When it comes to long-term business success, many entrepreneurs focus on growth, operations, and scaling—but often overlook one critical piece of the puzzle: how to exit. For Robin Edgar, Owner of Wealth Progression Group, this oversight represents both a risk and an opportunity. With over three decades of experience as a wealth strategist, Robin is passionate about helping business owners understand that planning for the end is just as important as planning for the beginning.
On Wednesday, June 25 from 3:00 to 6:00 PM, Robin is hosting a unique, no-cost event titled “Future-Proof Exit Strategies & 100-Proof Old Fashioneds” at The Metropolitan in Golden Valley. This event is designed to equip business owners with essential knowledge and tools to navigate the complexities of succession planning, mergers and acquisitions, and capital gains tax strategies. It is an educational, actionable, and highly collaborative event that is relevant to business owners at every stage of their journey—from startup to legacy planning.
From Trusted Advisor to Business Advocate
Robin’s journey into wealth strategy began 35 years ago, thanks to the encouragement of a mentor 
who saw potential in her. Since then, she has built a career defined by client trust, clarity, and a results-driven approach.
“What keeps me passionate about this work is the confidence and peace of mind it brings to my clients,” Robin shared. “Knowing that they have a plan in place—knowing their families, businesses, and futures are protected—that’s what matters to me.”
Robin's work is about more than the numbers, it's about ensuring clients have the support and knowledge they need to face transitions with confidence. This upcoming event is an extension of that mission, built to demystify the exit process and offer practical, strategic insights to help business owners avoid common pitfalls.
A Team Approach to Planning
One of the most powerful elements of this event is the panel of seasoned professionals that Robin has assembled. Attendees will hear from experts in Mergers and Acquisitions, tax law, business succession, and estate planning—all with extensive experience in helping business owners’ transition smoothly. From CPAs and attorneys to wealth strategists and product sponsors, the event offers a 360-degree view of the exit landscape.
“These are people I know and trust,” Robin explained. “They are committed to putting the client's best interest first, and they are not afraid to say when a referral needs to be made with another industry expert. That’s what a true trusted advisor team does—they surround themselves with good talent, work collaboratively, and provide honest, and informed guidance.”
The Cost of Waiting
One of the biggest risks a business owner faces is waiting too long to start planning. Life is unpredictable, and without a clear exit strategy in place, the consequences of an unexpected change can be severe—for employees, customers, business partners, and family members.
“We’re all one doctor’s appointment away from having a completely different outlook on life,” Robin said. “And if a business owner isn’t prepared, the ripple effects can be devastating. That’s why this event is so important. It’s about helping people prepare before they need to.”
Robin emphasized that while the event is essential for business owners nearing retirement or actively considering a sale, it is equally valuable for newer business owners. “It’s never too early to start planning. If you’re building a business, you should also be building a plan for your eventual exit. Even if that’s 10 or 20 years down the road, the decisions you make now can have a huge impact on your future valuation and tax burden.”
Strategies that Go Beyond the Basics
One of the major focuses of the event will be capital gains tax mitigation—a topic that is often overlooked but can significantly affect the outcome of a sale. Robin and her panel will provide insights on different ways to structure a sale, such as installment payments, and introduce financial products and investment options designed to reduce or eliminate tax exposure.
“These are strategies many advisors don’t even know about, let alone offer,” Robin said. “We want attendees to walk away with a deeper understanding of what’s possible and to feel empowered to take the next step with clarity.”
Product sponsors will be available throughout the event to provide additional information and one-on-one conversations, though they will not be presenting formally. Their role is to be a resource for attendees interested in learning more about tax-efficient exit options.
Who Should Attend?
According to Robin, this event is ideal for any business owner—regardless of size or stage—who wants to understand what it really takes to exit successfully. She strongly encourages spouses and family members to attend as well.
“Even if a spouse has not been involved in the day-to-day operations of the business, they will be a key part of the transition,” she said. “Once the business is sold, your lifestyle changes. Your routine changes. Your relationships change. We want to help people plan not just for the sale—but for what comes after.”
Robin has seen many deals fall apart at the last minute because business owners were not emotionally
or mentally prepared to let go. “It’s not just about the numbers. It’s about knowing what your life will look like post-sale. Buyers want to know that too. If a seller isn’t sure what comes next, they can unintentionally derail the process. That’s why confidence and clarity are at the heart of everything we do.”
What Attendees Will Gain
And perhaps most importantly, a renewed sense of direction and preparedness—whether they’re planning for an exit five months from now or five years into the future.
Event Details:
Event Title: Future-Proof Exit Strategies & 100-Proof Old Fashioneds
Date: Wednesday, June 25, 2025
Time: 3:00 PM – 6:00 PM
Location: The Metropolitan, Golden Valley
Cost: Free to attend
Registration: Visit www.robinedgar.net/exit
Contact: info@wealthprogressiongroup.com | 641-216-6719
Robin Edgar and the Wealth Progression Group are proud to host this event in support of business owners across the region. Whether you're at the start of your entrepreneurial journey or preparing for your next chapter, this event offers clarity, expert guidance, and the confidence to move forward.
For more information or to register, visit www.robinedgar.net/exit.
