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

Upcoming Chapter Events


Estate Planning and Exit Planning

Estate Planning and Exit Planning

What does a Business Owner need to do to get his/her “house in order?” Attend this session with chapter president Mark Hegstrom to learn how to maintain a constant state of readiness.

OCT 07, 2021

End of Year Networking Social

End of Year Networking Social

We are looking forward to hosting the annual social event in-person again! Bring your appetite, enjoy heavy appetizers and a private beverage service. We would love to see you and kick off the holiday season in style.

DEC 9, 2021

 


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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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