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Business Owner Succession Strategies

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  2. Fred Borstad, AIF®, CEPA®

Fred Borstad, AIF®, CEPA®

Certified Exit Planner
Call Fred: 952-222-BOSS

Fred Borstad, managing partner at Waterfront Financial Group, is lead partner in Waterfront’s exit planning strategies,  and also works with business owners, professionals, and executives in the areas of estate planning, wealth management, and insurance.

The 8 Exit Strategies for Business Owners

  1. Transfer the company to a family member.
  2. Sell the business to one or more key employees.
  3. Sell to employees using an employee stock ownership plan.
  4. Sell to one or more co-owners.

What are the other 4?

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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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