The Business Exit Blueprint

The Business Exit Blueprint

Event Sponsors

Stonebrooke Wealth Management and Exit Planning Inc.
Frandsen Bank & Trust
Kretsch Law Office, PLLC
CliftonLarsonAllen LLP
Non-Member Transactions
Non-Member Transactions
Date and Time

Thursday Oct 30, 2025
7:30 AM - 4:00 PM CDT

Location

Legends Golf Club (8670 Credit River Boulevard)

Fees/Admission

$150/person

Contact Information

Krista Jech
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Description

8:00-8:30: Check-in and networking with coffee/pastries
8:30-8:40: Welcome
8:40-8:50: Introductions and layout of the day
 
8:50-10:20: DISCOVER

  • Julie Keyes- KeyeStrategies 
  • Bob Bayer - Stonebrooke Wealth Management & Exit Planning
10:20-10:30: BREAK 
 
10:30-11:45: PREPARE
  • James Kretsch & John Reddall  - Kretsch Law  
  • CliftonLarsonAllen panel
11:45-12:15: Lunch
 
12:15-1:30: DECIDE
  • David Latzke - Cherry Tree Investment Banking
  • Marilee Jager - Frandsen Bank & Trust
1:30-1:45: BREAK 
 
1:45-2:30: Panel discussion with presenting team
 
2:30-2:45: Wrap up, next steps 
 
2:45-4:00: Social hour and one-to-one conversations with presenters – including snacks/drinks

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