Succession Planning

Protecting, planning, and passing on your Woman Owned Business.

Running a small business on a day-to-day basis is challenging enough without finding time for proper long- and short-term planning. However, your business supports so many people and families who depend on its success, especially through unexpected hard times. This educational session will provide a high-level overview of buy-sell agreements, succession planning and identifying and retaining your key employees. Most importantly, you will learn what would happen to your woman owned business status if something were to happen to you! Each of these concepts can be encompassing in and of themselves so where do you start? Join Dr. Joe Zandlo EdD from the Minneapolis Financial Group for ideas, strategies, and questions you should be asking yourself, and your business partners, on protecting what you work so hard every day to build and grow.

Dr. Joe Zandlo

Joe Zandlo

Joe Zandlo EdD is a 20-year veteran of the financial services industry and has worked with the Minneapolis Financial Group and Maura Steblay for 10 years. Their firm provides creative insurance and financial strategies to businesses and individuals and provide consultative advice in addition to the sale of individual products. Joe is a lifelong resident of Minnesota and holds a Series 6, 7, 63 and 65 securities licenses. He graduated with a Bachelor of Science in HVAC Mechanical Engineering from the University of Minnesota and a Masters degree in Finance and Doctorate degree in Organization Development from the University of St Thomas.