Michael Darger's
Resources & Research
Business Retention & Expansion (BRE)
Business Succession & Transition (BST)
Michael Darger
New Items
How well are Business Owners prepared for succession & transition? Survey results, N=286 responses. z.umn.edu/BSTresults. 2023
A recorded webinar on BST. "How Ready are Owners for Business Succession and Transition". 7-2024
BST playlist - short videos (2-3 minutes) on business succession & transition topics (2022-2024)
Independent Learning Option for BRE. A self-guided course available here: z.umn.edu/BREDIY. 7-2022
Is your business ready for success(ion)? an online course for small business owners to plan the succession and transition of their biz. z.umn.edu/BSTclass. 2025
BRE video playlist - ten videos showing the whys, whats and hows of BRE. 2022
Business Retention + Transition resources
1. The Connecting Businesses and Community program is our flagship program (formerly the Business Retention & Expansion Strategies Program). See our catalog for a full description of this program and other resources. https://z.umn.edu/BREcatalog.
2. Business Succession/Transition. z.umn.edu/BizSuccession. Here's a 1-pager with Minnesota resources for biz transition
3. Extension's Business Retention home page - z.umn.edu/BREhome
The 3-step https://z.umn.edu/BREflowchart
(See Free Resources section below)
Extension Specialist, Community Economics
Business Retention & Expansion & Business Succession & Transition
Extension Professor
University of Minnesota Extension Department of Community Development
Email: darger@umn.edu
Phone: 612-625-6246
or contact Extension Educators
John Bennett
jbennett@umn.edu or 218-726-6471 or
Eric King
kingx953@umn.edu or 612-626-8762
or contact
Colleagues on the UMN Community Economics regional educator team
The Extension Community Economics team (10-2021)
Videos
New playlists on BST and BRE were created in 2022-23 and keep growing.
How to conduct an effective BRE visit for relationship building and capturing good data.
What's more important in BRE professional practice, relationships or data? https://mediaspace.umn.edu/media/t/1_vc9d6lzl
What to look for in the UMN BRE course https://mediaspace.umn.edu/media/t/0_pxnhr6l9
Resources for Business Retention + Business Succession
Webinars for our Business Retention community of practice. z.umn.edu/brewebinars.
Benchmarked BRE data. 25 years of survey data aggregated at the community level. z.umn.edu/BREbenchmarks
Recent examples of BRE and other applied research reports by Community Economics team at UMN Extension. z.umn.edu/brereports (scroll down to look for regions that have a "Retaining Businesses" link.
Historical examples of BRE reports and also surveys, instruction manuals, case studies, etc. z.umn.edu/BREexamples (100+ examples here)
Sample questions for BRE interview guides & surveys. z.umn.edu/BREquestionbank
Videos of community BREs and how to visit businesses effectively. z.umn.edu/BREvideos for the example videos. Scroll down to Videos.
Sample interview guide (survey instrument) from UMN Extension's program. z.umn.edu/BreInterviewGuide. 2018 example. Tip: download the document in Microsoft Word. Please give attribution to the University of Minnesota Extension if using it in whole or in part. Thanks.
Research & Publications
Retaining Rural Business through Employee Ownership. (2020). Information and research on business conversions to employee cooperatives. z.umn.edu/SellingtoWorkers
Enticing Businesses to Stay. The Importance of BRE in terms of Minnesota jobs (2019). Includes stories: Barnesville and Cottage Grove craft the local Business Retention and Expansion playbook. Minnesota Economic Trends (a DEED publication).
New book on BRE - https://www.routledge.com/Business-Retention-and-Expansion-BRE-A-Practical-Approach-to-Economic/Darger-Barefield-Hales/p/book/9780367173616 edited by Darger, Barefield and Hales. See "collection of special research on BRE" below.
Professional Practice of BRE - Research Findings from Interviews with Economic Development Officials (EDOs) in Minnesota (2018)
A collection of special research on BRE (2017) - Special Issue 48:2 of Community Development - Journal of the Community Development Society
Introductory article - Business Retention & Expansion Today
Lessons Learned from a Generation of Community-Driven Business Retention & Expansion Programming (UMN's BRE story)
Obtaining manufacturers’ perspectives in making regional transportation decisions
The silver tsunami and rural small business retention: What can communities do?
Using Focus Groups for BRE (2014). See: https://ageconsearch.umn.edu/record/183432?ln=en
Evaluating BRE with Ripple Effect Mapping (2014). Journal of Extension.
Community Organizing Applied to the BRE Process (from an unpublished evaluation of Extension's BR&E Strategies program by Linda Bosma, Ph.D.)
Other Extension Community Economics Programs
https://extension.umn.edu/node/1536 UMN Extension's community economics homepage
Workforce Research