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Dyanne Ross-Hanson

Financial Planner | Exit Planner
CFP®, CEPA®, CLU, ChFC®

Professional

Dyanne collaborates with owners and their Advisory Team who are 3-10 years from divesture in capital and/or contribution. Helping to educate, evaluate and formulate an intentional plan for ownership transition. With expertise in designing “internal” transitions, key employee incentive/retention plans and business continuity plans. Dyanne shares her expertise and knowledge, as a speaker, with a variety of professional/trade associations, CEO & peer groups, including Vistage International. She is a published author of numerous 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

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