Erik Owen, Oak Hill Business Partners, Named President of Exit Planning Institute of Wisconsin
Milwaukee, Wis. – March 23, 2021 –Erik Owen, CEPA, CPA, founder and president of Oak Hill Business Partners, has been named president of the Exit Planning Institute, Wisconsin Chapter.
The Wisconsin Chapter of the Exit Planning Institute is a group of 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 business community.
Owen said, “I’m excited to take on the role of president of the Wisconsin chapter of EPI. Helping business owners understand their options and plan and execute their exit plan is important work, not only for the owner and their family, but for their employees and the business community.”
“The WI chapter of EPI is focused on continuing to build a community of advisors who can help business owners and their organizations achieve excellent outcomes through education as well as execution. I’m honored to work with a group of dedicated and smart advisors to build this community, engage owners, and have some fun,” continued Owen.
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. The chapter develops, encourages and fosters the adoption of best practices for the exit planning profession.
Oak Hill Business Partners is an eleven-year-old 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. Founded in 2009, Oak Hill Business Partners has been named to the annual top management consulting firms list four times by the Milwaukee Business Journal.