A Business Owner Thought-Sharing Workshop


A Business Owner
Thought-Sharing Workshop

Join us for an exclusive owners event to learn by sharing transition experiences and concerns. In addition to insight from Business School thought leaders and from a panel of owners who have gone through the transition process, the Workshop includes two hour-long break-out sessions that will each offer three discussion areas from which you can choose. 

Topics to be explored include: 

  • Readying your business for life after you 
  • Readying yourself for life after business 
  • Understanding business sale alternatives 
  • Addressing the broader family considerations in 
  • next generation transfers 
  • And much, much more 

The Workshop will be capped off by a keynote lunch speaker. More information will be posted as specifics are finalized. Breakfast, lunch and parking included. 


About EPI Local Chapters

EPI Chapters bring together a local community of professional advisors to collaborate, address unique needs and topics, develop best practices, build awareness, experience valuable professional continuing education, and build their COI network with like-minded individuals within the exit planning industry and related professions. Whether you are a CEPA member of EPI or not, all are welcome to attend.  Join the next local chapter meeting or event in your area.

This meeting will be held at the Carlson School of Management | University of Minnesota.

Address: 321 19th Ave S Minneapolis, MN 55455


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPITwinCities.org.

Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.