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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

Exit Planning Case Study Part 1: Engaging Business Owners with Purpose
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In Person

Exit Planning Case Study Part 1: Engaging Business Owners with Purpose

January 14, 2026
Mergers & Acquisitions: Current Market Trends and Advisor Implications
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In Person

Mergers & Acquisitions: Current Market Trends and Advisor Implications

February 11, 2026
Key Employee Incentive Plans That Support Succession and Exit: Equity, Cash, and Hybrid Strategies! Joint Meeting with Midwest Business Brokers & Intermediaries (MBBI) - MN
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In Person

Key Employee Incentive Plans That Support Succession and Exit: Equity, Cash, and Hybrid Strategies! Joint Meeting with Midwest Business Brokers & Intermediaries (MBBI) - MN

March 10, 2026
From Owner-Driven to Buyer-Ready: The Proven Path to a Self-Sustaining Sales Engine
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In Person

From Owner-Driven to Buyer-Ready: The Proven Path to a Self-Sustaining Sales Engine

April 8, 2026
Valuation First: The Anchor of Exit Planning and Value Acceleration
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In Person

Valuation First: The Anchor of Exit Planning and Value Acceleration

May 13, 2026
The 5 “D’s” of Business Continuation
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In Person

The 5 “D’s” of Business Continuation

June 10, 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!

 

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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.   

MEMBER DIRECTORY

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