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The Helm: A lifestyle and finance blog

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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
6 Reasons Why Investing in a Franchise Makes a Great M&A Strategy If you are looking for financial freedom without being an industry disruptor, investing in a franchise might make a great M&A strategy for you. …
Business Strategy
5/25/23
Your Due Diligence Checklist for Small Business Acquisitions Acquiring a small business is not as easy as 1,2,3 and the swipe of a credit card. Aside from the business skills and personality traits, acquisition …
Business Strategy
4/5/23
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