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.
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!
Upcoming Chapter Events
Opening Conversations with Business Owners
Through this case study, you will collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice.
Posh Nosh
and Pour
Come join the community to build on existing professional relationships and make new ones to deepen your bench of professionals.
Case Study: The Triggering Event Engagement
Join chapter experts as they dive into the triggering event and lead a discussion on Jim’s personal goals, wealth gap, readiness, and more.
How PE Firms Add Value to
Their Assets
They will share how PE firms add value to their assets and how enterprise value can be enhanced in advanced of the sale.
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Local Leadership
Past President
Martha Sullivan, CEPA, CPA, ABV, CM&AA , CVGA
Provenance Hill Consulting, LLC
P: (608) 445-5727
