EPI Wisconsin Hosts May Program Via Zoom

The Wisconsin Chapter of The Exit Planning Institute (EPI) is presenting “Helping Business Owners Overcome the Psychological Barriers of Ownership Transitions: Moving from Procrastination to Action.” The program is May 12, 2020, at 8:00 a.m. – 9:30 a.m., via Zoom. Networking begins at 8:00 a.m., and the program begins at 8:30 a.m. There is no fee for this program. A Zoom link will be emailed after registration.

The keynote at the May 12th event is Robert Young, Psy.D., co-founder and licensed business psychologist with Ascend Talent Strategies, Inc., Milwaukee, Wis. Erik Owen, CPA, CEPA, president and founder of Oak Hill Business Partners, Brookfield, Wis. will be interviewer/facilitator during the program.

Martha Sullivan, CPA, CEPA, president of EPI’s Wisconsin Chapter, said, “As our clients trusted advisor, we are often in the role of confidant and counselor. I’m looking forward to the conversation with Dr. Young to gain insights on how to help clients navigate the psychological roller coaster of major changes in their companies and lives.”

The presentation will explore some of the most common psychological barriers or emotional constraints business owners face as they face a transition out of a position of leadership and ownership. Often these barriers or distractions can trigger procrastination, confusion or mixed-messaging, and an overall lack of clear, consistent direction within ownership transition and management succession planning process.

The program speakers will also address issues in the current environment and business owners’ mindset going forward in a “VUCA world” filled with Volatility, Uncertainty, Complexity and Ambiguity.

To register, please go to https://ox242.infusionsoft.com/app/form/virtual-chapter-meeting-rsvp-form-wis-may-12

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.

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