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The Helm: A lifestyle and finance blog

    • Business Strategy
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    • Why SBTC
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Exit Planning for Minnesota Business Owners: When to Start, What to Get Right, and What Most People Miss Most business owners I talk to know they'll leave their company someday. Very few have done anything to prepare for it. The ones who have usually …
Business Strategy
4/10/26
minnesota small business operator
Entrepreneurship Through Acquisition: How to Buy a Business Instead of Starting One Most people who want to run a company assume they have to build one. There is a second path, and in Minnesota right now it is the more available one: …
Small Business Acquisition
2/6/26
2025 Minnesota Carlson ETA Conference
Minnesota Carlson ETA Insights: Fueling the Next Generation of Local Business Owners Minnesota has thousands of small and mid-sized businesses entering the next decade with questions about succession, leadership, and long-term local …
Business Strategy
11/23/25
Acquiring a company, lessons from Minnesota banker
Navigating Small Business Mergers & Acquisitions: A Strategic Framework Mergers and acquisitions (M&A) remain among the most significant decisions a business owner can undertake. Whether you’re expanding through an …
Business Strategy
2/1/25
Minnesota small business owner looking for a small business loan
Small Business Loans in Minnesota: Comprehensive Financing Solutions for Local Entrepreneurs Securing the right financing can make all the difference when starting or growing a business. Whether you're looking to expand operations, purchase …
SBA & Other Government Loan Programs
1/26/25
Business owner filling out a commercial loan application form with organized documents on a desk.
Comprehensive Commercial Loan Application Checklist: Steps to Approval Feeling overwhelmed by the commercial loan application process? Don’t worry—we’ve got you covered! This step-by-step checklist will help you gather …
Business Strategy
1/20/25
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