Exit & Succession Planning
We help business owners plan for the future of their business.
COMPLIMENTARY INITIAL CONSULTATION
We help create a roadmap of how you will transition out of your buinsess.
Our advisors can help you figure out when to exit, how to exit and to whom you want to sell your business.
Video: Involuntary Exit
We often picture our businesses as thriving entities, growing steadily and reaching new heights. However, there’s a stark reality that many entrepreneurs dread: involuntary exit.
Watch as Certified Exit Planning Advisor Mark Hegstrom tells a personal story about his own family’s run in with involuntary exit
Our Exit Planning Team
Mark C. Hegstrom
Certified Exit Planning Advisor®
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 Williams
Certified Exit Planning Advisor®
Ryan works in asset management, retirement income planning, risk management, estate preservation planning and has extensive knowledge of business planning.
Fred Borstad
Certified Exit Planning Advisor®
Certified Investment Management Analyst®
Fred works with business owners, professionals, and executives in the areas of estate planning, wealth management, and insurance.
Maarten Rietveld
Certified Exit Planning Advisor®
Maarten works with business owners to plan their exit from business. He integrates his decades of experience working with clients to navigate their transition to retirement. Maarten holds the Certified Exit Planner Advisor (CEPA) designation from the Exit Planning Institute and he uses their Value Acceleration Model to help business owners plan for their most important transition, the sale of their business.
Develop Your Plan
Business transitions can be daunting.
Our advisors 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.
Interested in meeting to discuss your unique 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!
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Our Latest Blogs
What is Your Plan?
So, you’ve built this amazing business, poured your heart and soul into it for years, and now you’re thinking about what comes next.
Have a Plan for Your Digital Assets
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!
10 Pitfalls to Avoid
Following are the top 10 pitfalls that owners of family-run businesses should avoid when planning their succession
OFFICE LOCATION
8000 W 78th, Suite 415
Edina, Minnesota 55439
952-222-BOSS
Mark@ExitwithBOSS.com
CONNECT WITH US
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