UPSIZE RESOURCE DIRECTORY PUBLIC RELATIONS
TRANSITION PLANNING
WEALTH MANAGEMENT
Bellmont Partners
KeyeStrategies
JNBA Financial Advisors
3300 Edinborough Way, Suite 700 Edina, MN 55435 Brian Bellmont, President 612-255-1111, info@bellmontpartners.com www.bellmontpartners.com
Minneapolis, MN Keyestrategies.com 763-350-5563 Julie Keyes, Founder/CEPA
8500 Normandale Lake Blvd., Suite 450 Minneapolis, MN 55437 952.844.0995 www.jnba.com Cärin Viertel, Director of Client Services
Bellmont Partners helps growth-focused Minnesota organizations solve complex challenges. Our experienced communications strategists generate results that build brands, drive engagement and support business objectives.
“KeyeStrategies LLC advises business owners in Transition and Exit Planning. Julie Keyes is both a Certified Exit Planning Adviser (CEPA) and Value Growth Adviser. She is also a faculty member for the Exit Planning Institute’s Global organization and President of its local Chapter.”
VENTURE VENTURE CAPITAL CAPITAL
Being a small business we understand the needs of small business owners. And with 40+ years of experience in providing conflict-free advice, our proactive and integrated approach allows our multi-generational teams to put clients first when delivering customized financial life planning and investment strategies to help maximize their resources.
WORKPLACE WELLBEING
SALES DEVELOPMENT Minnesota Sales Institute
Brimacomb Brimacomb ++ Associates Associates
R3 Continuum
301 – 4th Avenue South, Suite 272 Minneapolis, MN 55415 (612) 789-5700 www.mnsales.com Contact: Scott Plum, Founder
TCF TCFTower, Tower,Suite Suite#1600, #1600, 121 121South SouthEighth EighthSt., St.,Minneapolis, Minneapolis,MN MN55402 55402 612-803-3169 612-803-3169**www.brimacomb.com www.brimacomb.com Rick RickBrimacomb, Brimacomb,rick@brimacomb.com rick@brimacomb.com Chief ChiefStrategy Strategyand andRelationship RelationshipOfficer Officer
7825 Washington Ave. S., Suite 500 Bloomington, MN 55439 R3c.com 866-927-0184 toll free
Minnesota Sales Institute works with business owners, CEO’s and salespeople who are committed to learn, grow and change their selling skills and process to adapt to the current marketplace. We offer full and half day, interactive workshops; onsite classes; individual coaching and executive consulting.
Results-oriented Results-orientedadvisory advisoryfirm firmwith withunparalleled unparalleled access accessto toexecutive executivesuites suitesand andfinancing financingsources. sources. Emerging Emergingcompanies companiesand andestablished establishedprofessional professional services servicesfirms firmsrely relyon onour ourdepth depthof ofknowledge knowledge and anddeep-network deep-networkconnections connectionsto togrow growclient client lists, lists,assemble assembleproject projectresources resourcesand andsecure securenew new sources sourcesof offunding. funding.
R3 Continuum (R3c) is a global leader in workplace behavioral health, crisis, and security solutions. We help enhance workplace behavioral health and performance, speed recovery from disruption, and maintain safety and security on all levels, with our best-practice, human-centered, and technology-enabled continuum of solutions.
SBA LENDER
21st Century Bank 2335 Highway 36 W Suite 202 Roseville, MN 55113 612-372-2178 • www.21stcb.com At 21st Century Bank, we know what it takes for businesses to survive, grow, and prosper in today’s market. For over 100 years, we have been your community partner. A family-owned bank, with expertise in all SBA and conventional lending programs covering all stages of your business. We tailor solutions that respond to your unique business and banking needs.
STRATEGIC PLANNING
Prouty Project 6385 Old Shady Oak Road, Suite 260 Eden Prairie, MN 55344 952.942.2922 | www.proutyproject.com Kari Baltzer | stretch@proutyproject.com We start with a blank sheet of paper to elevate your clarity on vision and purpose, create alignment in your strategy to achieve your vision and gain commitment to execute. What are your “market, product/ service, people, and financial” strategies over the next 1-5 years? Can you articulate your strategic plan on one page? Join us in our Creative Think Tank to stretch your thinking and ignite your creativity.
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UPSIZE NOVEMBER • DECEMBER 2023
GROW OR DIE Move your business forward with investment capital generation, deep-level network connections and strategic refinement consultation from Brimacomb and Associates. We partner with emerging companies and professional services firms to offer unparalleled access to professional resources, executive suites and financing sources.
Small Business Loans Our SBA Preferred Lender Status allows us to fund your loan fast! Buy: Purchase of owner occupied commercial real estate, business acquisition, or equipment. Build: Building renovation or leasehold improvement. Expand: Starting or growing a business.
952-830-7226 ann.franklin@scale.bank www.brimacomb.com 612.803.3169 • rick@brimacomb.com ADVERTISING SECTION
www.upsizemag.com
