WI_White

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

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.

UPCOMING CHAPTER EVENTS

Putting Contest
Exit Planning Institute Image
In Person

Putting Contest

June 20, 2024

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.

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!

CHAPTER RESOURCES

Decentralizing the Business Owner
Exit Planning Institute Image
Infographic

Decentralizing the Business Owner

Do you know the risks in with a business that is completely dependent on the owner?

Five Stages of Value Maturity Infographic
Exit Planning Institute Image
Infographic

Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

THANK YOU TO OUR SPONSORS

DOWNLOAD THE BROCHURE

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