---
title: Wisconsin Chapter | Exit Planning Institute
description: Participate in regional events and peer learning with Wisconsin’s top exit planning professionals. Join fellow CEPAs in this EPI chapter today.
---

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- Learn About CEPA
  
  
  
  
  
  ### Program Overview
  
  [Learn all about the CEPA® program and how to become your client’s most trusted advisor. →](https://exit-planning-institute.org/program/certified-exit-planning-advisor)
  
  
  
  ### Register for CEPA
  
  [Register for upcoming CEPA® courses and take the first steps toward your Value Acceleration journey. →](https://exit-planning-institute.org/program/certified-exit-planning-advisor-registration)
  
  
  
  ### Testimonials
  
  [Hear from real individuals about how Exit Planning Institute® and the Certified Exit Planning Advisor designation have transformed their daily practice and resulted in better outcomes for clients. →](https://exit-planning-institute.org/clients-we-serve)
  
  
  
  
  
  #### [Download the CEPA Brochure](https://exit-planning-institute.org/cepa-brochure-download)
  
  Read our comprehensive guide on all things CEPA®.
  
  #### [The Value Acceleration Methodology](https://exit-planning-institute.org/about-us-methodology)
  
  Learn about this crucial exit planning methodology and the foundation of EPI’s philosophy.
  
  #### [Organizations that Approve CEPA](https://exit-planning-institute.org/resources/cepa-approved-organizations)
  
  Find out which organizations approve of the CEPA® designation.
  
  #### [Member Benefits](https://exit-planning-institute.org/cepa-member-benefits)
  
  Explore all the EPI benefits you can leverage as you embark on your CEPA® journey.
  
  #### [Meet the CEPA Faculty](https://exit-planning-institute.org/about-us/cepa-faculty)
  
  Meet our EPI CEPA® Faculty instructing our CEPA courses, and learn more about these leaders in the space.
  
  #### [FAQ](https://exit-planning-institute.org/exit-planning-faqs)
  
  Find answers to your frequently asked CEPA® questions here.
- Courses
  
  
  
  
  
  ### Featured Courses
  
  [CEPA® EXAM Prep Course →](https://exit-planning-institute.org/program/certified-exit-planning-advisor-exam-prep)
  
  [Empowering Conversations with Business Owners →](https://exit-planning-institute.org/program/empowering-conversations)
  
  [Implementing Value Acceleration as a Financial Advisor →](https://exit-planning-institute.org/program/financial-advisor)
  
  
  
  ### All-Access Bundle
  
  [Get unlimited access to EPI Academy's full course library for a year and stay ahead with flexible, on-demand continuing education. →](https://exit-planning-institute.myshopify.com/products/epi-academy-all-access)
  
  
  
  
  
  #### [About the Academy](https://exit-planning-institute.org/academy-home)
  
  Learn more about EPI Academy, your one-stop destination for exit planning education.
  
  #### [Continuing Education Bundle](https://exit-planning-institute.org/epi-academy-courses?filter=Bundles)
  
  Complete your CE requirements with a curated collection of EPI Academy courses designed to help you maintain your CEPA®️ credential and sharpen your expertise.
  
  #### [View All Courses](https://exit-planning-institute.org/epi-academy-courses)
  
  View the complete course collection.
  
  #### [Exit Planning Summit + Academy Bundle](https://earncepa.schedulehero.io/inbound/exit-planning-summit)
  
  Register for the Exit Planning Summit and receive three complimentary EPI Academy courses. Connect with an Account Manager today.
  
