Stop Leaving Money on the Table: Help Business Owner’s Create a Roadmap to Avoid Succession /

Sale Chaos


Stop Leaving Money on the Table: Help Business Owner's Create a Roadmap to Avoid Succession/Sale Chaos

During this session, you will hear from a Certified Financial Planner and Business consultant. They will share how they marry the Personal and Business planning for owner’s to avoid the potholes of the journey to succession. This meeting will teach you how to engage owner’s in this plan to succession, and more. We hope to see you there! 


Learning Objectives:

  • Learn how to engage owners in development of a personal plan to succession.
  • Hear how you can guide owners to maximize the value of their enterprise.
  • Learn key steps owners should take to have a successful succession.


About the Presenters:

Learn from industry experts, Robert Holton, MBA, CWS®, Vice President of Wealth Management, R&R Wealth Management, LLC and Erik Owen, President, Oak Hill Business Partners.

Meet the Presenters

This meeting will be at Westmoor Country Club.

Address: 400 S Moorland Rd, Brookfield, WI 53005


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

About the Presenters

Robert Holton, MBA, CWS®

Robert Holton, MBA, CWS®

Vice President of Wealth Management, R&R Wealth Management, LLC

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Erik Owen

Erik Owen

President, Oak Hill Business Partners

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