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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DOWNLOAD 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 your marketplace? Find out now by downloading the 2018 Wisconsin State of Owner Readiness Report!

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Upcoming Virtual Meetings


The Year of Risk and Its Impact on Owning a Business

The Year of Risk and Its Impact on Owning a Business

2020 has been the year of risk. Join us and discuss the effects the year has had on business owners, their ownership transitions and company valuations.

NOV 10, 2020

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Local Leadership


 

President

President

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

Email Martha

President-Elect

President-Elect

Erik Owen, CPA, CEPA
Oak Hill Business Partners
P: (262) 299-5526

Email Erik

Leadership

Leadership

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

Email Bill

Leadership

Leadership

Leesa Gilliam, CTFA, CEPA
PNC Bank
P: (414) 270-7823

Email Leesa

Leadership

Leadership

Judi Murphy
Murphy Associates, Oak Hill Business Partners
P: (262) 786-7424

Email Judi

Leadership

Leadership

Cheryl Tesch
IAG Wealth Partners
P: (262) 446-8150

Email Cheryl

Thank You to Our Sponsors