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.

Over the years, Mark has given hundreds of presentations on the different aspects of exit planning. 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.

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.