Business & Tech
EPI Wisconsin Holds Successful 2021 Owners Forum
Exit Planning Institute Wis. Chapter Brought Together Four Business Owners & Their Advisors Sharing Candid Interviews On Their Exit Options
The Wisconsin Chapter of The Exit Planning Institute (EPI) held its 2021 Owners Forum on November 4, 2021, at Westmoor Country Club, Brookfield, Wis. Attendance was over 40 people with the majority being business owners.
Erik Owen, president of EPI Wisconsin, and president and founder of Oak Hill Business Partners, said, “I am proud of this event and the team that put it together. The business owners and their advisors that shared their stories were engaging and insightful and the feedback we got from attendees was fantastic. The EPI Wisconsin community is committed to educating and assisting business owners with their transitions and this event demonstrates that well.”
The format this year was candid and open individual interviews with four business owners, revealing their experiences with several exit options. They shared how they used their advisory team in the process – what worked well and not so well.
Find out what's happening in Milwaukeefor free with the latest updates from Patch.
The exits ranged from the process of exploring their options, to transitioning a distributorship back to the corporate parent, to choosing an ESOP as the best option after multiple trips with potential third-party buyers, to selling a company to a strategic buyer.
Sponsors of the event were IAG Wealth Partners, Murphy Associates, Oak Hill Business Partners, PNC Bank, Provenance Hill Consulting, LLC, Waypoint Private Capital, Accel Advisory Group, and IBAW – Independent Business Association of Wisconsin.
Find out what's happening in Milwaukeefor free with the latest updates from Patch.
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 Wisconsin Chapter is a community of professional advisors that collaborate to address the unique needs of the community.
EPI Wisconsin develops bi-monthly educational and networking 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, contact Erik Owen at 262-299-5526 or visit www.EPIWisconsin.org.
