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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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

2019 Year in Review and Goals for 2020

2019 Year in Review and Goals for 2020

EPI Northeast Wisconsin Chapter year in review and goals for 2020

DEC 4, 2019

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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



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

Email Kevin

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