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.

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.

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


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Edina, Minnesota 55439



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