UPSIZE RESOURCE DIRECTORY

Commercial Photographer

Tom Dunn Photography

651-368-2047 www.tomdunnphoto.com

Tom Dunn tom@tomdunnphoto.com

Tom is a commercial photographer who has been helping businesses tell their unique story with photographs for websites and marketing materials since 2006. Tom works closely with his clients to understand their business and branding strategy and creates images that support their mission and success.

Exit Strategies

Exit Planning Institute

Twin Cities Metro Area chapter 763-208-9119 exit-planning-institute.org

Jessica Hawthorne, Administrator admin@e-officeconnection.com

Through the Certified Exit Planning Advisor (CEPA) credential, the Exit Planning Institute provides professional advisors with the content, tools, and training needed to gain more access to business owners, strengthen relationships, and become the most valued advisor.

HR Solutions for Small Business

Attracting and retaining the right people will fuel your growth Take the guesswork and headache out of the people side of your business with help from Optima HR Solutions

From people strategies to operations and tactics we work along side you as an extension of your team Take the HR hat off your head and let us help you win with better results through people

Exit Strategies

Exit Planning Strategies, LLC

p. 651 426 0848 — www.exitplanstrategies.com

Dyanne Ross-Hanson: President e. drh@exitplanstrategies.com

Exit Planning Strategies, LLC, a firm dedicated to offering business owners objective, fee based, financial consulting in the development of intentional ownership transition plans. We direct an inter-disciplinary process to explore planning options, map realistic exit strategies and to develop an Action Checklist, to accomplish an owner’s unique objectives.

Law Firm

Bassford Remele

100 South 5th Street, Suite 1500 Minneapolis, MN 55402 www.bassford.com

612.333.3000

Bassford Remele is in the business of meeting legal challenges. Our trial lawyers solve disputes for corporate clients in Minnesota and across the nation and we have a depth of experience in many industry areas. When businesses seek solutions, from the conference room to the courtroom, they seek Bassford Remele.

Leadership Development

Prouty Project

6385 Old Shady Oak Road, Suite 260 Eden Prairie, MN 55344 952.942.2922 | www.proutyproject.com

Kari Baltzer | stretch@proutyproject.com

Our leadership development engagements and cohort-based leadership programs – Prouty L3 and Prouty i•will – link behavior to team performance in your workplace through the lenses of Leading Self, Leading Others and Leading the Business. We focus on STRETCHing participants to lead business within internal and international divisions. Give us a call or stop by.

MERGERS & ACQUISITIONS

Lingate Financial Group

7575 Golden Valley Road, Suite 100 Minneapolis, MN 55427 763-546-8201 www.Lingate.com

Greg Loeschke — Managing Principal

Founded in 1945, Lingate Financial Group is a leading provider of lower middle market merger & acquisition advisory services, representing privately held businesses of all types with revenues of $5 – 50 million. Lingate helps business owners with marketbased valuations, business sales, mergers, acquisitions, recapitalizations, and internal transitions among family members, partners and management.

MERGERS & ACQUISITIONS

True North M&A

Lisa Meyer, lmeyer@sunbeltmidwest.com; 612-361-4918

Peggy DeMuse, pdemuse@tnma.com; 651-288-1627; www.tnma.com

We help business owners achieve their exit goals. True North Mergers and Acquisitions serves companies with $5 million to $150 million in revenue and their strategic advisors. We specialize in business owner exits, business valuations, and acquisition services in the lower middle market. If you are considering exiting your company, contact our team today.

Peer Group

Coalition9

PO Box 834

Lester Prairie, MN 55354-7832 www.coalition9.com

Aaron Eggert | aaron@coalition9.com w: optimaadvisoryllc com p: 612 547 5759 e: sschad@optimaadvisoryllc com www.upsizemag.com

Leadership is lonely. We build your tribe. Coalition9 memberships provide peer advisory groups with an emphasis on personal and professional growth. As a member, you will experience interactive learning while connecting to the resources and people that will help you be your best. Our vision: Changing business nine leaders at a time™