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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.

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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

Valuations as a Tool
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Virtual

Valuations as a Tool

November 21, 2024
Mastering Strategic Planning: Unlock Growth and Success for Your Clients
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Virtual

Mastering Strategic Planning: Unlock Growth and Success for Your Clients

January 23, 2025
EPI Wisconsin Chapter Social / Networking Event
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In Person

EPI Wisconsin Chapter Social / Networking Event

February 20, 2025
Aligning Talent & Strategy: Positioning Key Players for Success Before Sale
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In Person

Aligning Talent & Strategy: Positioning Key Players for Success Before Sale

March 20, 2025
A Guide to Selling Your Business for Maximum Value
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Virtual

A Guide to Selling Your Business for Maximum Value

April 17, 2025
Future-Proofing Your Succession: Planning for Smooth and Sudden Transitions
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In Person

Future-Proofing Your Succession: Planning for Smooth and Sudden Transitions

May 22, 2025
Networking on the Green: Putt-ing People Together
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In Person

Networking on the Green: Putt-ing People Together

June 26, 2025
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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!

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