Join us for this informational seminar for business owners and advisors hosted by the Exit Planning Institute (EPI) Twin Cities Metro Area chapter.

Exit Planning vs. Succession Planning

Thursday, March 12, 2020

7:30am to 9:30am

at MN CPA Society, Bloomington, MN

Proper succession planning involves a great deal more than just the potential exit of the owner from the business. This seminar will examine the process of succession planning from a number of possible exit scenarios.

  1. Identify what planning needs exist regardless of the type of exit.
  2. Determine what various types of exit scenarios exist for owners.
  3. Differentiate succession planning from exit planning and learn how they are related.

Industry experts Sam Thompson, CBI, M&AMI, CEO, Transitions In Business and Larry House, CEO, Hause Family Business Transitions will lead the discussion.

Sam Thompson the founder and CEO of Transitions In Business, a M&A firm located in Minneapolis servicing lower middle market businesses has helped countless business owners successfully sell their company. Sam is a Certified Business Intermediary (CBI) and a Merger and Acquisition Master Intermediary (M&AMI). He helps business owners confidentially and seamlessly sell their company, guiding them from the early stages of selling all the way through closing.

Larry Hause, CEO of Hause Family Business Transitions is a nationally recognized family business and wealth transition consultant and lawyer who specializes in helping owners of family and other privately-held companies resolve difficult transition challenges in a low risk, highly effective manner.

This seminar will be held at the MN CPA Society located at 1650 West 82nd Street, Suite 600, Bloomington, MN 55431 and will cost $39 to attend. Business owners may register at the Exit Planning Institute website.

Click here to learn more and register.