Making Sure the Business Serves the Family –
the Personal Side of Exit Planning


Making Sure the Business Serves the Family – the Personal Side of Exit Planning

Many entrepreneurs and business owners had a “never say die” attitude and focus all of their energy and efforts on running and growing their businesses. Often time they put the needs of the business over their own and their families. This attitude can not only be detrimental to the family in the short-term, but can also hamper the growth and transferability of the business in the long-term. This session is designed to teach business owners how to separate the two balance sheets in their lives and make their businesses serve their financial needs and not the other way around.

Learning Objectives:

  • Learn how to properly identify personal financial needs.
  • Learn how to structure and run a business so that personal needs are met along with the needs of the business.
  • Learn how to de-risk the incredible concentration of wealth that come with business ownership.
  • Learn ways to monetized a business that don’t involve outright liquidation.


Meet the Presenters


Thank you to our sponsoring firms:



This meeting will be held at the MN CPA Center.

Address: 1650 W 82nd St # 600, Bloomington, MN 55431


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

About the Presenters

Susan M. Stiles, CFP®, AIF®, CHFC, CPFA
Daniel Stolfa CFP®, AIF®, JD, LLM

Daniel Stolfa CFP®, AIF®, JD, LLM

Stiles Financial Services, Inc.

View Bio

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