Oak Hill Business Partners
Press Release

Erik Owen, founder and owner of Oak Hill Business Partners, achieves Certified Exit Planning Advisor (CEPA) certification

The CEPA program is specially designed for business advisors who work closely with owners of privately held companies.

By - May 7th, 2019 11:53 am
Erik Owen. Photo courtesy of Oak Hill Business Partners.

Erik Owen. Photo courtesy of Oak Hill Business Partners.

Milwaukee, Wis. – May 7, 2019 – Erik Owen, president and owner at Oak Hill Business Partners, has achieved the Certified Exit Planning Advisor (CEPA) designation. The CEPA is the globally recognized, advanced-level professional certification for accountants and financial professionals in business. The CEPA program is the most widely accepted and endorsed professional exit planning program in the world.

The CEPA program is specially designed for business advisors who work closely with owners of privately held companies. Certified Exit Planning Advisors help to identify, protect, build, harvest and manage wealth to assist business owners and their families through an ownership transition.

Erik Owen said, “I am proud to be affiliated with a respected organization like the Exit Planning Institute and to continue to bring world-class service to our clients. The training I received only reinforced the importance of business owners being aware of the true value of their business and being prepared so they can have options available when opportunities present themselves.”

Owen was a keynote speaker at the NOMMA MetalFab 2019 conference in Indianapolis, Indiana, in March 2019, and is a well-known presenter at national conferences and workshops around the country.

Oak Hill Business Partners is a boutique management consulting firm serving lower-middle market closely-held companies. Based in Milwaukee, Wis., 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. Oak Hill 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 largest management consulting firms list four times by the Milwaukee Business Journal.

For more information, contact Erik Owen, CPA, at 262-853-0015, erik.owen@OakHillBP.com, or http://OakHillBP.com.

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