Proudly Serving Bloomington, MN
Business Owner Succession Strategies (BOSS) is an exit and succession planning firm serving Bloomington, MN. We assist business owners who are 3-12 years out from exiting their business to develop a customized plan. We assist business owners in developing 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.
In addition to working with business owners to create exit strategies, our team also provides wealth management services and operates under Waterfront Financial Group. Our business owner clients need the sale proceeds from their business, and they also need their retirement savings plan at work to supplement the business sale proceeds. Managing Partner, Mark Hegstrom, is a Certified Plan Fiduciary Advisor and Accredited Investment Fiduciary, who helps business owners develop retirement plans that can not only help their employees, but may allow the business owner the ability to help build their 401(k) and Profit Sharing retirement savings.
Having a solid and up-to-date succession plan can help optimize your final business deal by demonstrating to potential buyers that your business has long-term viability. If you are looking for assistance in the Bloomington, MN area, call us at 952-222-BOSS. It's never too early to begin planning for succession.