Future-Proof Exit Strategies &
100-Proof Old Fashioneds
An exclusive event of expert insights, spirited
libations and sumptuous hors d’oeuvres.
Future-Proof Exit Strategies &
100-Proof Old Fashioneds
An exclusive event of expert insights, spirited
libations and sumptuous hors d’oeuvres.
If you’re considering exiting your business now—or sometime in the next ten years— this event is designed especially for you. And if you’re not planning to, this event might just change your mind.
Join our top experts for the insights and comprehensive strategies you need to know now to start planning and preparing for a strong, smart, successful exit.
Please RSVP to confirm your attendance.
Seats are limited.
Event
Future-Proof Exit Strategies &
100-Proof Old Fashioneds
Date
June 25
Time
3-6 pm
Location
Metropolitan Ballroom
5418 Wayzata Blvd., Golden Valley, MN 55416
Register
Please RSVP to confirm your attendance.
Seats are limited.
Question
612-756-2123
Event
Future-Proof Exit Strategies &
100-Proof Old Fashioneds
Date
June 25
Time
3-6 pm
Location
Metropolitan Ballroom
5418 Wayzata Blvd., Golden Valley, MN 55416
Register
Please RSVP to confirm your attendance.
Seats are limited.
Question
612-756-2123
Expert Panel
Scott Bushkie, M&A expert
CEO, Cornerstone
Heidi Carpenter, M&A attorney
CEO, Fafinski Mark & Johnson
Paul Diegnau, CPA and CFA
Partner, Boulay
Dena Mayne, Business Growth Expert
President, Keystone Group Int'l
Future-Proof Your Business Exit: A 360-Degree Strategy
- Learn the most common misconceptions owners have about exiting their business.
- Explore tax ramifications owners face when exiting their business—and strategies for reducing them.
- Discover critical legal issues business owners can encounter (and avoid) during their exit.
- Examine key steps owners should take immediately to maximize their business’ value.
- Explore trends business owners should be aware of and start preparing for now.
Robin Edgar
Chief Exit Officer
Robin is a wealth strategist with over 35 years of experience and the founder of Wealth Progression Group, a full-service brokerage office.
As Chief Exit Officer, she focuses on guiding entrepreneurs and business owners through the critical and complex process of exit planning and implementation.
DISCLAIMER: Securities offered through Concorde Investment Seivices, LLC (CIS), member FINRA/SIPC. Investment odvisory seivices offered through Concorde Asset Monogement, LLC (CAM), o registered investment advisor. lnsuronce offered through Concorde lnsuronce Agency, Inc. (CIA). Wealth Progression Group is independent of CIS, CAM ond CIA. This is for informotionol purposes only and does not constitute on offer to purchose or sell investments. Potential cash flows/returns/oppreciotion ore not guoronteed and could be lower than anticipated. Because investor situations and objectives vary this information is not intended to indicate suitability for any individual investor. This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for guidance regarding your individual situation. bd-bk-gp-o-352-3-2024
© 2025 Robin Edgar