Running a business means navigating constant challenges, from daily operations to long- term planning. One of the most significant hurdles you will face is preparing for your eventual transition from ownership. Our peer group program is designed for business owners like you, offering a space to share experiences, gain fresh insights, and take meaningful steps toward a future transition.
Unlock the Power of Peer Groups for Your Business Transition
Why Peer Groups?
Many business owners know they should be working on a transition plan but are understandably focused on day-to-day issues. Our peer group offers a structured, supportive environment where you can connect with fellow owners who share the same goal – preparing for a future outside the business. Planning for this isn’t something you have to do alone.
Peer Group Event Themes
A peer group cohort will consist of 10-12 business owners who are committed to attending and building relationships through three in-person events each year and virtual check-ins. Each event is centered around a core theme:
Prepare
Reduce owner dependency, develop talent, build transferrable enterprise value
Protect
Address often overlooked areas like estate plans, wills, buy/sell agreements, family discussions
Prosper
Tackle the emotional aspect of transitioning, focusing on legacy, core values, and personal fulfullment
Tangible Benefits
Shared Wisdom and Accountability
You will be alongside peers facing similar challenges, benefiting from shared wisdom and collective accountability to stay on track
Supportive, Non-Judgmental Environment
Critical tasks can take time to complete, but your peers help support you and together you can prioritize tasks in a collaborative setting
Long- Term Perspective
Transition planning takes time, and peer groups give you the opportunity to prepare yourself separate from advisory or employee conversations
Take the next step in preparing for your future – join our peer group program and gain the confidence and clarity needed for your transition.
Please complete the form below and a member of our team will connect with you shortly.
We may refer you to (a) other FNBO lines of business or affiliates of FNBO, or (b) service providers with an established referral relationship with FNBO. Please note that FNBO may receive a financial benefit if you elect to utilize FNBO, its affiliates or referral partners as part of your Advisor Team; however, individual FNBO Business Owner Advisors are never compensated for referrals.
Our Advisory Services do not contain: (a) an opinion as to business or asset value. Any business value discussed with us or provided to you as part of our Advisory Services are merely an estimate of value, and does not indicate or guarantee the price at which your business or any interest in it can be sold. To determine more accurately the value of your business, we recommend that you engage a certified valuation specialist or certified business appraiser. If we provide an estimate of value to you, it will be a range that is provided to us by our vendors and is subject to the foregoing disclaimers (b) tax, legal, financial planning, insurance, securities or investment advice, sales recommendations or analysis, broker-dealer services, finder/placement services, or securities execution. In providing services to you, we are not acting as a fiduciary, investment advisor, appraiser, or broker/dealer.
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Trust and related services are provided by FNBO, a national bank with trust powers.
Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured.
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Only deposit products are FDIC insured.
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NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE
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Only deposit products are FDIC insured.
Investment Products are: NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE