Northeast Wisconsin


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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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?

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Upcoming Virtual Meetings

Demystifying Private Equity

Demystifying Private Equity

Demystifying private equity: What is it? How does it work? When is it the right option for a business owner?


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Local Leadership




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



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

Email Paul



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

Email Kevin

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