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.
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?
Upcoming Chapter Events
Join us for the December Chapter Social
Mingle and play as you strengthen and grow your network of Exit Planning advisors!
Update on the Minnesota Trust Code
The presentation will provide an overview of the most significant changes contained in the Minnesota Trust Code.
Structuring the Deal from All Angles
In this presentation, our panelists will discuss the different methods available for owners to finance an exit.
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.
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Local Leadership
Vice President
Shaun Simma, CPA, CEPA
Simma Flottemesch & Orensein, Ltd.
P: (612) 337-8117
Secretary
Dyanne Ross-Hanson, ChFC, CLU, CFP, CEPA
Exit Planning Strategies, LLC
P: (651) 426-0848
