Transition Planning In the Face of Uncertainty: Overcoming Owners Reluctance to Focus on
Business Evolution

WISCONSIN VIRTUAL & IN-PERSON CHAPTER EVENT

Transition Planning In the Face of Uncertainty: Overcoming Owners Reluctance to Focus on Business Evolution


This year’s theme for EPI Wisconsin Chapter is “Maximizing Your Greatest Asset – Your Business.” The 2022 chapter meetings and events will focus on this theme throughout the year and culminate into our annual owner’s forum in November. The January chapter meeting is Transition Planning In the Face of Uncertainty: Overcoming Owners’ Reluctance to Focus on Business Evolution. This program will feature three professionals discussing the importance of business owners personal planning, business planning and cleaning up financials.

 

Learning Objectives:

  • Networking with other owners
  • A wealth strategist will discuss the importance of personal planning and knowing what you need from the business
  • Hear from a CEPA/Business Consultant as they discuss the importance of broad business planning
  • Learn from a valuation professional the importance of cleaning up your financials, quality of earnings, etc.
  • Dress is business casual
  • Continental breakfast will be provided

 

About the Presenters:

Learn from industry experts, Susan Baran J.D., CFP, AEP, CEPA, Vice President and Senior Wealth Strategist, PNC Private Bank, Erik Owen, President, Oak Hill Business Partners, and Dan Peterson, Managing Director, Valuation Research Corporation.

Meet the Presenters

 

Thank You to Our Sponsors:

 

 

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIWisconsin.org.

About the Presenters


Susan Baran, J.D., CFP, AEP, CEPA

Susan Baran, J.D., CFP, AEP, CEPA

Vice President and Senior Wealth Strategist, PNC Private Bank

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Erik Owen

Erik Owen

President, Oak Hill Business Partners

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Dan Peterson

Dan Peterson

Managing Director, Valuation Research Corporation

VIEW BIO