  #### [Academy Faculty](https://exit-planning-institute.org/about-us/cepa-faculty)
  
  Meet the leadership instructing our EPI Academy courses.
- Chapters
  
  
  
  
  
  <https://exit-planning-institute.org/chapters>[Explore Full Network](https://exit-planning-institute.org/chapters)
  
  [Atlanta](https://exit-planning-institute.org/chapter/epi-atlanta-chapter)
  
  [Austin](https://exit-planning-institute.org/chapter/epi-austin-chapter)
  
  [Central Ohio](https://exit-planning-institute.org/chapter/epi-central-ohio-chapter)
  
  [Chicago](https://exit-planning-institute.org/chapter/epi-chicago-chapter)<https://exit-planning-institute.org/chapter/epi-cincinnati-chapter>
  
  [Conejo Valley](https://exit-planning-institute.org/chapter/epi-conejo-valley-chapter)
  
  [Denver](https://exit-planning-institute.org/chapter/epi-denver-chapter)
  
  [Greater Boston](https://exit-planning-institute.org/chapter/epi-greater-boston-chapter)
  
  [Greater Los Angeles](https://exit-planning-institute.org/chapter/epi-greater-los-angeles-chapter)
  
  [Greater New York](https://exit-planning-institute.org/chapter/epi-greater-new-york-chapter)
  
  [Greater Philadelphia](https://exit-planning-institute.org/chapter/epi-greater-philadelphia-chapter)<https://exit-planning-institute.org/chapter/epi-greater-phoenix-chapter>
  
  [Inland Empire](https://exit-planning-institute.org/chapter/epi-inland-empire-chapter)
  
  [Kansas City](https://exit-planning-institute.org/chapter/epi-kansas-city-chapter)
  
  [Mahoning-Shenango Valley](https://exit-planning-institute.org/chapter/epi-mahoning-shenango-valley-chapter)
  
  [Nashville](https://exit-planning-institute.org/chapter/epi-nashville-chapter)
  
  [New Jersey](https://exit-planning-institute.org/chapter/epi-new-jersey-chapter)
  
  [Orange County](https://exit-planning-institute.org/chapter/epi-orange-county-chapter)
  
  [Orlando](https://exit-planning-institute.org/chapter/epi-orlando-chapter)
  
  [Pittsburgh](https://exit-planning-institute.org/chapter/epi-pittsburgh-chapter)
  
  [Raleigh-Durham](https://exit-planning-institute.org/chapter/epi-raleigh-chapter)
  
  [San Diego](https://exit-planning-institute.org/chapter/epi-san-diego-chapter)
  
  [San Francisco](https://exit-planning-institute.org/chapter/epi-san-francisco-chapter)
  
  [Sarasota](https://exit-planning-institute.org/chapter/epi-sarasota-chapter)
  
  [Southeast Michigan](https://exit-planning-institute.org/chapter/epi-southeast-michigan-chapter)
  
  [St. Louis](https://exit-planning-institute.org/chapter/epi-st-louis-chapter)
  
  [Twin Cities Metro Area](https://exit-planning-institute.org/chapter/epi-twin-cities-chapter)
  
  [Utah](https://exit-planning-institute.org/chapter/epi-utah-chapter)
  
  [Washington, D.C.](https://exit-planning-institute.org/chapter/epi-washington-dc-chapter)
  
  [Wisconsin](https://exit-planning-institute.org/chapter/epi-wisconsin-chapter)
- Events
  
  
  
  
  
  ### The Exit Planning Summit
  
  [Take a deep dive into the premier exit planning event, bringing together advisors from across the globe for networking and education. →](https://exitplanningsummit.com/)
  
  
  
  ### Webinars
  
  [Learn more about EPI-hosted webinars, providing a wealth of expert knowledge on a variety of exit planning topics for CEPA®s and non-CEPAs. →](https://exit-planning-institute.org/program/webinars)
  
  
  
  
  
  #### [CEPA Mastermind Groups](https://exit-planning-institute.org/knowledge/upcoming-cepa-mastermind-groups)
  
  Learn more about these interactive networking and best practice groups, for CEPA®s only.
  
  #### [Growth and Impact Week](https://growthandimpact.com/)
  
  An in-person, two-day experience designed for advisors and business owners committed to growth and long-term value creation.
  
  #### [Full Event Calendar](https://exit-planning-institute.org/events)
  
  Keep track of all the events happening at EPI, and find one near you.
  
  #### [CEPA Mastery Winter Retreat](https://cepamastery.com)
  
  An exclusive winter retreat for CEPA Mastery members to connect, recharge, and deepen their mastery of exit planning.  
  
