Don’t Get Derailed While Planning

Your Business Evolution


Don't Get Derailed While Planning Your 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 September chapter meeting is Don’t Get Derailed While Planning Your Business Evolution. This program will feature five professionals discussing the business owners importance of family dynamic psychology, how to properly prepare for the due diligence phase of your business evolution, key insurance components when buying and selling, and governance procedures to avoid litigation.


Learning Objectives:

  • Networking with other members
  • A business psychologist will discuss the how to not let family dynamics derail your business evolution
  • Hear from an insurance specialist on the key components of an insurance review when buying or selling
  • Learn from a business consultant on how to prepare for the due diligence phase of your business evolution
  • An attorney will discuss governance procedures to avoid litigation
  • Dress is business casual
  • Continental breakfast will be provided


About the Presenters:

Learn from industry experts, Robert Young, Psy.D., Co-Founder and Business Psychologist, Ascend Talent Strategies, Cheryl Tesch, Business Development Manager and Insurance Specialist, IAG Wealth Partners, LLC, Martha Sullivan, CPA, ABV, CEPA, President of Provenance Hill Consulting, LLC and Consultant with The Family Business Consulting Group, and David J. Sisson, Shareholder, Reinhart Boerner Van Deuren s.c. Moderated by Leesa Gilliam, CTFA, CEPA, Vice President, Senior Relationship Strategist, PNC Private Bank.

Meet the Presenters


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

About the Presenters

Robert Young, Psy.D.
Cheryl Tesch <br>
Martha Sullivan, CPA, ABV, CEPA
David J. Sisson <br>
Leesa Gilliam, CTFA, CEPA