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Business Owner Succession Strategies

  •  Tel: 952-222-BOSS
  •  Fax: 763.205.1625
  • mark.hegstrom@businessownersuccessionstrategies.com
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Business Owner Succession Strategies

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Design an Exit Plan Strategy for You

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Join Us for Our Upcoming LIVE Webinar

The little details involved in exiting a business successfully are easy to overlook, but they can make or break the success of your exit plan!

Join us for a deeper dive into the different stages of exit

and succession planning.

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6 Ways to Start Your Exit Plan Today

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There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.  The purchase of certain securities may be required to effect some of the strategies.  Investing involves risks including possible loss of principal.

 

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About the BOSS Group

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. 

On-Demand Webinar

Meet the Exit Planning Team

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Mark C. Hegstrom, AIF®, CEPA®, CPFA

Certified Exit Planner

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Call Mark: 952-222-BOSS

 

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Fred Borstad, AIF®, CEPA®

Certified Exit Planner

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Call Fred: 952-222-BOSS

 

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Ryan C. Williams, CFP®, CEPA®, CPFA

Certified Exit Planner

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Call Ryan: 952-222-BOSS

Our Latest Blogs

6 Savvy Ways Small Businesses May Save Money This Summer

Submitted by Business Owner Succession Strategies | Edina, Minnesota on May 22nd, 2022

Whether your business tends to slow down or speed up in the summer months, there are a few things small-business owners may consider to cut expenses as the temperature rises. Here are six savvy ways for small businesses to save money during summer.

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Gone Fishin': 6 Fishing Lessons for Investors

Submitted by Business Owner Succession Strategies | Edina, Minnesota on May 15th, 2022

While it may seem that fishing and investing are completely unrelated, believe it or not, there are some characteristics that make a person good at fishing that can also transfer to investing. Here are six fishing lessons you can apply to your investment strategy.

Patience      

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5 Ways a Financial Professional Could Be a Small-Business Owner's Best Friend

Submitted by Business Owner Succession Strategies | Edina, Minnesota on May 8th, 2022

As a business owner, you may assume you do not need professional financial advice until you hit certain milestones such as $1 million in sales, having ten employees, or some other tangible measure. However, financial professionals may benefit small-business owners no matter what the stage of their business.

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Edina | ​Eden Prairie | Bloomington | Minneapolis | St. Louis Park | Hopkins

Contact Info

  •   8000 W 78th St, Suite 415, Edina, Minnesota 55439
  •   952-222-BOSS
  • mark.hegstrom@businessownersuccessionstrategies.com 
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