Dyanne Ross-Hanson

Dyanne Ross-Hanson, CEPA®, CFP®, ChFC, CLU

Senior Consultant

E drosshanson@bgm360.com
P 952.844.2500
D 651.426.0848
F 952.844.2525

Dyanne Ross-Hanson, CEPA®, CFP®, ChFC, CLU

Senior Consultant

With over 30 years of industry experience, Dyanne is dedicated to assisting business owners in achieving their exit/succession planning objectives by making well-informed, strategic, and tax-efficient decisions.

She collaborates with owners and their advisory teams who are planning divestiture within the next 3-10 years, facilitating the development of an intentional ownership transition plan. Dyanne employs a defined, comprehensive, and outcome-agnostic process, culminating in a written plan summarized by an action checklist. Enabling owners to depart on their terms, to their chosen successor, and for the dollars they deserve. Her mission is to serve as an unbiased advocate on behalf of her clients and their families, providing highly specialized, objective, and comprehensive advisory services.

As a speaker, Dyanne shares her expertise and knowledge with various professional/trade associations and CEO & peer groups, including Vistage International. She is also a published author of numerous articles on business exits.

Areas of Expertise

  • Exit Planning – Financial Based, Comprehensive, Multi-Disciplinary, “Directing the Process”.
  • Internal Transitions – Co-Shareholders, Key Management, Family Members, etc.
  • Key Employee Incentive/Retention Plan Design
  • Business Continuity Plans: Shareholders Agreements and Insurance Funding Alternatives
  • Estate Planning

Education, Credentials, & Honors

  • University of Minnesota– Carlson School of Mgmt. – B. S. Finance
  • Certified Exit Planning Advisor (CEPA®) – Exit Planning Institute, Westlake, OH
  • Certified Financial Planner (CFP®), Certified Financial Planner Board of Standards, US
  • Chartered Financial Consultant (ChFC), The American College, Bryn Mawr,
  • Chartered Life Underwriter (CLU), The American College, Bryn Mawr, PA
  • Top Women in Finance Recipient—Finance & Commerce
  • Women’s Leadership Council—Minneapolis /St. Paul Business Journal
  • Hubler Award Recipient—MN Family Business
  • Table of Experts: Moderator—Minneapolis /St. Paul Business Journal

Affiliations

  • Past President—Society of Financial Service Providers –Twin Cities (SFSP)
  • Past Co-Chair—MN Business Ethics Award
  • Vice President & Founder: TCMA Exit Planning Institute Chapter

“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

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