A One-Page Strategic Plan to Optimize
Exit Strategies and Options


A One-Page Strategic Plan to Optimize Exit Strategies and Options

What’s your vision for exit? To be able to sell for the maximum amount of money and fund your retirement? Leave a lasting legacy for your employees? The continuation of a successful family business heritage?

No matter your end game, you can get there by focusing that vision into a One-Page Strategic Plan. The important next steps include holding you and your team accountable to the successful execution of that plan to guarantee your vision is achieved.

Learning Objectives:

  • Envisioning strategic exits
  • Refining a succinct plan to get to the exit
  • Coaching execution and accountability to the plan
  • Ensuring the people on your team are on “on the same page” and capable of taking over during and after your exit


Meet the Presenter:

Hear from industry expert Glen Dall, Apex North Coaching, about exit strategies and options.

Meet the Presenter


Thank you to our sponsoring firms:


This meeting will be held at the CPA Educational Center.

Address: 1650 West 82nd Street, Suite 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 www.EPITwinCities.org.

About the Presenter

Glen Dall

Glen Dall

Apex North Coaching


Meet Glen Dall.

Glen has enjoyed success as a sales executive, a Senior VP, COO, President, public company CEO, and start-up entrepreneur. And now as a Business Coach he is dedicating his vocation to helping others find the point of light that is the path out of frustration. A way to grow your business, achieve your vision, and find more happiness in your life. It’s a proven process and it has been used by thousands of businesses worldwide to grow and scale.

Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® Credit (pending approval)

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.