Exit Planning Strategies, LLC

CONNECT

Address:

539 Bielenberg DriveSte. #200
Woodbury, MN 55125

Phone:

651 426-0848

Fax/Other:

651 925-0050

Founding Principal, Exit Planning Strategies, LLC

With nearly 30 years of experience as an Independent Financial Consultant, Dyanne specializes in helping owners of closely held businesses plan for their inevitable departure from the business. The firm's mission is to act as an independent advocate on behalf of our business owner clients and their families who require highly specialized and comprehensive financial advisory services. Our focus is to help clients achieve maximum value and minimize risk to their assets specifically as it relates to the sale or transfer of their businesses.

 

 

Experience 

  • University of Minnesota - Carlson School of Mgmt - B.S.. Finance
  • Chartered Financial Consultant (ChFC), The American College, Bryn Mawr, PA
  • Chartered Life Underwriter (CLU), The American College, Bryn Mawr, PA
  • Certified Financial Planner (CFP®), College for Financial Planning, Denver, CO
  • Certified Exit Planning Advisor (CEPA) - Exit Planning Institute, OH
  • Past President - Society of Financial Service Professionals (SFSP)- TC Chapter
  • Co-Chair  - MN Business Ethics Award
  • Board Member - St. Andrews Lutheran Church Foundation
  • Speaking Advisory Panel - Vistage International Inc. 
  • St. Jude's Tournament of Hope—Volunteer

Published

  • Upsize Magazine: Selling to Key Employees: Pipe Dream or Do-Able - March 17
  • Upsize Magazine: Fair vs. Equal When Planning for Next Gen - July 2016
  • CFMA - Building Profits: Key Employee Incentive Plans - April 2016
  • Upsize Magazine: Seller Financing: Not to be Feared in Internal Transitions - 7/2015
  • Upsize Magazine: Lifestyle or Transferable Business: Which Are You Building? - 12/14
  • Construction Business Owner: Family Business Transitions - March 2014
  • Upsize Magazine: Beware When Passing Firm to Offspring - Sept 2010
  • Mpls Star Tribune: Ask the Expert -Family Transitions  Aug 2010
  • Mpls/StP Bus Journal: Recession Blocking Your Exit Strategy? –May 2009
  • Upsize Minnesota: Internal Moves May Work When Exiting Firm – Sept. 2008
  • Upsize Minnesota: Smart Incentive Plans are Key to Successful Exit – November 2006
  • National Underwriters: Help Clients Dreams Come True with Succession Planning-
  • Upsize Minnesota: Eight Ways to Exit Your Business – June 2005
  • Women's Business Minnesota: Considerations for Transitional Ownership – April 2005
  • Minnesota Physician's Publishing Inc.- Valuing your Practice-1998
  • Frameworks/ACEC/MN: You're Key Employees, How are You Retaining Them- 6/2004 
  • Metro Doctors: Exit Planning, What is it? –March 2005

Speaking Engagements

  • Vistage International - Nat'l Business Owner Peer GroupMN, IL, MI, OR, ND, AL, ID, SD, LA, NY, GA, HI, ND, WA, OH
  • WCCO News Radio 830 - Business Breakfast Series
  • Women's President Organization (WPO)
  • University of St. Thomas Entre Today Program
  • Twin Cities Builders Association
  • MN Mechanical Contractors (MMCA) 
  • National Electrical Contractors Association (NECA)
  • National Association of Remodelers Industry (NARI)
  • American Women Contractors Association (AWC)
  • Minnesota Concrete & Masonry Contractor Association (MCMCA)
  • American Consulting Engineers Council – Minnesota (ACEC)
  • American Molding Association – Minnesota Chapter
  • Fidelity Bank - Lunch & Learn
  • Allerus Bank - Lunch & Learn
  • Young Entrepreneur Organization (YEO)
  • International Institute for Women Entrepreneurs (IIWE)
  • Minnesota Society of Certified Public Accountants (MNCPA)

Personal

Resides in White Bear Lake with her husband, Lynn. They have three grown children. She enjoys downhill mountain skiing, outdoor activities and most recently obtained her motorcycle license.


 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck