EPI WI Chapter Annual Owner’s Forum


Owners Share How Their Advisory Teams Impacted Their Exit Experiences

Join us for our third annual Owner’s Forum.  The format this year is individual interviews with owners revealing their experiences.  We will cover several different exit options and provide time for attendees to ask questions.


Learning Objectives:

  • Networking with other owners
  • Learn about different exit options
  • Compare different owner’s experiences in the exit process
  • Learn more about using your advisory team in the process
  • Dress is business casual
  • Drinks and appetizers after the interviews


About the Presenters:

Multiple chapter leaders will interview owners on their experiences in the exit process and how they worked with their advisory team.


Thank You to Our Sponsors:




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.