Erik Owen, CEPA, CPA, Named President-Elect of EPI Wisconsin

Erik Owen, CPA. CEPA. owner and founder of Oak Hill Business Partners, a boutique management consulting firm in Southeastern Wisconsin, has been named president-elect of the Wisconsin Chapter of the Exit Planning Institute.

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 creates a forum where the local community of professional advisors can collaborate to address unique needs of the community.

Erik Owen said, “I’m honored to have been named president-elect of the Wisconsin Chapter. Our main objective is to educate business owners and advisors on the importance of knowing their options and preparing for exit so they can ensure a successful transition, however they define it.”

Owen earned his Certified Exit Planning Advisor (CEPA) in 2019. CEPA is the globally recognized, advanced-level professional certification for accountants and financial professionals in business.

Oak Hill Business Partners is a boutique management consulting firm serving lower-middle market closely-held companies. Based in Milwaukee, our partners focus on helping growing companies become scalable by applying functional excellence in finance & administration, sales, marketing, and operations.

Oak Hill also helps company owners plan and execute transition/exit planning holistically. Our partners work with a team of advisors including wealth and legal advisors to help owners understand their options for transition in the business and execute the plan that meets their specific needs.

Oak Hill Business Partners is in its tenth year and has been named to the annual top management consulting firms list four times by the Milwaukee Business Journal. For more information, contact Erik Owen, CPA & CEPA at 262-299-5526, erik.owen@OakHillBP.com, or http://OakHillBP.com.