The 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 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 Wisconsin Owners Forum

2019 Wisconsin Owners Forum

The Wisconsin Owners Forum is a half-day educational event for business owners and their key partners to hear from star-studded keynote and expert speakers in the fields of business strategy, exit planning, succession planning, and marketplace trends.

NOV 14, 2019

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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.

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Local Leadership




Scott Miller, CEPA, CPA/ABV, CVA
Enterprise Services
P: (262) 646-6490

Email Scott



Martha Sullivan, CEPA, CPA, CVA/ABV, CM&AA
Honkamp Krueger & Co., P.C.
P: (608) 850-1510

Email Martha



Bill Otto, CEPA, CLTC
Investors Advisory Group, LLC
P: (262) 446-8150

Email Bill

Thank You to Our Sponsors