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.

 

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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

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!

Upcoming Chapter Events


Cybercrime - #1 Financial Risk

Cybercrime - #1 Financial Risk

We’ll look at the top cybercrimes in the industry, the aftermath of a cybercrime on a small business, solutions to severely lower the risk of an attack on an agency, and best practices.

FEB 8, 2023

Opening Conversations

Opening Conversations

When working with an owner during what is likely the largest financial transaction of their life, understanding how to effectively
communicate is crucial.

MAR 8, 2023

Professional Collaboration

Professional Collaboration

Attend this Chapter meeting to learn how you can improve upon your collaboration skills and thereby improve the outcomes for
all involved.

APR 12, 2023

Triggering Event Engagement

Triggering Event Engagement

Is Jim prepared to exit? Join chapter experts as they dive into the triggering event and lead a discussion on Jim’s personal goals, wealth gap,
readiness, and more. 

MAY 10, 2023

Vision, Traction, Healthy

Vision, Traction, Healthy

A business operating system gets everyone in the company on the same page, with the same vision, working toward the same goals. In this talk, Jeff will clarify the idea of a business operating system.

JUN 14, 2023

 


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Local Leadership


 

President

President

Mark Hegstrom, CEPA, AIF®,
CDFA®, CPFA
Business Owner Succession Strategies [BOSS]
P: (952) 222-BOSS

Email Mark

Immediate Past President

Immediate Past 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

Jessica Hawthorne
Office Connection
P: (763) 208-9119

Email Jessica

Steering Committee


 

Meet Committee

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