Northeast Wisconsin

CHAPTER

*Stay Connected with Virtual Programming on June 3*

Face to Face meetings will resume when possible

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.


 

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.

 

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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!

DOWNLOAD NOW

Upcoming Virtual Chapter Events


Navigating Family Dynamics During Business Transitions

Navigating Family Dynamics During Business Transitions

There are key factors to consider when you are working with family businesses preparing for a transition. Attend this meeting and join a panel of experts to learn about the key factors and dynamics of working with family businesses.

JUN 03, 2020

Upcoming Chapter Events


Working Collaboratively to Integrate Planning

Working Collaboratively to Integrate Planning

Attend this session to learn about using teamwork, communication, and proven processes to help bring our clients clarity, confidence, and peace of mind that their personal and business planning objectives are secure.

SEP 09, 2020

Demystifying Private<br>Equity

Demystifying Private
Equity

There are many options for business owners to exit their business. Private equity is just one vehicle that a seller can choose to provide a partial or full exit. Join our panel of private equity firms to share their perspectives.

NOV 04, 2020

2020 Year in Review and Goals for 2021

2020 Year in Review and Goals for 2021

The EPI Northeast Wisconsin Local Chapter brings together a diverse group of professionals from a wide range of specialties. Join as we wrap up 2020 with a review of the year and outline goals and meeting dates for 2021.

DEC 02, 2020

Experience Share from Owners that Sold Their Business

Experience Share from Owners that Sold Their Business

The most valuable lessons in life come from those who have gained wisdom from personal experience. Join us to hear from a panel of successfully exited business owners as they share their experiences.

EVENT POSTPONED

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EPI provides leading advisors the best content in the exit and
succession planning industry. Submit your contact information
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new articles, exclusive whitepapers, market research, and training programs.

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Local Leadership


 

President

President

Jayne McQuillan, CPA, MBA, CEPA
Journey Consulting, LLC
P: (920) 360-1818

Email Jayne

Vice President

Vice President

Lisa Horn, CEPA
CLA (CliftonLarsonAllen LLP)
P: (920) 996-1468

Email Lisa

Secretary

Secretary

Paul Meyer, CEPA, CBEC®, CRPC
Sagemark Consulting Private Wealth Services
P: (920) 209-9022

Email Paul

Treasurer

Treasurer

Kevin Eisman, JD, MBA, CEPA
Epiphany Law, LLC
P: (920) 996-0000

Email Kevin

Thank You to Our Sponsors