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.
Exit Planning Institute Twin Cities Metro Area Chapter的外部链接
3900 Main St NE
US，Minnesota，Minneapolis，55421
Don't miss this powerful panel! Chris Carey, Andrew Duneman & Peyton Green will present "The Power of the Entrepreneurial Operating System (EOS) in Transforming Your Business" on March 12th Hellmuth & Johnson. Breakfast, Education & Networking for CEPAs & supporting partners! #CEPA #Exitplanning #ExitPlanningAdvisors #EPI #EPITCMA
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Join fellow professionals at our exciting upcoming EPI event! Hear from industry experts, Chris Carey, Peyton Green and Andrew Duneman. The group will dive into resources they wish they had known sooner, existed when they founded their ventures or partners, they wish they met earlier. We hope to see you there! Register now below. https://hubs.li/Q02ZCz5_0 #EPI #ExitPlanning #CEPA
Building a successful exit planning practice starts with finding your niche! However, figuring out your place in the wide world of exit planning can be tricky. Amy Wirtz, our 2024 Exit Planner of the Year, started her journey with five essential topics that helped her find her niche in family business. Download the article below to use the five tips to find your niche! https://hubs.li/Q037nRf10 #ExitPlanning #ExitPlanningInstitute #FinancialAdvisor #FamilyBusiness
Congratulations to the newest Minnesota CEPAs! We hope to connect with you at an event soon. What is a CEPA? designation? CEPA? stands for Certified Exit Planning Advisor. This designation is for financial advisors and other professions, such as attorneys or business brokers, who wish to provide additional support to business owners looking to get out of their business by developing an exit plan. Exit planning at its core allows business owners to see the full value of their business and transition it on their own terms. This designation was established by the Exit Planning Institute as a way to engage more with business owners to help them see their full potential. In order to receive this designation, one must take a rigorous four-day learning course taught by exit planning specialists and pass a final exam. Josh Baltzer, CFP?, CEPA, Sonja Bjork, Matt Bouts, CFP?, CEPA?, Keri Burton, CFP?, Reece Chiriboga, CFP?, Leif E. Erickson, BFA?, CEPA?, RICP?, Karise Gaynor-Morgan, CEPA, David W. M?rker, MBA, CEPA?, Brandon Prell, CFP?, ChFC?, CPWA?, Barb Steinhauser, Ashley Stevens, Brett Striker & Jennifer Tix #CEPA #CEPAMinnesota #ExitPlanning #ExitPlanningAdvisors
It’s been 20 years of excellence at The Exit Planning Institute – but we’re just getting started! The Annual Exit is EPI’s yearly magazine designed for business owners, CEPA’s, advisors, and all types of exit planning professionals. If you missed Scott Snider's announcement from the State of the Institute yesterday, the 2025 issue will be diving into hard-to-talk-about exit planning topics packed with expert insights, exclusive interviews, and more to help you elevate not only your practice, but your life. Ready to unlock your full potential? Get your hands on this year’s issue at https://hubs.li/Q037nKvz0! #ExitPlanningInstitute #EPI #TheAnnualExit #BusinessOwner #FinancialAdvisor #CEPA #ExitPlanning
Exit Planning Institute Twin Cities Metro Area Chapter转发了
?? Coming this week: If you're thinking about your business exit strategy, CEO peer groups can be a game-changer. Learn how they help business owners increase value, navigate transitions, and make smarter decisions from an expert who’s been there, Tina Corner Stolz! Be sure to tune in ??? Thank you to our sponsors! True North M&A Trust Point Inc. John A. Knutson & Co., PLLP (JAK + CO?) Exit Planning Institute Twin Cities Metro Area Chapter
Ready to become a best-in-class CEPA? Your success starts with mastering client conversations! Unlock tips to elevate your growth, build trust, and drive results in every interaction. Swipe left to discover strategies you can start using today! #ExitPlanning #EPI #ExitPlanningInstitute #BusinessOwner #Business #CEPA
Picture this view from your room at the stunning Sunseeker Resort in Charlotte Harbor, Florida - the home of this year's Summit! Get out of the cold and welcome in warm breezes, breathtaking views, and unmatched opportunities to connect, learn, and lead. Start planning your trip today using the link below! https://hubs.li/Q034BM3M0 #2025ExitPlanningSummit #ExitPlanning #ExitPlanningInstitute #EPI #CharlotteHarbor #Florida
Thanks to Todd Krough, CEPA? for leading a great discussion at this month's Exit Planning Institute Metro Area meeting. Check out this article for a summary of insights, and information on registering for an upcoming meeting.
Get an exclusive first look at what's ahead for the exit planning community at the State of the Institute Address on February 18, a free special edition webinar presented by EPI President, Scott Snider. Scott will share key advancements in exit planning, market insights, and a forecast for 2025. He’ll also unveil EPI’s three-year vision and discuss emerging trends that impact CEPAs and business owners. Register Now: https://hubs.li/Q036BGCx0 #EPI #Webinar #ExitPlanning #ExitPlanningInstitute #ScottSnider #FinancialAdvisor #ExitPlanningAdvisor #CEPA #BusinessOwner