Business & Tech
EPI Wisconsin Hosts its Next Program on September 13, 2022
Exit Planning Institute of Wisconsin Presents "Don't Get Derailed While Planning Your Business Evolution" in Milwaukee and Madison
The Wisconsin Chapter of The Exit Planning Institute (EPI) hosts “Don’t Get Derailed While Planning Your Business Evolution” on September 13, 2022, 8:00 a.m. – 9:30 a.m. The event will be held at Westmoor Country Club, 400 S. Moorland Road, Brookfield, Wis., at Johnson Bank, 5201 E. Terrace Drive, Madison, Wis., and via Zoom.
Guest speakers for the September chapter meeting are 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.
Erik Owen, president of EPI Wisconsin, said, “This is a highly experienced group of professionals that will bring some great insights regarding business growth and business owner exits. I’m excited to hear about their experiences.”
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Registration for the program is $25.00. To register: https://share.hsforms.com/1VLzSS-LNStq8PtBGrTEMfQ43422
Sponsors of the program are PNC Bank, I.A.G. Wealth Partners, Oak Hill Business Partners, Provenance Hill Consulting, LLC, Accel Advisory Group, Waypointe Private Capital, and Murphy Associates.
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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.
