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Business & Tech

Oak Hill Business Partners Begins 14th Year in Business

Brookfield, Wis.-based Firm to be Celebrated at October 13th Reception for Friends, Clients, and Referral Partners

Erik Owen, president, Oak Hill Business Partners
Erik Owen, president, Oak Hill Business Partners

Oak Hill Business Partners, a boutique management consulting firm in Southeastern Wisconsin, is beginning its 14th year in business. The anniversary will be celebrated at a reception for friends, clients, and referral partners at Westmoor Country Club in Brookfield on October 13, 2022.

Erik Owen, CEPA, CPA, founder and president of Oak Hill Business Partners, said, “We are excited to celebrate the start of our 14th anniversary with so many of our referral partners and clients. A big thank you to the people who have helped us build Oak Hill into what it has become. We are also proud to serve our clients by delivering increased company value as well as exit planning and implementation for them. Both give our clients more options and ultimately create opportunities for them to monetize their business.”

“Our story continues with three clients exited (sold) and six new clients in the last 12 months. All of this reflects our strong commitment to client-focused results,” added Owen.

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Judi Murphy, MBA, partner at Oak Hill, said, “I met Erik fourteen years ago when he was founding Oak Hill Business Partners, and have been with him and the firm ever since. Our team continues to embody leadership, experience, and care for our clients.”

Andy Oliver, CEPA, partner at Oak Hill, said, “The trust and reputation Oak Hill has built over 14 years is impressive and guides our intention with every client. We continue to work to innovate in helping business owners strategically grow their business and help guide them towards a desired transition or exit.”

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Owen has earned his advanced Certified Exit Planning Advisor (CEPA). CEPA is the globally recognized, advanced-level professional certification for business advisors, accountants and financial professionals. Murphy has earned her Master’s in Business and has certifications in brand journalism strategy, marketing strategy, social media marketing, and public relations. Oliver previously owned and exited two companies and earned his CEPA certification.

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 14th 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.

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