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Webinar | A Private Company Board's Role In Preparing For An "Exit"
Wednesday, September 07, 2022, 12:00 PM - 1:00 PM CDT
Category: Minnesota

10:00 AM - 11:00 AM (Pacific)
11:00 AM - 12:00 PM (Mountain)
12:00 PM - 01:00 PM (Central)
01:00 PM - 02:00 PM (Eastern) 


$00   Member Registration Fee
$30   Non-Member Registration Fee


Zoom link will be sent the day before the webinar


Join our panel discussion and get real-life experiences from Board members on their role as a company prepares for a sale. Find out what board members value and how board governance comes into play during the various phases of the sales process. They will also discuss the importance of communication and the types of information most valuable throughout the process.

Thank you to our Event Sponsor!


 Thank you to our National Sponsors!



Lacey Wismer
Founder and Managing Partner
Hunter Search Capital

Lacey Wismer is the founder and Managing Partner of Hunter Search Capital. Previously, Lacey spent ten years managing private equity investments with an emphasis on search funds for Hunter Trust, during which time she made over 50 investments in the search fund space. Lacey is a Co-Founder of Women’s Search Network, a group formed to encourage more women to consider entrepreneurship through acquisition as a viable career path and to support female searchers and CEOs achieve the highest levels of success. 

Prior to joining Hunter Trust in 2009, Lacey was a healthcare investment banker at Deutsche Bank with an emphasis on M&A in healthcare services. She was also a consultant for the Center for Entrepreneurial Studies at the Stanford Graduate School of Business (GSB). Before attending business school, Lacey worked in corporate sales and athlete management for a sports management firm. 

Lacey received a B.A. with Honors from the University of Colorado in 1999 and an M.B.A. from the Stanford GSB in 2004. Lacey has held various board roles for non-profits, including currently as a Private Equity Committee Member for the Stanford Business School Trust Board and an ongoing Alumni Admissions Interviewer for Stanford University. She resides with her husband and their three children in Park City, Utah.  


Patrick McGuiness

Patrick McGuiness is an attorney, director, and army reserve officer. His law firm assists small to medium sized businesses with a variety of legal needs, including mergers, and succession planning.  Patrick serves on the boards of directors for Minnesota Lawyers' Mutual Insurance Company, Hiway Credit Union, and the Minnesota Nursery and Landscape Association. He is also an officer in the U.S. Army Reserve and is currently an assistant professor in the law department at the U.S. Military Academy at West Point. 


Jennifer Johnson
SVP, Finance & Operations

As SVP of Finance and Operations at Capmation, Jennifer provides strategies for expansion and growth and develops policies and procedures that improve internal and external experiences and create deeper relationships with employees and clients.

With 23 years of accounting, finance and operations experience in the IT field, Jennifer draws on her distinct analytical and communication skills to build strong cultures, efficient processes and sound strategies that help partners modernize, integrate, innovate and automate through technology. She has a track record of helping organizations achieve record profits, revenues and stock growth.

Throughout her career, Jennifer facilitated more than 50 buy-side acquisitions as the CFO and EVP of Acquisitions and Integration at Marco.  As the CFO and board member, she helped facilitate the sale of Marco to a private equity firm in 2015 beginning with response to a solicitation through closing of the transaction.  Jennifer also sat on the board and was a transaction committee member for a large ESOP company that sold in 2021.

Jennifer has achieved many honors including Central Minnesota's "5 Under 40" by Times Media, Finance & Commerce's Top Women in Finance, and Minneapolis St Paul Business Journal's CFO of the Year (Medium Private Company). 

Jennifer has a Bachelor’s degree in accounting from St. Cloud State University and was a Certified Public Accountant. 



Julie Keyes
Exit Planning Consultant
KeyeStrategies, LLC


Julie Keyes is a Certified Exit Planning Advisor (CEPA) the founder of KeyeStrategies, LLC in Minneapolis, MN specializing in exit and transition consulting for owners of lower and middle market companies. Julie has been an entrepreneur most of her life. As the founder and operator of several companies, she understands what keeps owners up at night.

She works with business owners who seek to understand and maximize their exit and critical transition options. She is actively involved with the Exit Planning Institute, as a faculty member and regular content contributor, and winner of EPI’s “Thought Leader of Year” in 2017 and 2022.

She is also on faculty for Hoopis Performance Network and a Speaker Network member. Her speaking engagements for financial services and entrepreneurial organizations have included NAIFA, WIFS, FPA, NAWBO, Merrill, UBS, LIMRA, Lincoln Financial Services, Principal Financial Group and Frost Bank 

Julie recently released the 2nd Edition of “Poised for Exit” a book which helps owners of privately held companies navigate the process of business exit. Her weekly podcast, also called “Poised for Exit”, provides content relevant to business owners and advisors alike, and can be found on all major podcast platforms.

She also produced an online course specifically to help advisers educate their clients on prospects on the process of Exit Planning called “Business Transition Readiness”.

On a personal note, Julie and her husband Shaun have 8 children and 10 grandchildren, so when she’s not working, she’s spending time with them doing something fun active and outdoors.

You can reach her at: [email protected] or 763-350-5563

Websites: https://keyestrategies.com/ and  https://www.poisedforexit.com/