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Proudly Presents
The Art of Selling a Business

Thursday, Oct. 27, 2022
5-6:30 p.m.
In-Person or Online via Zoom
7401 Metro Blvd., Edina, MN 55439
160 Conference Room (First Floor)

Please join us in-person or online for a happy hour seminar, where you'll learn all about The Art of Selling a Business. Enjoy drinks and hors d' oeuvres while learning what every business owner needs to know strategically, financially and legally prior to selling
a business.

Hear from our extinguished panel of experts on how to properly prepare to sell your business:

  • Transitions in Business President and Founder Sam Thompson will present critical factors you need to know prior to selling a business, including how to get top dollar for your company as well as how COVID has affected the selling process.
  • Stiles Financial Services President and Founder Susan Stiles will discuss the financial side of getting ready to sell your business and steps you should take in the years leading up to the sale.
  • M&A Attorney Jeffrey Robbins will share tips about the legal aspects of preparing for and the process of selling a business.
Featured Speakers
Sam Thompson, CBI, M&AMI
Transitions In Business
President

Sam Thompson is the president and owner of M&A firm Transitions In Business. He is a Certified Business Intermediary (CBI) and a Mergers and Acquisitions Master Intermediary (M&AMI) who has helped countless business owners successfully sell their company. Sam’s many years of experience help him seamlessly and confidentially guide business owners from the early stages of selling all the way through closing. Prior to becoming a business broker, Sam was a successful CEO and business owner for 29 years before selling his $16 million conference and event management company.
Susan Stiles, CFP®, CHFC®, AIF®, CPFA, MBA
Stiles Financial Services
President & Founder
Susan Stiles is the founder of Stiles Financial Services, Inc., an independent financial consulting firm based in Edina, Minnesota, that emphasizes custom portfolio management and holistic advice solutions. In addition to the wealth advisory practice, the firm specializes in advisory services to retirement and pension plans, providing in part, fiduciary oversight, investment monitoring, and participant financial education. Susan, named a 2021 Top Women in Finance by Finance & Commerce, is a MBA graduate of Cornell University with a concentration in finance and accounting. She also holds a bachelor's degree from the School of Hotel Administration, Cornell University.
Jeffrey Robbins
Avisen
M&A Attorney
For over 35 years, Jeffrey Robbins has represented entrepreneurs who start and grow technology-based enterprises and angel and venture investors who target those companies. Clients seek his assistance in strategic business plan development; entity selection and formation; private and public fundraising (including crowdfunding) and securities law compliance; employment and compensation plans and agreements; and merger and acquisition activities.
This event is co-sponsored by
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Stiles Financial Services is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Stiles Financial Services • 7505 Metro Boulevard, Suite 510, Edina
952.988.0452 • www.stilesfinancial.com