The Exit Planning Institute, Wisconsin Chapter, Names Leadership Board
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.
Milwaukee, Wis. and Madison, Wis. – December 3, 2019 – The Wisconsin Chapter of The Exit Planning Institute (EPI) has named its leadership board for 2020, following its successful annual Owners Forum held on November 21, 2019, in Milwaukee. The forum was attended by approximately 80 business owners.
Martha Sullivan, president of EPI Wisconsin said, “The Exit Planning Institute and our chapter are all about various advisors coming together in support of business owners. We all share the same goal – collaborate to improve the outcome for business owners as they buy, build and exit their companies.”
Officers of the Wisconsin Chapter are President, Martha Sullivan, CEPA, CPA, CVA/ABV, CM&AA, CVGA, Honkamp Krueger & Co., P.C., Madison, Wis; President-Elect Erik Owen, CEPA, CPA, Oak Hill Business Partners, Brookfield, Wis; and Leadership, Bill Otto, CEPA, CLTC, Investors Advisory Group, LLC, Waukesha, Wis; Leesa Gilliam, CTFA, CEPA, PNC Wealth Management, Milwaukee, Wis.; Judi Murphy, MBA, Murphy Associates and Oak Hill Business Partners, Brookfield, Wis.; and Cheryl Tesch, IAG Wealth Partners, Waukesha, Wis.
Erik Owen, president-elect of EPI Wisconsin said, “Our objective at the EPI Wisconsin Chapter 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.”
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 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 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 Martha Sullivan at 608-850-1510 or visit www.EPIWisconsin.org.
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