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Register for our complimentary 1-hour exit planning webinar here!

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What's the benefit of working with an Exit Planning Advisor?

Our 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

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.

Certified Exit Planning Advisor®

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

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.

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!

If you sell your business, what will you do?

You have been doing the same thing or going to the same place- your business for a long time!

If you sell your business, what will you do? Business owners without a plan for what they intend to do can profoundly regret selling. 

We offer ideas on how to set up your next chapter for success!

How much do you need to get from the sale of your business?

Instead of “taking what you get,” the trick is knowing how much you need your business to sell. 

Our Exit Planning Advisors will help you with your financial plan, considering:

Capital Gains Taxes, Business Broker Commission, Attorney & CPA Costs

How attractive is your business?

You may think it is great, but what does an outside buyer see?

  • What is the state of your business financials?
  • Are all of your processes documented and followed?
  • Who is a part of your management team?
  • Does your businesss have recurring revenue streams?
  • How owner centric is your business?

Would your business be in jeopardy if you became a victim of the 5 D's?

  1. Death
  2. Divorce
  3. Disability/Incapacity
  4. Disaster
  5. Disagreement

Our Latest Blogs

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

We share a tool that you can use to document your ten-year vision, 3-year plan, and one-year strategic plan.

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



*Exit planning is through LPL Financial, a registered investment advisor under the LPL’s Hourly Consulting Program. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. 

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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