Wisconsin

CHAPTER

*FACE TO FACE MEETINGS SUSPENDED UNTIL APRIL 30*

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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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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Upcoming Chapter Events


Help Owners Overcome the Barriers of Transition

Help Owners Overcome the Barriers of Transition

Explore some of the most common psychological barriers or emotional constraints business owners (family or non-family owned and operated business owners) face as they transition out of a position of leadership and ownership.

MAY 12, 2020

Social Event Save<br>the date

Social Event Save
the date

The EPI Wisconsin Local Chapter brings together a diverse group of professionals from a wide range of specialties. Save the date and join your local chapter to access the best content in the exit and succession planning industry.

JUL 14, 2020

Addressing the Personal Side of the Equation

Addressing the Personal Side of the Equation

Personal financial planning is a key component of the business succession plan and in order to avoid disaster, you need to address it. Understand and avoid the pitfalls of skipping the personal planning component of business succession planning.

SEP 08, 2020

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EPI provides leading advisors the best content in the exit and
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


 

President

President

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

Email Martha

President-Elect

President-Elect

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

Email Erik

Leadership

Leadership

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

Email Bill

Leadership

Leadership

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

Email Leesa

Leadership

Leadership

Judi Murphy
Murphy Associates, Oak Hill Business Partners
P: (262) 786-7424

Email Judi

Leadership

Leadership

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

Email Cheryl

Thank You to Our Sponsors