  #### [CEPA Immersion Events](https://exit-planning-institute.org/cepa-immersion-events)
  
  Hands-on training to deepen advisor impact and strengthen business owner relationships.
- Resources
  
  
  
  
  
  ### State of Owner Readiness
  
  [Find the latest results from EPI’s State of Owner Readiness™ Report, offering unique business owner insight nationally. →](https://exit-planning-institute.org/2023-national-state-of-owner-readiness)
  
  
  
  ### Annual Exit
  
  [Discover the first-of-its-kind exit planning magazine, where both advisors and non-advisors alike can find a wealth of interesting articles and industry insights. →](https://exit-planning-institute.org/the-annual-exit)
  
  
  
  ### Free Content Library
  
  [Explore EPI's free library of case studies, white papers, and infographics to help advisors build strategies, educate clients, and sharpen exit planning skills. →](https://exit-planning-institute.org/exit-planning-content-library)
  
  
  
  
  
  #### [Recommended Reads](https://exit-planning-institute.org/resources/bookstore)
  
  Check out EPI’s recommended exit planning reads, with contributions from leaders in the space.
  
  #### [Mastering the Market](https://exit-planning-institute.org/mastering-the-market)
  
  Find our collections of business review pieces, written by experts with a commitment to leadership and excellence.
  
  #### [State of Owner Readiness Regional](https://exit-planning-institute.org/state-of-owner-readiness)
  
  Find results from various regional State of Owner Readiness™ Reports, with various regional insights from business owners.
  
  #### [Exit Planning Blog](https://blog.exit-planning-institute.org/)
  
  Read weekly blogs on various exit planning topics, with frequent contributions from industry thought leadership.
  
  #### [Exit is Now Podcast Network](https://podcast.exit-planning-institute.org/exit-is-now-network)
  
  The Exit is Now podcast network features industry leaders, CEPA®s, and experts sharing insights on value creation and exit planning to help advisors and business owners succeed.
  
  #### [Partner Network](https://exit-planning-institute.org/about-us/exit-planning-partner-network)
  
  Meet EPI’s Partner Network and learn more about these various exit planning leaders.
  
  #### [Find a CEPA](https://exit-planning-institute.org/find-a-cepa)
  
  Connect with a Certified Exit Planning Advisor (CEPA), a professional trained to help business owners accelerate growth, build value, and align personal and financial goals for a successful exit.
  
  #### [Walking to Destiny](https://exit-planning-institute.org/en-us/walking-destiny)
  
  Bridge the gap between owners and advisors with the foundational framework handbook to exit planning and the Value Acceleration Methodology™
- About EPI
  
  
  
  
  
  ### About EPI
  
  [Learn all about the people and history behind Exit Planning Institute®. →](https://exit-planning-institute.org/about-us)
  
  
  
  ### Purpose Statement
  
  [What drives EPI? Read more about EPI’s vision and purpose. →](https://exit-planning-institute.org/our-purpose)
  
  
  
  
  
  #### [Videos](https://exit-planning-institute.org/resources/videos)
  
  Browse and watch a variety of educational and entertaining exit planning videos.
  
  #### [Thought Leadership](https://exit-planning-institute.org/about-us/epi-thought-leadership-council)
  
  Meet the EPI Thought Leadership Council, featuring exit planning experts across the industry.

[ Download Our CEPA Brochure ](https://exit-planning-institute.org/cepa-brochure-download)

