Meet the Exit Planning Team

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.

Certified Business Exit Consultant®

Samuel recently earned the Certified Business Exit Consultant® Designation from the International Exit Planning Association (IEPA). This designation is a significant achievement and further establishes him as one of the elite exit planners in the marketplace today.

The BOSS Office Team

Jo Ann Schermann

Client Service Specialist

Jo Ann assists with scheduling client meetings, follows up with next steps, and keeps the exit planners on schedule.

T'Keiah Land

Client Service Associate

T'Keiah is the first person you see when you walk in the doors of our office. She is detail oriented to ensure things are done correctly the first time.

Lucy Nelson

Marketing Coordinator

Lucy is our Marketing Guru. She leads all efforts with our presentations, webinars, social media, email communications, video content and more.

Annika Hansen

Operations Manager

Annika welcomes the opportunity to keep moving the company forward with this model, along with promoting the company's core values. Annika is passionate about the success of everyone around her.

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


OFFICE LOCATION

8000 W 78th, Suite 415
Edina, Minnesota 55439

952-222-BOSS
Mark@ExitwithBOSS.com

CONNECT WITH US

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.