EPI Wisconsin Presents "Transition Planning in Uncertain Times"

The Wisconsin Chapter of The Exit Planning Institute (EPI) hosts “Transition Planning in the Face of Uncertainty: Overcoming Owners Reluctance to Focus on Business Evolution” on January 13, 2021 at 8:00 a.m. – 9:30 a.m. The program will be held at Westmoor Country Club, 400 S. Moorland Road, Brookfield, Wis., and Johnson Bank, 5201 E. Terrace Drive, Madison, Wis. 53718, and via Zoom.

Learn from industry experts Susan Baran, J.D., CFP, AEP, CEPA, Vice president and Senior Wealth Strategist, PNC Private Bank; Erik Owen, President, Oak Hill Business Partners; and, Dan Peterson, Managing Director, Valuation Research Corporation.

Registration for the program is $25.00. To register: https://share.hsforms.com/1RCmqpvk4TneyrvseJZeyfQ43422

Erik Owen, president of EPI Wisconsin, said, “This year’s theme for EPI Wisconsin Chapter is “Maximizing Your Greatest Asset – Your Business.” The 2022 chapter meetings and events will focus on this theme throughout the year and culminate in our annual owner’s forum in November.”

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.

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.