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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.

Twin Cities Metro Area - Full Color

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

Human-Centric AI for Exit Planning
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In Person

Human-Centric AI for Exit Planning

January 8, 2025
Exit Planning Case Study Part 1: Establishing Yourself in an Owner's Advisory Team
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In Person

Exit Planning Case Study Part 1: Establishing Yourself in an Owner's Advisory Team

February 12, 2025
The Power of the Entrepreneurial Operating System (EOS) in Transforming Your Business
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In Person

The Power of the Entrepreneurial Operating System (EOS) in Transforming Your Business

March 12, 2025
Legal Considerations for Exiting Your Business, and the Current State of the M&A Market
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In Person

Legal Considerations for Exiting Your Business, and the Current State of the M&A Market

April 9, 2025
Financial Planning: Closing the Gap
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In Person

Financial Planning: Closing the Gap

May 14, 2025
Strategic Planning Will Scale Your Practice
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In Person

Strategic Planning Will Scale Your Practice

June 11, 2025
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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

MEMBER DIRECTORY

2017 Twin Cities Metro Area State of Owner Readiness™

Recent studies show that 66% of the current American business market is owned by Baby Boomers, who are set to transition over the next zero to ten years. Statistics also show that only 20% – 30% of businesses that go to market actually sell; leaving up to 80% of those without solid options to harvest their wealth and ensure economic continuity into the next generation. An owner who is “ready” with an attractive business greatly increases the odds that the business will survive a transition of hands. The question is, how ready is the local Twin Cities marketplace to succeed?

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