EPI Hosts "The Year of Risk and Its Impact on Owning a Business"

The Wisconsin Chapter of The Exit Planning Institute (EPI) is presenting “The Year of Risk and Its Impact on Owning a Business.” The program is November 10, 2020 at 8:00 – 9:30 a.m. via Zoom. Networking begins at 8:00 a.m., and the program is 8:30 – 9:30 a.m. There is no fee for the program. A Zoom link will be emailed after registration.

Keynotes at the event are Anthony Law and Dan Peterson, managing directors, Valuation Research Corporation. Moderator is Martha Sullivan, president, Provenance Hill Consulting, LLC.

Martha Sullivan, CPA, CEPA, president of EPI’s Wisconsin Chapter, said, “2020 has been like driving a small car down a bad Wisconsin-winter road, filled with unexpected hills, curves and potholes. You just don’t know what risk lies ahead the next bend. Managing risk is a key driver of value of a business. I’m looking forward to hearing Dan & Tony’s perspectives on how risk will shape valuations going into 2021.”

The presentation will cover how business valuations have adjusted in response to the pandemic, and how owners and advisors are addressing their transitions and the impact on mergers and acquisition activity.

To register, please go to https://exit-planning-institute.org/events/event/epi-wisconsin-november-2020-chapter-event/

The Wisconsin Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for middle market owners looking to grow, transition, or exit their business. The purpose of the Wisconsin Chapter is to create a forum where the local community of professional advisors can collaborate to address unique needs of the community.

We develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful growth and exit of their business. Our chapter develops, encourages and fosters the adoption of best practices for the exit planning profession. For more information, visit www.EPIWisconsin.org.