Wisconsin

CHAPTER

The Wisconsin Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for middle market owners looking to grow, transition, or exit their businesses.


 

Chapter Purpose: The purpose of the EPI Wisconsin Chapter is to create a forum where the local community of professional advisors can collaborate to address unique needs of the local community; develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful exit of their business; develop, encourage and foster the adoption of best practices for the exit planning profession; and promote the common business interests of those business advisors engaged in the profession of exit planning.

 

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OPEN NOW: 2018 WISCONSIN STATE OF OWNER READINESS

Recent studies show that 66% of the current American business market is owned by Baby Boomers, who are set to transition over the next zero to ten years. Statistics also show that only 20% – 30% of businesses that go to market actually sell; leaving up to 80% of those without solid options to harvest their wealth and ensure economic continuity into the next generation. An owner who is “ready” with an attractive business greatly increases the odds that the business will survive a transition of hands.
The question is, how ready is the Wisconsin marketplace to succeed?

Take the 2018 Wisconsin Survey Now

Upcoming Chapter Events


It's Not Just Business. It's Definitely Personal!

It's Not Just Business. It's Definitely Personal!

Learn from a panel discussion on how lingering personal
guarantees can have very unexpected consequences.

SEP 18, 2018

2018 Wisconsin Owners Forum: November 7, 2018

2018 Wisconsin Owners Forum: November 7, 2018

Save-the-date for the inaugural Wisconsin Owners Forum
and release of the State of Owner Readiness™ findings.
Pre-registration open now.

 


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succession planning industry. Submit your contact information
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Local Leadership


 

President

President

Scott Miller, CEPA, CPA/ABV, CVA
Enterprise Services
P: (262) 646-6490

Email Scott

President

President

Martha Sullivan, CEPA, CPA, CVA/ABV, CM&AA
Honkamp Krueger & Co., P.C.
P: (608) 850-1510

Email Martha

Leadership

Leadership

Bill Otto, CEPA, CLTC
Investors Advisory Group, LLC
P: (262) 446-8150

Email Bill

Thank You to Our Sponsors