EPI Twin Cities Hosts Business Owner Forum to Master Strategic Exit Readiness Planning

GTTP

Annual forum focuses on aligning business, personal, and financial goals for exit readiness.
Event features expert guidance on strengthening value drivers and reducing owner risk exposure.
Collaborative environment designed for both business owners and professional exit planning advisors.
Attendees learn to minimize transition regret through strategic, long-term succession planning.

Impact - Why it Matters

This forum is critical because it addresses the systemic lack of proactive transition planning among business owners. By aligning personal financial goals with business value drivers, the event helps mitigate the high risk of failed successions, ensuring long-term economic stability for both the individual and the regional business landscape.

Summary

The Exit Planning Institute (EPI) Twin Cities Metro Area Chapter is set to host its annual Business Owner Forum, Exit Readiness by Design, on October 7 at the Midland Hills Country Club in Roseville, Minnesota. Running from 1:00 p.m. to 5:00 p.m., this premier event invites local business owners and professional advisors to collaborate on the critical intersection of business, personal, and financial preparedness. Attendees will engage in high-level discussions focused on proactive transition strategies.

Led by chapter president Todd Krough, CEPA, the forum aims to bridge the gap between enterprise valuation and long-term owner objectives. Participants will gain actionable insights into strengthening core value drivers, mitigating significant risk exposure, and streamlining succession processes. By fostering a collaborative environment, the event ensures that business owners can align their professional legacies with their personal financial security, ultimately minimizing transition-related regret.

This initiative serves as a vital resource for professionals—including financial advisors and business consultants—looking to provide superior guidance to their clients. Through expert-led sessions and networking opportunities, the forum empowers owners to build sustainable value that survives long after they exit. Interested parties are encouraged to visit the official Exit Planning Institute website to learn more and secure their registration for this transformative industry gathering.

EPI Twin Cities Hosts Business Owner Forum to Master Strategic Exit Readiness Planning

GTTP

Annual forum focuses on aligning business, personal, and financial goals for exit readiness.
Event features expert guidance on strengthening value drivers and reducing owner risk exposure.
Collaborative environment designed for both business owners and professional exit planning advisors.
Attendees learn to minimize transition regret through strategic, long-term succession planning.