Business Succession – An Integrated Approach


Business Succession - An
Integrated Approach

Putting the client at the center means that all of their partners/advisors need to be working together! Join us to learn how your role is vital in this integration. This will include a break out session/discussion for identifying your unique role in being part of an effective team.

Learning Objectives:

  • Understand that excellence in business planning requires a team approach with the client at the center
  • Learn about the role of the advisory team to ensure the owner can control their outcome
  • Learn the three components of a successful business strategy
  • Discover how different practices leverage their CEPA designations


Meet the Presenters:

This meeting will include speakers Lisa Horn, Jayne McQuillan, Kevin Eismann, and Paul Meyer leading a discussion on the importance of teams.

Meet the Panel


This Event is Free! Thank you to our sponsors:

This meeting is sponsored by Epiphany Law, Journey Consulting, Schenck SC, Sagemark Consulting.


This meeting will be held at The Marq.

Address: 3177 French Rd De Pere, WI 54115


The EPI Northeast Wisconsin Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Presenter

Lisa Horn, CEPA
Jayne McQuillan, CPA, MBA, CEPA
Kevin Eismann, J.D., MBA, CEPA
Paul Meyer, CEPA, CBEC, CRPC

Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at