Twin Cities Metro Area


The Twin Cities Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for middle market owners looking to grow, transition, or exit their businesses.


Chapter Purpose: The purpose of the EPI Twin Cities Chapter is to create a forum where the local community of professional advisors can collaborate to address unique needs of the local community; develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful exit of their business; develop, encourage and foster the adoption of best practices for the exit planning profession; and promote the common business interests of those business advisors engaged in the profession of exit planning.


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2017 Twin Cities Metro Area State of Owner Readiness

Recent studies show that 66% of the current American business market is owned by Baby Boomers, who are set to transition over the next zero to ten years. Statistics also show that only 20% – 30% of businesses that go to market actually sell; leaving up to 80% of those without solid options to harvest their wealth and ensure economic continuity into the next generation. An owner who is “ready” with an attractive business greatly increases the odds that the business will survive a transition of hands. The question is, how ready is the local Twin Cities marketplace to succeed?

Download the 2017 Twin Cities Report

Upcoming Virtual Meetings

EPI TCMA Holiday Social & Comedy Interactive Zoom Show

EPI TCMA Holiday Social & Comedy Interactive Zoom Show

Join EPI Twins Cities Metro Area chapter & Don’t Tell Comedy for an evening of virtual music & comedy.

DEC 10, 2020


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Local Leadership




Mark Hegstrom, CEPA, AIF®, CDFA®
Waterfront Financial Group
P: (952) 236-1755

Email Mark

Immediate Past President

Immediate Past President

Julie Keyes, CEPA
P: (763) 350-5563

Email Julie

Vice President

Vice President

Shaun Simma, CPA, CEPA
Simma Flottemesch & Orensein, Ltd.
P: (612) 337-8117

Email Shaun



Dyanne Ross-Hanson, ChFC, CLU, CFP, CEPA
Exit Planning Strategies, LLC
P: (651) 426-0848

Email Dyanne

Chapter Administrator

Chapter Administrator

Jessica Hawthorne
Office Connection
P: (763) 208-9119

Email Jessica

Steering Committee


Meet Committee

Thank You to Our Sponsors


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