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University of Minnesota Extension
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Is your business ready for success(ion)? | spring 2025

Event information

Date

Add to Calendar 2025-04-03 08:30:00 2025-05-02 10:30:00 Is your business ready for success(ion)? | spring 2025 Whether your exit is three years or three decades away, every business owner needs an exit strategy. If your business doesn’t transfer, what will happen to the customers, employees, and other people who rely on your business? Keep your business on track – and prepare your legacy – by taking Extension's online course. The five-week course will guide you through a planning process to plan for your transition.Who: Business owners who want to be prepared to transition when the time is right – whether that timing is expected or unexpected.What: A discreet and confidential online course designed for business owners to understand all their options and create a formal, comprehensive, and strategic succession plan. Participants will receive a non-certified, approximate estimate of business value.When: Weekly 1.5-hour Zoom sessions over five weeks — Thursdays, April 3 to May 2 from 8:30–10:30 a.m. The first week is a reading/prep week with no scheduled class. A couple sessions will be at a different time; we will find a time that works for all and record all sessions in case you have to miss one.How: Professional instructors and coaches, curated materials, small group breakouts, and learning with other business owners.Why: Success does not happen without a plan.Most importantly, you will create your succession and transition plan. If you desire outside professional assistance, this course will help you find it.Session designLive weekly Zoom sessionsMaterials accessed onlineIndependent activitiesThe class materials become available on March 27 and live sessions start a week later. We will record the 90-minute sessions in case you have to miss one. InstructorsThis course will be led by Lori Moen from VisionOne High Performance Group and Becca Leys/Michael Darger from the University of Minnesota Extension. Lori is a former business owner and a Certified Exit Planning Advisor (Exit Planning Institute). Becca and Michael are University of Minnesota Extension educators who provide education and research on business succession and transition across Minnesota. This course is created and operated in a partnership between Extension and VisionOne. America/Chicago public

Time

Central time

Location

Online course

Contact

Michael Darger, University of Minnesota Extension
Business retention and expansion program lead
[email protected] or 612-625-6246

Whether your exit is three years or three decades away, every business owner needs an exit strategy. If your business doesn’t transfer, what will happen to the customers, employees, and other people who rely on your business? Keep your business on track – and prepare your legacy – by taking Extension's online course. 

The five-week course will guide you through a planning process to plan for your transition.

  • Who: Business owners who want to be prepared to transition when the time is right – whether that timing is expected or unexpected.
  • What: A discreet and confidential online course designed for business owners to understand all their options and create a formal, comprehensive, and strategic succession plan. Participants will receive a non-certified, approximate estimate of business value.
  • When: Weekly 1.5-hour Zoom sessions over five weeks — Thursdays, April 3 to May 2 from 8:30–10:30 a.m. The first week is a reading/prep week with no scheduled class. A couple sessions will be at a different time; we will find a time that works for all and record all sessions in case you have to miss one.
  • How: Professional instructors and coaches, curated materials, small group breakouts, and learning with other business owners.
  • Why: Success does not happen without a plan.

Most importantly, you will create your succession and transition plan. If you desire outside professional assistance, this course will help you find it.

Session design

  • Live weekly Zoom sessions
  • Materials accessed online
  • Independent activities

The class materials become available on March 27 and live sessions start a week later. We will record the 90-minute sessions in case you have to miss one. 

Instructors

This course will be led by Lori Moen from VisionOne High Performance Group and Becca Leys/Michael Darger from the University of Minnesota Extension. Lori is a former business owner and a Certified Exit Planning Advisor (Exit Planning Institute). Becca and Michael are University of Minnesota Extension educators who provide education and research on business succession and transition across Minnesota. This course is created and operated in a partnership between Extension and VisionOne.

Audience

The course is intended for business owners and other people affiliated with the business, including co-owners, managers, key employees and family members.

Costs

  • $850— Early-bird rate (before Thursday, 3/6/2025)
  • $995 — Regular rate (starting Friday, 3/7/2025)

One business may register up to five people to participate. All participants need to enroll individually to gain access to course materials.

Registration

Register by Friday, March 21, 2025


Accommodations

University of Minnesota Extension is committed to providing equal opportunity for participation in all programs, services and activities. To request accommodations for persons with disabilities, reach out to the event contact two weeks before the start of the event. Requests received after this date will be honored whenever possible.

Language

This offering is delivered in English. Interpreter services may be available with an advance request.

Learn more about Extension's business succession and transition course.

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