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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.
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.
8000 W 78th, Suite 415
Edina, Minnesota 55439
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