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.

 

Want to become a local EPI Chapter Member?

Chapter Membership:
$395 Annually

*Chapter membership includes all chapter event registrations
and access to EPI Content Library & Archives.  Renewed annually.

 

Chapter News & Media

 

Download Now:
2017 Twin Cities Metro Area State of Owner Readiness Report

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!

 

Download Now:
Quick-Look at Twin Cities Owner Readiness

 

2017 Chapter Events


Join Chapter Email List

 

Receive email notifications of upcoming Twin Cities Metro Chapter events. Simply submit your contact information below and be added to the Chapter email list.


The EPI Global Platform

Best Industry Content. Ongoing Practice Support. Connecting Educated Owners with Exit Advisors.

 

 

Leadership Team

Twin Cities Metro Area

president

Julie Keyes

CEPA


 KeyeStrategies
Phone: 763.350.5563

Email Julie

Vice-President

Shaun Simma

CPA


 Simma Flottemesch & Orensein, Ltd.
Phone: 612-337-8117

Email Shaun

Secretary

Dyanne Ross-Hanson

 ChFC, CLU, CFP, CEPA


 Exit Planning Strategies, LLC 
Phone: 651-426-0848

Email Dyanne

Chapter Administrator

Bonnie Stanley

 


Office Connection
Phone: 763-208-9119

Email Bonnie

Chapter Administrator

Katie Johanson

 


Office Connection
Phone: 763-208-9119

Email Katie


Sponsors

BMO Harris

SFO

ab-bernstein-logo


Allied Association Partners

 

fpa-logo1

Financial Planning Association of Minnesota

 

Upcoming Event: July 18, 2017
Advising Clients Through the Toughest Times of Life
Presenter: Amy Florian
11:30am-2:00pm

More Information & Registration