Interested in meeting with our Certified 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 Exit Planning Team
Certified Exit Planning Advisor®
President of Exit Planning Institute, Twin Cities
Mark helps business owners to plan for what may be the single largest lifetime transaction: the sale of their business and transition into retirement.
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.
OFFICE LOCATION
8000 W 78th, Suite 415
Edina, Minnesota 55439
952-222-BOSS
Mark@ExitwithBOSS.com
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.
© 2022 Business Owner Succession Strategies. All rights reserved.