Stacy Heuer

I always strive for accuracy, knowing that getting the numbers right is essential for a smooth operation and timely decision making.

Stacy has more than 15 years of experience in accounting services. She is responsible for tracking and communicating financial information for Platinum Group and its portfolio companies. Her diligence in handling accounts payable, accounts receivable and payroll allows the Platinum partners and members to focus on the business of consulting and servicing clients. Stacy also acts as the CFO of one investment in our equity fund.

Married with two children, Stacy volunteers as treasurer of her son’s Boy Scout Troop.

Contact Stacy:

952.259.3211

Announcements

Events

The Transition Resource Group invites company owners, partners and families in business to learn from a live transition story.

Real Story #5:
An innovative, “out of the box” business transition story

Join us to hear Bruce Baumgarn’s story of how he successfully sold and transitioned from a business in which he had previously invested. Bruce will share the innovative approach he used to get his business ready for sale. Participate in open dialogue with Bruce and other participants. Trusted advisors are welcome accompanied by a client or prospect. Please come and learn from Bruce’s point of view:

  • Why it is important to listen to your Trusted Advisors
  • If one road for selling your business isn’t working, there might be a different approach
  • Timing is everything— the importance of timely action
  • What do you do with your life when you have 70 additional hours a week at your disposal?

The Transition Breakfast Series is hosted by Olympic Hills Golf Club.

$25 in advance, $30 at the door
Please RSVP by Friday, June 8


Transition Resource Group

Who we are: A select group of professionals who have experience with business owners seeking to transition their business.
What we do: Provide a coordinated set of advisory services bringing specialized expertise to company owners that may be needed at some phase of a transition.
How we operate: Some of our services will apply to your situation, others may not. We consult and advise according to your needs. If we see the need, a TR G member will suggest others who may be a good fit for you. It’s always your decision.

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