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

Stop Leaving Money <br> on the Table

Stop Leaving Money
on the Table

This meeting will teach you how to engage owner’s in this plan to succession, and more. We hope to see you there!

JAN 26, 2023

Opening Conversations with Business Owners

Opening Conversations with Business Owners

Through this case study, you will collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice.

FEB 23, 2023

Posh Nosh <br> and Pour

Posh Nosh
and Pour

Come join the community to build on existing professional relationships and make new ones to deepen your bench of professionals.

MAR 23, 2023

Case Study: The Triggering Event Engagement

Case Study: The Triggering Event Engagement

Join chapter experts as they dive into the triggering event and lead a discussion on Jim’s personal goals, wealth gap, readiness, and more.

APR 20, 2023

How PE Firms Add Value to <br> Their Assets

How PE Firms Add Value to
Their Assets

They will share how PE firms add value to their assets and how enterprise value can be enhanced in advanced of the sale.

MAY 18, 2023

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succession planning industry. Submit your contact information
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new articles, exclusive whitepapers, market research, and training programs.

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Local Leadership




Erik Owen, CPA, CEPA
Oak Hill Business Partners
P: (262) 299-5526

Email Erik

Past President

Past President

Martha Sullivan, CEPA, CPA, ABV, CM&AA , CVGA
Provenance Hill Consulting, LLC
P: (608) 445-5727

Email Martha



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

Email Bill



Leesa Gilliam, CTFA, CEPA
PNC Bank
P: (414) 270-7823

Email Leesa



Cheryl Tesch
IAG Wealth Partners
P: (262) 446-8150

Email Cheryl



Steven Sprindis, CFA
Waypoint Private Capital, Inc.
P: (608) 515-3354

Email Steven



Andy Oliver
Accel Advisory Group, LLC
P: (414) 803-0227

Email Andy

Thank You to Our Sponsors