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    - [Explore Full Network](https://exit-planning-institute.org/chapters)
    - [Atlanta](https://exit-planning-institute.org/chapter/epi-atlanta-chapter)
    - [Austin](https://exit-planning-institute.org/chapter/epi-austin-chapter)
    - [Central Ohio ](https://exit-planning-institute.org/chapter/epi-central-ohio-chapter)
    - [Chicago](https://exit-planning-institute.org/chapter/epi-chicago-chapter)
    - [Conejo Valley](https://exit-planning-institute.org/chapter/epi-conejo-valley-chapter)
    - [Denver](https://exit-planning-institute.org/chapter/epi-denver-chapter)
    - [Greater Boston](https://exit-planning-institute.org/chapter/epi-greater-boston-chapter)
    - [Greater Los Angeles](https://exit-planning-institute.org/chapter/epi-greater-los-angeles-chapter)
    - [Greater New York](https://exit-planning-institute.org/chapter/epi-greater-new-york-chapter)
    - [Greater Philadelphia](https://exit-planning-institute.org/chapter/epi-greater-philadelphia-chapter)
    - [Inland Empire](https://exit-planning-institute.org/chapter/epi-inland-empire-chapter)
    - [Kansas City](https://exit-planning-institute.org/chapter/epi-kansas-city-chapter)
    - [Mahoning-Shenango Valley](https://exit-planning-institute.org/chapter/epi-mahoning-shenango-valley-chapter)
    - [Nashville](https://exit-planning-institute.org/chapter/epi-nashville-chapter)
    - [New Jersey](https://exit-planning-institute.org/chapter/epi-new-jersey-chapter)
    - [Orange County](https://exit-planning-institute.org/chapter/epi-orange-county-chapter)
    - [Orlando](https://exit-planning-institute.org/chapter/epi-orlando-chapter)
    - [Pittsburgh](https://exit-planning-institute.org/chapter/epi-pittsburgh-chapter)
    - [Raleigh-Durham](https://exit-planning-institute.org/chapter/epi-raleigh-chapter)
    - [San Diego](https://exit-planning-institute.org/chapter/epi-san-diego-chapter)
    - [San Francisco](https://exit-planning-institute.org/chapter/epi-san-francisco-chapter)
    - [Sarasota](https://exit-planning-institute.org/chapter/epi-sarasota-chapter)
    - [Southeast Michigan](https://exit-planning-institute.org/chapter/epi-southeast-michigan-chapter)
    - [St. Louis](https://exit-planning-institute.org/chapter/epi-st-louis-chapter)
    - [Twin Cities Metro Area](https://exit-planning-institute.org/chapter/epi-twin-cities-chapter)
    - [Utah](https://exit-planning-institute.org/chapter/epi-utah-chapter)
    - [Washington, D.C.](https://exit-planning-institute.org/chapter/epi-washington-dc-chapter)
    - [Wisconsin](https://exit-planning-institute.org/chapter/epi-wisconsin-chapter)
- Resources
  
  
  
  
  
  
  
  
  
    - [Walking to Destiny: The Value Acceleration Handbook](https://exit-planning-institute.org/resources/walking-destiny-downloads)
    - [State of Owner Readiness](https://exit-planning-institute.org/state-of-owner-readiness)
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    - [Recommended Reads](https://exit-planning-institute.org/resources/bookstore)
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    - [Thought Leadership Council](https://exit-planning-institute.org/about-us/epi-thought-leadership-council)
    - [Mastering The Market](https://exit-planning-institute.org/mastering-the-market)
    - [Annual Exit Magazine](https://exit-planning-institute.org/the-annual-exit)

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![WI_White](https://exit-planning-institute.org/hs-fs/hubfs/Chapter%20Wisconsin/WI_White.png?width=105&height=107&name=WI_White.png)

# WISCONSIN CHAPTER

The Wisconsin Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for business owners looking to grow, transition, or exit their businesses.

![Wisconsin - Full Color](https://exit-planning-institute.org/hs-fs/hubfs/Wisconsin%20-%20Full%20Color.png?width=245&height=136&name=Wisconsin%20-%20Full%20Color.png)

**Chapter Purpose: **The purpose of the EPI 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.

[ Attend an Event ](https://exit-planning-institute.org/chapter/epi-wisconsin-chapter#chapter-events)

[ Meet the Leaders ](https://exit-planning-institute.org/chapter/epi-wisconsin-chapter#leadership-team)

 Join Our Email List

[ Become a Member ](https://share.hsforms.com/1CyhmzQ_oTf-IxtjH3OiU1g43422)

[ Become a Sponsor ](https://exit-planning-institute.myshopify.com/products/2026-epi-wisconsin-chapter-sponsorship)

