EPI WI Chapter Annual Owner’s Forum – Bringing It All Together To Maximize Your Greatest Asset, Your Business

WISCONSIN VIRTUAL & IN-PERSON CHAPTER EVENT

EPI WI Chapter Annual Owner's Forum - Bringing It All Together To Maximize Your Greatest Asset, Your Business


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.

Meet the Presenters

 

Thank You to Our Sponsors:

 

 

This meeting will be at Westmoor Country Club.

Address: 400 N Moorland Rd, Brookfield, WI 53005.

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


Gerry Fleisher
Cheryl Tesch
David J. Sisson
Martha Sullivan
Steven G. Sprindis