Exit & Succession Planning

We help business owners plan for the future of their business.

What's the benefit of working with a Certified Exit Planning Advisor (CEPA)?

Our CEPA advisors can help you figure out when to exit, how to exit and to whom you want to sell your business.

We help create a roadmap of how you’ll transition out of your business.

Our Exit Planning Team

Mark helps business owners to plan for what may be the single largest lifetime transaction: the sale of their business and transition into retirement. Mark provides education and thought leadership in the area of exit planning and is currently the president of the Exit Planning Institute, Twin Cities Chapter.

Ryan works in asset management, retirement income planning, risk management, estate preservation planning and has extensive knowledge of business planning.

Fred works with business owners, professionals, and executives in the areas of estate planning, wealth management, and insurance.

Our focus is on helping you develop an actionable plan to exit your business by considering your financial plan, personal plan, and business attractiveness.


We understand that transitioning out of a business can be a daunting task, and we are here to help make the process as smooth and successful as possible. Our team of experienced exit planning advisors work closely with business owners to develop customized succession plans that align with their unique goals and needs. 

We know that every business is different, and we pride ourselves on providing personalized, tailored solutions for each of our clients. If you are a business owner looking to plan for your succession, we invite you to get in touch with us to learn more about how we can help.

Interested in meeting with our Exit Planning Advisors to discuss your situation?

Not sure how to get started with your exit plan? 

Maybe you already have a good start but want to make sure your plan is rock solid! 

Fill out this form and we will be in contact to set up a complimentary call!

Our Latest Blogs

Like a sailor manning a vessel in choppy storm waters, business owners cannot control the environment that impacts their marketplace

Watch this short video to learn about all the different kind of digital assets you should consider as a part of “getting your house in order”. Then download the free tool that will get you started!

Following are the top 10 pitfalls that owners of family-run businesses should avoid when planning their succession



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Edina, Minnesota 55439



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