Skip to main content

A succession strategy isn’t about simply exiting your business in the future. It’s about aligning actions to keep value streams growing and alive today, which best support the long-term needs of owners, their families and their employees. This is the key to maximizing your business valuation.

Business Transfer Services & Exit Planning

79% of owners have no detailed succession plan.

70-80% of businesses that go to market DON’T SELL!

Only 30% of Family-Owned Businesses survive a transfer to the 2nd generation.

Car crossing finish line

ExitMaster™ Index

Are you a business owner in anticipation of crossing the finish line to a successful business exit? Prepare yourself with the ExitMaster™ Business Transition Index. Answering just 10 targeted questions will help you gauge your readiness and highlight areas that require immediate attention.

What We Do

Professional Exit Strategies for Private Business Owners


Origins and Qualifications


Exit Planning Institute Twin Cities Metro Area Chapter logo
Brainerd Lakes Chamber of Commerce logo
Rotary Club of St. Cloud logo
Central Minnesota Manufacturers Association logo
Arrowhead Manufacturers and Fabricators Association logo
Tri-state Manufacturers Association logo
St. Cloud Area Chamber of Commerce logo
Harvard Club of Minnesota logo
Cold Spring Area Chamber of Commerce logo
Duluth Area Chamber of Commerce logo
The Chamber Fargo Moorhead West Fargo logo

Open the Door to Your Ideal Exit