Upcoming Events

October 18, 2023

11:00AM CT

Wondering how you might ever be able to exit your business and what things you should start thinking about NOW in preparation, even years ahead?

If you’re wondering what succession planning has to do with leaving your business…and wondering how your retirement plan fits into your exit plan, this is a great place to start! 

November 15, 2023

11:00AM CT

When your business makes up most of your net worth and selling it would garner enough money to live carefree for the rest of your life, there’s no financial reason to continue owning your business. You may enjoy the challenge, the social interactions, and the creative process of building a business, but looking strictly at the numbers, and keeping it may be an unnecessary risk.

Every day you retain ownership in your business beyond Your Freedom Point, you are risking your freedom. Join us for this online session to figure out how to calculate your freedom point and learn everything you need to know about the topic.

December 20, 2023

11:00AM CT


Join us for this upcoming session just for business owners to learn about how to fine tune your estate plan, why you should make a plan for your digital assets, and how to estimate your estate taxes.


Are you in the owner’s trap? Have you overlooked value drivers in your business? Do you know the 8 value drivers? Let’s talk reoccurring revenue, promoters, and much more.

Take this hour to reflect on your business and how you can implement these ideas in your Succession and Business Exit Plan! 

Your Webinar Host

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.


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Edina, Minnesota 55439



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