Business Succession: Quality of Earnings, Wealth & Life

November 1, 2017 | 7:30 – 11:00 a.m.
Edina Country Club
5100 Wooddale Ave, Edina, MN 55424
Cost: $95


Click here to register today!

Planning your business exit strategy and retirement can be daunting tasks. Is your business exit strategy going to work to your best advantage? Do you have enough money to retire and live the life you imagined? What will your life look like after leaving your business? Join us for breakfast and learn how the quality of your earnings, wealth and life all play into these important decisions to give you the future you envision.


7:30 a.m. – Breakfast & Networking


7:55 a.m. – Welcome

Steven Behrns, Managing Partner of Boulay


8:00 a.m. – Business Succession: When Life Suddenly Changes

Brooke Lee, CEO of Anchor Paper
Eugene Marier, President and CFO of Anchor Paper

Anchor Paper’s owner planned to transition the business within the family. They thought they had plenty of time, but sadly, they didn’t get the timeline they planned for when the CEO and majority owner suddenly became ill and passed away. Listen to Brooke Lee (CEO and owner) and Eugene Marier (President and CFO) share their experience and how they worked to quickly transition the business, serve their customers and keep running during an emotional and challenging time.


8:45 a.m. – Panel: Quality of Earnings: Understanding Your Business's Profitability

David Latzke, Managing Director at Cherry Tree & Associates
Girish Pashilkar, Managing Partner at Finrock Growth Partners
Matt Grossman, Principal at Convergent Capital
Moderator: Ronald K. Overson, Partner at Boulay

When it comes to selling all or part of your business as an exit strategy, you better understand the game. Listen to private equity, search fund and capital investment experts discuss the characteristics they look for in a smart investment and what the due diligence process discovers when it comes to the quality of your business’s earnings.


9:15 a.m. – Break


9:30 a.m. – Quality of Wealth: Now That You Have Your “Number”, Is it Enough to Get You “There”?

Jon J. Melander, Partner at Boulay

The most common financial objective for business owners is securing and providing income for retirement. Being able to visualize current projections and the impact different actions or plan changes have on your overall retirement, helps you make decisions related to your succession plan. Jon will walk you through real-life transition cases, telling a retirement story and how tools and resources can help you.


10:00 a.m. – Quality of Life: Will a “Portfolio Life” Become Your Second Half Story?

George Dow, George Dow Consulting

What is ahead after a significant shift in your working identity? Could a “portfolio life” become your second half story? George Dow's presentation will focus on how we can reshape our personal, professional and community lives in our second half. Read George’s blog to learn more details on the five portfolio life elements he will discuss.


10:45 a.m. – Closing Remarks

Thomas B. Johnson, Tax Partner at Boulay



Anchor Paper Co.
Anchor Paper Co. in Saint Paul, MN, is a distributor of fine paper from the world's greatest mills. They pride themselves on their personal service, knowledge of the industry and dedication to the highest standards. They have worked hard to develop a good name, but want you to know that they're more than just paper.


Ronald K. Overson, CPA | Audit Partner at Boulay
Ron has over 30 years of experience in audit and management consulting, and works with clients in a number of industries including distribution, professional services, manufacturing, construction and non-profit organizations. He specializes in the due diligence and structure aspects of mergers and acquisitions and has experience in providing these services to private equity, search fund, corporate and individual buyers. Ron is a graduate from Concordia College in Moorhead, Minnesota.


Jon J. Melander, AIF®, CFP®, CIMA® | Wealth Management Partner at Boulay
With more than 19 years of wealth management and planning experience, Jon offers his clients a unique blend of experience and industry professionalism. He is a former National Football League player with the Patriots, Bengals and Broncos, as well as a former University of Minnesota Gopher football player. He is a current member of the Eden Prairie AM Rotary Club and a past president and past assistant district governor when he was a member of the Minnetonka Rotary Club.


George Dow | George Dow Consulting
After 21 years as an executive career transition consultant at Right Management, George Dow started his solo practice in 2010. Since 1989, George has helped over 1,500 senior executives and business owners improve their career transition effectiveness, ensure “fit” in their future direction, and review and help shape the strategic alignment of their chosen path. He helps his clients through assessments, identification of options, and coaching to achieve their desired outcomes, both professionally and personally.


Click here to register today!

Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron Ohio 44333-2431* 1-800-765-5201

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc. Prime Global is not affiliated with ValMark Securities, Inc. and ValMark Advisers, Inc.