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
Third Annual Owners Forum 2019
The Twin Cities Owners Forum is an educational event for business owners and their key partners to hear from star-studded keynote speakers in the fields of business strategy, exit planning, succession planning, and marketplace trends.
Personal Liability Risk – Are Owners Rolling-the-Dice
Attend this session, to learn the risks, the solutions, and the actions necessary to protect an owners wealth and lifestyle that are key to ensuring owners are taking control versus taking their chances
Copperwing Distillery Tour & Networking Social
Join the Twin Cities Metro Area Chapter for a holiday networking social at Copperwing Distillery in the warehouse district of St. Louis Park.
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.
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
