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 middle market owners looking to grow, transition, or exit their businesses.


 

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.

 

Attend an Event Meet the Leaders Join Email List

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?

Download the 2017 Twin Cities Report

Upcoming Chapter Events


Join us for the December Chapter Social

Join us for the December Chapter Social

Mingle and play as you strengthen and grow your network of Exit Planning advisors!

DEC 13, 2018

Update on the Minnesota Trust Code

Update on the Minnesota Trust Code

The presentation will provide an overview of the most significant changes contained in the Minnesota Trust Code.

JAN 10, 2019

Structuring the Deal from All Angles

Structuring the Deal from All Angles

In this presentation, our panelists will discuss the different methods available for owners to finance an exit.

FEB 14, 2019

Moving the Needles – Legacy Planning for Business Owners

Moving the Needles – Legacy Planning for Business Owners

In this presentation exit planning advisors will learn both why and how to bring up charitable gifting.

MAR 14, 2019

 


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.

Subscribe to Email List

 

 

Local Leadership


 

President

President

Julie Keyes, CEPA
KeyeStrategies
P: (763) 350-5563

Email Julie

Vice President

Vice President

Shaun Simma, CPA, CEPA
Simma Flottemesch & Orensein, Ltd.
P: (612) 337-8117

Email Shaun

Secretary

Secretary

Dyanne Ross-Hanson, ChFC, CLU, CFP, CEPA
Exit Planning Strategies, LLC
P: (651) 426-0848

Email Dyanne

Chapter Administrator

Chapter Administrator

Bonnie Stanley
Office Connection
P: (763) 208-9119

Email Bonnie

Thank You to Our Sponsors


 

Reinvent yourself in 2018 with exit planning.