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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 business owners looking to grow, transition, or exit their businesses.

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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.

UPCOMING CHAPTER EVENTS

The 5 “D’s” of Business Continuation
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In Person

The 5 “D’s” of Business Continuation

June 10, 2026
Summer Networking Social
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In Person

Summer Networking Social

July 8, 2026
Trends in Deal Structuring and Execution; Current Deal Valuation Environment
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In Person

Trends in Deal Structuring and Execution; Current Deal Valuation Environment

August 12, 2026
The Legacy Tech Trap: Why "Black Box" Software Kills Deals (And How To Fix It)
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In Person

The Legacy Tech Trap: Why "Black Box" Software Kills Deals (And How To Fix It)

September 9, 2026
Exit Readiness by Design Preparing for the Inevitable: Aligning Business, Personal & Financial Preparedness
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In Person

Exit Readiness by Design Preparing for the Inevitable: Aligning Business, Personal & Financial Preparedness

October 7, 2026
Exit Planning Case Study Part 2: Closing The Gap Between Value and Vision
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In Person

Exit Planning Case Study Part 2: Closing The Gap Between Value and Vision

November 11, 2026
End of the Year Networking Social
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In Person

End of the Year Networking Social

December 8, 2026
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BECOME A MEMBER

A Chapter Membership with the EPI Twin Cities Chapter gives you access to every event held by the chapter this year. Don’t miss out on any of the topics, speakers, and networking opportunities we have planned!

 

JOIN CHAPTER EMAIL LIST

EPI provides leading advisors the best content in the exit and succession planning industry. Submit your contact information to receive local chapter communications as well as industry trends, new articles, exclusive whitepapers, market research, and training programs.

LOCAL LEADERSHIP

2023 Twin Cities Metro Area State of Owner Readiness™

Recent results show that more than half of Minnesota State of Owner Readiness Survey respondents are 57 years or younger. This statistic is a stark shift from the 2017 Twin Cities Metro Area State of Owner Readiness’s results, which indicated that nearly 60% of owners were baby boomers. In 2023, 94% of surveyed business owners revealed that having a transition strategy was key for their futures and the future of their businesses. With a younger generation of business owners with their eyes on the horizon, Minnesota business owners are uniquely positioned to harvest wealth and build a strong foundation of exit planning knowledge. Dive deeper with key insights from our 2023 report.   

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