Twin Cities Metro Area

CHAPTER

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 Chapter Events


Team Collaboration: Twin Cities Discussion

Team Collaboration: Twin Cities Discussion

Finding members of your team is not the hard part, it’s defining a proven process and following it through.

JUN 14, 2018

Making Sure the Business Serves the Family

Making Sure the Business Serves the Family

This session is designed to teach business owners how to separate the two balance sheets in their lives.

AUG 09, 2018

Growth by Acquisition

Growth by Acquisition

Sometimes growing your business organically is not enough. Attend this event and learn how to decide what kind of business to acquire in order to increase overall value.

SEP 13, 2018

 


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Local Leadership


 

President

President

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

Email Julie

Vice President

Vice President

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

Email Shaun

Secretary

Secretary

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

Email Dyanne

Chapter Administrator

Chapter Administrator

Bonnie Stanley
Office Connection
P: (763) 208-9119

Email Bonnie

Thank You to Our Sponsors


 

Reinvent yourself in 2018 with exit planning.