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


“The Other Side of COVID”

“The Other Side of COVID”

This will be a panel discussion with Business Owners and how COVID has affected
their businesses. We will discuss how they adjusted and what they have learned.

JAN 12, 2022

Staying On In Management After the Sale

Staying On In Management After the Sale

What happens after the sale? If you are asked to stay on and run the company, what changes in your experience when you no longer have sole control?

FEB 09, 2022

M&A Update: Strategic Buyer vs. Private Equity Buyer

M&A Update: Strategic Buyer vs. Private Equity Buyer

Looking at the acquisition process from initial introduction through closing from the prospective of both a Strategic Buyer and a Private Equity Buyer.

MAR 09, 2022

Women Entrepreneurs Telling Their Ownership Stories

Women Entrepreneurs Telling Their Ownership Stories

Our topic will be on transition planning for women owners with our panel made up for women who have or are in the process of transitioning from their business.

APR 13, 2022

 


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Local Leadership


 

President

President

Mark Hegstrom, CEPA, AIF®,
CDFA®, CPFA
Business Owner Succession Strategies [BOSS]
P: (952) 222-BOSS

Email Mark

Immediate Past President

Immediate Past 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

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

Email Jessica

Steering Committee


 

Meet Committee

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