Curated News
By: NewsRamp Editorial Staff
September 15, 2026
EPI Twin Cities Forum: Master Exit Readiness by Design
TLDR
- Business owners can gain an edge by attending EPI's forum to maximize enterprise value and minimize transition regret.
- EPI's Twin Cities Business Owner Forum on October 7 teaches aligning business, personal, and financial goals for exit readiness.
- EPI's forum helps business owners and advisors plan transitions that secure financial futures and strengthen community enterprises.
- EPI's Business Owner Forum in Roseville, MN on October 7 offers lessons on exit readiness and succession planning.
Impact - Why it Matters
As the baby boomer generation continues to retire, millions of businesses will change hands in the coming years. Yet many owners are unprepared for the complex interplay of personal, financial, and business factors that determine a successful exit. This forum provides a crucial opportunity for owners and advisors to bridge that gap, ensuring that transitions preserve wealth, legacy, and jobs. By focusing on exit readiness by design, EPI helps mitigate the risk of failed transitions that can devastate families, employees, and local economies. The insights shared here can mean the difference between a lucrative sale and a regrettable fire sale, making this event essential for anyone involved in business succession.
Summary
The Exit Planning Institute® (EPI) Twin Cities Metro Area Chapter is set to host its annual Business Owner Forum on October 7, from 1:00 p.m. to 5:00 p.m. at Midland Hills Country Club in Roseville, Minnesota. The event, titled "Exit Readiness by Design Preparing for the Inevitable: Aligning Business, Personal & Financial Preparedness," aims to unite business owners and advisors to explore proactive strategies for aligning business strengths, personal goals, and financial security. According to Todd Krough, CEPA®, President of EPI Twin Cities Metro Area, the forum is designed to foster conversations that help owners and advisors work together to strengthen enterprise value, mitigate owner risk, and align transition planning with long-term personal and financial goals.
Attendees will engage with lessons from advisors and business owners on key topics such as strengthening value drivers, reducing risk exposure, navigating succession realities, and coordinating advisors around a clear transition strategy. Business owners will gain clarity on maximizing business value and minimizing regret when planning for eventual transitions, while exit planning professionals—including financial advisors and business consultants—will learn to guide more effective exit conversations with their clients. Those interested in attending can learn more and register for the Business Owner Forum on the EPI site.
EPI, formed in 2005, serves the educational and resource needs of professional business advisors. Its Certified Exit Planning Advisor (CEPA®) credential program is the most widely endorsed professional exit planning program globally, equipping advisors with the content, tools, and training needed to become their clients' most valued advisors. For additional information, visit exit-planning-institute.org.
Source Statement
This curated news summary relied on content distributed by 24-7 Press Release. Read the original source here, EPI Twin Cities Forum: Master Exit Readiness by Design
