Financial Planner | Exit Planner
Dyanne Ross-Hanson
CFP®, CEPA®, CLU, ChFC® professional helping business owners plan intentional ownership transitions.
Professional
Planning ownership transitions with intention.
Dyanne collaborates with business owners and their advisory teams who are 3 to 10 years from divesting capital or ownership. She specializes in educating clients about ownership transitions and developing intentional plans.
Her expertise includes designing internal transitions, creating key employee incentive and retention plans, and establishing business continuity strategies. She presents to professional associations, trade groups, and organizations such as Vistage International, and has authored multiple articles on business exits.
Certifications
- Certified Financial Planner®
- Certified Exit Planning Advisor®
- Chartered Life Underwriter
- Chartered Financial Consultant®
Education
- UMN Carlson School of Management
- Concordia College
Take the next step
Learn how we help you achieve your financial goals.
A clear, intentional plan for business owners, entrepreneurs, and executives who want more from their wealth.