The Twin Cities Metro Area Chapter of the Exit Planning Institute is a group of local advisors dedicated to helping business owners achieve their goals.
Chapter Purpose: The purpose of the EPI Twin Cities Metro Area 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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*Chapter membership includes all chapter event registrations
and access to EPI Content Library & Archives. Renewed annually.
Chapter News & Media
Thank you to our partners from the Twin Cities Owners Forum Council and the advisors a part of the EPI Twin Cities Metro Area Chapter, the ACG Minnesota Chapter, the AM&AA Minneapolis Chapter, and the Minnesota Business Magazine!
2017 Chapter Events
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Best Industry Content. Ongoing Practice Support. Connecting Educated Owners with Exit Advisors.
Twin Cities Metro Area
Allied Association Partners
Financial Planning Association of Minnesota
Upcoming Event: March 21, 2017
Strategies To Maximize The Value Of Roth Conversions w/ Michael Kitces
New World of Social Security w/ Michael Kitces
Upcoming Event: March 29, 2017
FPA of MN K'Nex Event Facilitated by NexGen - Open to Everyone
Wonder Woman in the Workplace: The ROI for Cultivating Confidence & Taking Risks w/ Betsy Koepke
Upcoming Event: April 18, 2017
The Psychology of Owner Exits w/ Kalli Matsuhashi
Exit Planning - A Guide to the Process w/ Dyanne Ross-Hanson