Erik Owen, CPA, Serves As Panelist At 2018 Wisconsin Owners Forum

Erik Owen, CPA, president and owner of Oak Hill Business Partners recently served as a panelist at the Wisconsin Chapter of The Exit Planning Institute’s™ (EPI™) 2018 Wisconsin Owners Forum.

Pioneering an industry since 2005, EPI™ serves an elite, high caliber group of professional advisors, all committed to serving the needs of business owners from diverse areas of professional specialty including attorneys, CPAs and accountants, business brokers, financial planners, valuation advisors, investment bankers, estate planners, commercial lenders, consultants, wealth managers, insurance professionals, mergers & acquisition advisors, and other professional advisors.

Erik Owen said, “EPI is a great organization, and it was exciting to see so many business owners at the Owners Forum seeking a better understanding of the exit planning process. I was honored to participate in educating them on how to maximize the value of their business.”

Owen has over 28 years of business leadership experience and has championed finance and cross-functional teams in organizations including M&I Bank, Johnson Controls, Gateway Plastics, Rockwell Automation, and DCI Marketing. He spent 12 of those years as CFO/ Controller of a privately-held company or a division of a larger company, and the last nine years leading Oak Hill and advising clients. Owen serves on the leadership board of the Wisconsin Chapter of EPI™.

Owen’s global experience spans the manufacturing, construction, services, distribution, and banking sectors and includes the following functional areas: finance, accounting, information technology, leadership, sourcing, logistics, customer service, credit & collections, lean/six sigma, general management, and business development.

Oak Hill Business Partners is a boutique management consulting firm serving lower-middle market closely-held companies. Based in Milwaukee, our partners focus on helping growing companies become scalable by applying functional excellence in finance & administration, sales, marketing, and operations.

Oak Hill also helps company owners plan and execute transition/exit planning holistically. Oak Hill partners work with a team of advisors including wealth and legal advisors to help owners understand their options for transition in the business and execute the plan that meets their specific needs.

Oak Hill Business Partners is in its tenth year and has been named to the annual largest management consulting firms list four times by the Milwaukee Business Journal.

For more information, contact Erik Owen, CPA, at 262-853-0015, erik.owen@OakHillBP.com, or http://OakHillBP.com.