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NORTHEAST WISCONSIN CHAPTER

The Northeast 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.

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Chapter Purpose: The purpose of the EPI Northeast 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.

UPCOMING CHAPTER EVENTS

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EPI provides leading advisors the best content in the exit and succession planning industry. Submit your contact information to receive local chapter communications as well as industry trends, new articles, exclusive whitepapers, market research, and training programs.

LOCAL LEADERSHIP

NATIONAL 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 national marketplace to succeed?

CHAPTER RESOURCES

EPI [LIVE] Faculty Q&A - MAR 2023
CEPA

EPI [LIVE] Faculty Q&A - MAR 2023

Mar 3, 2023 10:12:48 AM 1 min read
EPI [LIVE] Faculty Q&A - FEB 2023
CEPA

EPI [LIVE] Faculty Q&A - FEB 2023

Feb 9, 2023 10:20:46 AM 1 min read
EPI [LIVE] Faculty Q&A - JAN 2023
CEPA

EPI [LIVE] Faculty Q&A - JAN 2023

Jan 14, 2023 1:50:08 PM 1 min read
EPI [LIVE] Faculty Q&A - NOV 2022
CEPA

EPI [LIVE] Faculty Q&A - NOV 2022

Nov 9, 2022 3:28:45 PM 1 min read
EPI [LIVE] Faculty Q&A - October 2022
CEPA

EPI [LIVE] Faculty Q&A - October 2022

Oct 13, 2022 9:31:16 AM 1 min read
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