EPI Twin Cities Chapter - Exit Planning Institute Local Platform for Advisors

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.

In Person

EPI Twin Cities Metro Area End of the Year Networking Social

December 11, 2024

In Person

Human-Centric AI for Exit Planning

January 8, 2025

In Person

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

February 12, 2025

In Person

Financial Planning: Closing the Gap

May 14, 2025

View All Events

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?