Wisconsin Chapter of the Exit Planning Institute
Press Release

The Exit Planning Institute, Wisconsin Chapter, presents “Helping Business Owners Overcome the Psychological Barriers of Ownership Transitions: Moving from Procrastination to Action”

 

Robert Young. Photo courtesy of the Wisconsin Chapter of The Exit Planning Institute.

Robert Young. Photo courtesy of the Wisconsin Chapter of The Exit Planning Institute.

Milwaukee, Wis. and Madison, Wis. – January 2, 2019, – The Wisconsin Chapter of The Exit Planning Institute (EPI) is presenting “Helping Business Owners overcome the Psychological Barriers of Ownership Transitions:  Moving from Procrastination to Action.” The program is January 14, 2020, at 8:00 a.m. – 9:30 a.m. in two locations, Milwaukee and Madison, Wis. Networking begins at 8:00 a.m., and the program begins at 8:30 a.m. Fee for the program is $25.

Keynote at the event is Robert Young, Psy.D., co-founder and licensed business psychologist with Ascend Talent Strategies, Inc. Erik Owen, CPA, CEPA, president and founder of Oak Hill Business Partners will be interviewer/facilitator during the program.

Martha Sullivan, CPA, CEPA, president of EPI’s Wisconsin Chapter, said, “As our clients trusted advisor, we are often in the role of confidant and counselor. I’m looking forward to the conversation with Dr. Young to gain insights on how to help clients navigate the psychological roller coaster of major changes in their companies and lives.”

The presentation will explore some of the most common psychological barriers or emotional constraints business owners face as they face a transition out of a position of leadership and ownership. Often these barriers or distractions can trigger procrastination, confusion or mixed-messaging, and an overall lack of clear, consistent direction within ownership transition and management succession planning process.

The Milwaukee workshop will be at PNC Bank, 411 E. Wisconsin Avenue, Milwaukee, Wis. 53202. To register, go to https://ox242.infusionsoft.com/app/manageCart/showManageOrder

The Madison workshop will be at Honkamp Krueger & Co., P.C., 251 Progress Way, Suite One, Waunakee, Wis. 53597. To register, go to https://ox242.infusionsoft.com/app/manageCart/showManageOrder

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.’

We develop educational 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, visit www.EPIWisconsin.org.

Mentioned in This Press Release

Leave a Reply

You must be an Urban Milwaukee member to leave a comment. Membership, which includes a host of perks, including an ad-free website, tickets to marquee events like Summerfest, the Wisconsin State Fair and the Florentine Opera, a better photo browser and access to members-only, behind-the-scenes tours, starts at $9/month. Learn more.

Join now and cancel anytime.

If you are an existing member, sign-in to leave a comment.

Have questions? Need to report an error? Contact Us