, we work in our business, but it is important to take a step back and work ON the business. So what does this all mean? 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. Sound a little overwhelming? We've got the perfect easy first step for you -- join us for this complimentary webinar to hear from Mark C. Hegstrom, AIF®, CEPA®, CPFA®, our Certified Exit Planning Advisor: https://lnkd.in/gYYS4VCE #exitplanning #successionplanning #getyourhouseinorder
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Here’s the biggest catch-22 for business owners: you’ve poured years into growing your business, only to be hit with taxes when you sell it. We've put together this blog to explain several simple strategies can help you sell your business with higher profits and lower tax bills. #businessowner #taxes
We invite you to learn about the importance of exit planning. While it isn't something you think about everyday, we believe in educating business owners about one of the biggest transitions they will ever make. Plan to attend one of our upcoming webinars and register here: https://lnkd.in/gqUV8Jzk #planning #businessowner
Announcing our next live webinar... "Getting Your House in Order" crafted just for Business Owners like you! Everyday, we work in our business, but it is important to take a step back and work ON the business. So what does this all mean? 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. Sound a little overwhelming? We've got the perfect easy first step for you -- join us for this complimentary webinar to hear from Mark C. Hegstrom, AIF®, CEPA®, CPFA®, our Certified Exit Planning Advisor: https://lnkd.in/gYYS4VCE #exitplanning #successionplanning #getyourhouseinorder
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The annual "Business Owner's Forum" event is back! Bring your business owners for an afternoon of education & networking. More information and register at: https://lnkd.in/giaanFki Julie Keyes Todd Krough, CEPA® Mark C. Hegstrom, AIF®, CEPA®, CPFA® Chris Jones Sean Hutchinson Exit Planning Institute MBBI #CEPA #BusinessOwners #SmallBusinessOwners #ExitPlannning #EPITCMA #EPI
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Business Owner Succession Strategies (BOSS) Group reposted this
Certified Exit Planning Advisor | President Exit Planning Institute Twin Cities | Partner DSB Rock Island Wealth Management
Once a month, I host a Deeper Dive Webinar. Tomorrow, I'll discuss one of the most important aspects of any exit and succession plan, the Business Owner's Freedom Point. So what is a Freedom Point? When your business makes up most of your net worth and selling it would garner enough money to live carefree for the rest of your life, there's no financial reason to continue owning your business. Once you reach your Freedom Point, continuing to own your business can become an unnecessary risk. As a Certified Exit Planning Advisor, I believe every business owner should know their Freedom Point. It's one of my favorite topics to discuss, and I'm looking forward to sharing insights at tomorrow's session. This webinar is perfect for any business owner who isn't sure where to begin with exit or succession planning. Sure, this topic can be intimidating, but Business Owner Succession Strategies (BOSS) Group is here to simplify the process! I hope you can join us tomorrow, register here: https://lnkd.in/gdghXB_S #FreedomPoint #BusinessOwner
Business Owner Succession Strategies (BOSS) Group reposted this
Grow or go? The choice is yours! Join us at the Business Owners Forum to discover strategies for maximizing your business’s value and navigating the critical decision of whether to grow or exit. Don’t miss this chance to secure your future—register now! https://lnkd.in/giaanFki
Your "Freedom Point" is all about finding the right time to pursue your next chapter. Learn more on September 25 and claim your spot today: https://lnkd.in/ggVkVswx
Announcing our Septemeber Live Webinar! If you've been to one of our sessions before, you know how helpful they can be to get a head start on your very own exit plan. Want to join us on September 25? Claim your spot today: https://lnkd.in/ggVkVswx #successionplanning #exitplanning
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