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DTSTART;TZID=America/Chicago:20260618T090000
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SUMMARY:Built to Last: Business Legacy & Ownership Summit
DESCRIPTION:Built to Last: Business Legacy & Ownership Summit\n👉 RSVP today to save your spot. \nJoin us for Built to Last: Business Legacy and Ownership Summit\, a full‑day\, no‑cost event designed for business owners\, employees\, lenders\, and advisors interested in employee ownership as a pathway to business growth\, succession\, and long‑term stability. \nThis summit will feature practical guidance\, real‑world examples\, and clear next steps for exploring employee ownership models that help businesses stay local\, retain jobs\, and build community wealth. \nYou’ll leave with: \n\nA strong understanding of employee ownership and legacy transition options\nReal examples of how employee ownership supports business continuity and growth\nConnections to technical assistance providers and financing partners\nClear next steps to support stable employment and stronger local economies\n\n👉 RSVP today to save your spot. \nCo‑hosted by MN CEO\, Northspan\, ECRDC\, and SBDC. \nAGENDA\nNo cost to attend. Light breakfast and lunch provided.\nThursday\, June 18 | 9:00 AM–4:00 PM | Braham Event Center \nWhether you’re a business owner thinking about what’s next\, an advisor supporting succession planning\, or a lender exploring ownership transition tools\, this one‑day summit offers real‑world insight\, practical guidance\, and clear next steps. \nMorning Program \n9:00–9:30 AM \nRegistration & Light Breakfast\nArrive early to connect with peers\, speakers\, and resource partners. \n9:30–9:40 AM \nWelcome & Opening Remarks\nKirsten Kennedy\, Minnesota Center for Employee Ownership (MN CEO)\nSetting the stage for a day focused on business legacy\, continuity\, and ownership. \n9:40–10:20 AM \nBroad Overview: Paths to Employee Ownership \nKirsten Kennedy (MN CEO) and Char Vrieze\nAn accessible introduction to employee ownership: \n\nWhat employee ownership is and why it matters\nCommon ownership models\nWhen employee ownership is — and is not — a good fit\n\nIdeal for owners just beginning to explore their options. \n10:20–11:10 AM \nOwnership Panel: Real Stories from the Field \nModerated by Kirsten Kennedy (MN CEO) \nHear directly from business owners and employee‑owners who have lived an ownership transition. \nPanelists include: \n\nBen Holder\, Plastic Products Company (ESOP)\nLeah Goldstein‑Moses\, Improve Group (Worker‑Owned Cooperative)\nKathy Lindo\, Lindo Farms\nJeremy White\, CodeWeavers (Employee Ownership Trust) (pending)\n\nPanelists will discuss motivations\, challenges\, lessons learned\, and business outcomes. \n11:10–11:50 AM \nSmall Business Resource Roundup: Where to Start & How to Get Help \nModerated by Elissa Hansen\, Northspan \nQuick\, practical overviews from the ecosystem of support available to business owners. \nFeatured resources include: \n\nSmall Business Development Center (SBDC)\nEast Central Development Partnership (ECDP) (in progress)\nChisago County HRA‑EDA\nLegalCorps\nSCORE (in progress)\nDEED Small Business Assistance Office\n\nLearn what each organization does\, how to engage\, and what to bring to your first meeting. \n11:50 AM–12:00 PM \nMorning Wrap & Afternoon Track Overview\nElissa Hansen\, Northspan\nHow to choose the right afternoon sessions for your goals. \n12:00–1:00 PM \nLunch\, Non‑Traditional Lenders & Networking \nConnect over lunch and meet organizations supporting ownership transitions and capital access\, including: \n\nEast Central Development Commission\nMidwest Business Finance Corporation\nEntrepreneur Fund\nInitiative Foundation\nEast Central Energy\n\nAfternoon Program \n1:00–3:00 PM | Concurrent Tracks \nParticipants choose one track and stay with it for the afternoon. \nTrack A: Transactions & Succession Readiness \nRoom A \n1:00–1:50 PM \nHow to Finance an Ownership Transition\nShared Capital; MCCD (pending)\nAn overview of financing options\, capital stacks\, timelines\, and lender expectations for ownership transitions. \n2:00–2:50 PM \nSuccession Planning & Valuations\nElissa Hansen and Zack Filipovich\, Northspan\nHow to assess readiness\, scope feasibility work\, align leadership\, and plan phased transitions — including emergency succession essentials. \nTrack B: Models\, Benefits & Getting Started \nRoom B \n1:00–1:50 PM \nChoosing a Model: ESOPs\, EOTs & Worker‑Owned Co‑ops\nKyla Hansen\, JAK CPA; additional speaker pending\nA realistic comparison of ownership structures\, including costs\, timelines\, pros and cons\, and fit by business type. \n2:00–2:50 PM \nGetting Started & Clearing Up Misconceptions\nChar Vrieze; Kyla Hansen (JAK CPA); Common Trust (pending)\nFirst steps for owners\, governance basics\, tax highlights\, and common myths — including why owners do not have to leave to transition. \nTrack C: Advisor Edge Clinic \nRoom C \n1:00–2:50 PM \nAdvisor Edge: Supporting Ownership Transitions\nDesigned for lenders\, accountants\, attorneys\, and technical assistance providers. \nFacilitators include: \n\nKirsten Kennedy (MN CEO)\nJeff Cairns\, Retired CPA/Attorney (ESOP)\nKathy Lindo\, SBDC / Family Business Advisor\n\nPractical tools\, case examples\, and conversation frameworks advisors can use immediately. \nClosing \n3:00–3:30 PM \nClosing Remarks\, Valuation Winners & Next Steps\nKirsten Kennedy\, MN CEO \nKey takeaways\, next steps\, and wrap‑up. \n👉 RSVP today to save your spot. \nCo‑hosted by MN CEO\, Northspan\, ECRDC\, and SBDC.
URL:https://dawnmn.org/event/built-to-last-business-legacy-ownership-summit/
LOCATION:Braham Event Center\, 655 SW 8th Street\, Braham\, 55006\, United States
ATTACH;FMTTYPE=image/jpeg:https://dawnmn.org/wp-content/uploads/2026/03/BUILT-TO-LAST-Facebook-Cover-scaled.jpg
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