Our fourth annual Business Owners Forum provides owners with a look at the future – where the business has the potential to go and how business owners may maximize the value of their greatest personal asset – their business.

Attendees will learn the personal journey of three business owners that have gone through the full entrepreneurial journey, including selling the company to monetize the value of their companies.

Additionally, this Forum will feature an “Ask Me Anything” panel of advisors from the local EPI Chapter. A CPA and value growth advisor, financial and insurance advisor, transactional attorney, and investment banker will field audience questions to help an owner grow, protect, and successfully transition their business asset from paper wealth to money in the bank.

This event helps to connect the dots, showcasing three different paths to maximizing your greatest asset – your business.

This event is for business owners; however, advisors are welcome with a business owner guest.

Learning Objectives:

  • Network with other owners
  • Illustrate the process for growing a highly valuable business
  • Compare different owner’s experiences in the exit process
  • Highlight the process of converting paper wealth into tangible, money-in-the-bank wealth
  • Emphasize the importance of aligning business, personal, and financial goals
  • Learn more about using your advisory team in the process
  • Dress is business casual
  • Networking reception including drinks and appetizers

About the Presenters:

Learn from industry experts, Connie Hegerfeld, Former EVP, COO Women’s International Pharmacy, Gerry Fleisher, President and CEO Retired, 5 Alarm Fire and Safety Equipment, LLC, Cheryl Tesch, Business Development Manager and Insurance Specialist, IAG Wealth Partners, LLC, David J. Sisson, Shareholder, Reinhart Boerner Van Deuren s.c., Martha Sullivan, CPA, ABV, CEPA, President of Provenance Hill Consulting, LLC and Consultant with The Family Business Consulting Group, and Steven G. Sprindis, Co-Founder and Managing Director, Waypoint Private Capital.

Thank you to our Sponsors

Event Location

Event Details

Date: Thursday, November 03, 2022
Time: 1:30 pm - 6:00 pm Central Time
Where: Westmoor Country Club, 400 N Moorland Rd, Brookfield, WI 53005
Cost: $75
Register Now

Who Should Attend?

  • Attorneys

    You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.

  • CPAs/Accountants

    Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.

  • Wealth Managers

    You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.

  • Financial Advisors

    One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.

  • Valuation Analysts

    Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.

  • Investment Bankers

    Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.

  • Estate Planners

    Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.

  • Strategic Consultants

    One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.

  • Insurance Professionals

    Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.

  • Mergers & Acquisition Advisors

    Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.

  • Commercial Lenders

    One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.

  • Family Business Advisors

    More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.

  • Other Professional Advisors

    Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.


The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.