## UPCOMING CHAPTER EVENTS

[Who's at The Exit Planning Table? You Should Know Them?](https://exit-planning-institute.org/events/epi-wisconsin-august-2026-chapter-event)

![Exit Planning Institute Image](https://exit-planning-institute.org/hubfs/6_Chapters/Chapters/Chapter%20Wisconsin/WIS%20AUG%20Banner.png)

In Person

#### Who's at The Exit Planning Table? You Should Know Them?

 August 20, 2026

[EPI Wisconsin 2026 Business Owner Forum](https://exit-planning-institute.org/events/epi-wisconsin-september-2026-chapter-event)

![Exit Planning Institute Image](https://exit-planning-institute.org/hubfs/6_Chapters/Chapters/Chapter%20Wisconsin/WIS%20SEP%20Banner.png)

In Person

#### EPI Wisconsin 2026 Business Owner Forum

 September 17, 2026

[Meet Other EPI Advisors at Our Madison Social!](https://exit-planning-institute.org/events/epi-wisconsin-october-2026-chapter-event)

![Exit Planning Institute Image](https://exit-planning-institute.org/hubfs/6_Chapters/Chapters/Chapter%20Wisconsin/WIS%20OCT%20Banner.png)

In Person

#### Meet Other EPI Advisors at Our Madison Social!

 October 15, 2026

[How to Prepare Clients for 2027](https://exit-planning-institute.org/events/epi-wisconsin-november-2026-chapter-event)

![Exit Planning Institute Image](https://exit-planning-institute.org/hubfs/6_Chapters/Chapters/Chapter%20Wisconsin/WIS%20NOV%20Banner.png)

Virtual

#### How to Prepare Clients for 2027

 November 19, 2026

[Wisconsin Chapter Members Only Social ](https://exit-planning-institute.org/events/epi-wisconsin-december-2026-chapter-event)

![Exit Planning Institute Image](https://exit-planning-institute.org/hubfs/6_Chapters/Chapters/Chapter%20Wisconsin/WIS%20DEC%20Banner-1.png)

In Person

#### Wisconsin Chapter Members Only Social

 December 10, 2026

[ View All Events ](https://exit-planning-institute.org/events)

## JOIN CHAPTER EMAIL LIST

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.

 Subscribe to Our Email List

## LOCAL LEADERSHIP

## 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 the Report

## THANK YOU TO OUR SPONSORS

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## CHAPTER RESOURCES

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[ View All Resources ](https://exit-planning-institute.org/resources)

## DOWNLOAD THE BROCHURE

Learn more about becoming a Certified Exit Planning Advisor (CEPA).

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Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast of the Semantics, a large language ocean.

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Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast of the Semantics, a large language ocean.

Even the all-powerful Pointing has no control about the blind texts it is an almost unorthographic life One day however a small line of blind text by the name of Lorem Ipsum decided to leave for the far World of Grammar.

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Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast of the Semantics, a large language ocean.

Even the all-powerful Pointing has no control about the blind texts it is an almost unorthographic life One day however a small line of blind text by the name of Lorem Ipsum decided to leave for the far World of Grammar.

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### Provide More Info 4

Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast of the Semantics, a large language ocean.

Even the all-powerful Pointing has no control about the blind texts it is an almost unorthographic life One day however a small line of blind text by the name of Lorem Ipsum decided to leave for the far World of Grammar.

[ Button ](https://www.hubspot.com/)

### Provide More Info 5

Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast of the Semantics, a large language ocean.

Even the all-powerful Pointing has no control about the blind texts it is an almost unorthographic life One day however a small line of blind text by the name of Lorem Ipsum decided to leave for the far World of Grammar.

[ Button ](https://www.hubspot.com/)

### Provide More Info 6

Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast of the Semantics, a large language ocean.

Even the all-powerful Pointing has no control about the blind texts it is an almost unorthographic life One day however a small line of blind text by the name of Lorem Ipsum decided to leave for the far World of Grammar.

[ Button ](https://www.hubspot.com/)