The Exit Planning Institute (EPI) Wisconsin Chapter will host its Business Owner Forum on September 17, from 3:30 p.m. to 6:30 p.m. at Westmoor Country Club in Brookfield, Wisconsin. The event aims to offer business owners and exit planning professionals actionable insights into successful transition strategies, with a focus on family business transitions.
This year's forum will feature interviews with three Wisconsin business owners: two who transitioned their companies to the next generation and one who sold to a public buyer. These firsthand accounts will provide attendees with real-world perspectives on the challenges and successes of ownership transitions. Additionally, five advisors who have built successful exit planning practices will share their expertise.
"EPI Wisconsin's Business Owner Forums provide a confidential space for discussions with local business owners and industry professionals focused on exit planning," said Erik Owen, President of EPI Wisconsin. "This year, we are excited to feature in-depth interviews with three family business owners who recently exited their businesses along with expert insights from five advisors who have built successful exit planning practices."
Business owner attendees will learn key strategies for successfully transitioning their business and understand the various options available to them. For exit planning professionals, including financial advisors and business consultants, the forum offers a unique opportunity to hear from family business owners who are currently undertaking leadership and ownership transitions. This exchange of experiences is crucial for advisors aiming to better serve their clients.
The event underscores the growing importance of exit planning in today's business landscape. As many baby boomer business owners approach retirement, the need for effective transition strategies has never been more critical. The forum aims to bridge the gap between theory and practice, providing actionable ideas that can be implemented immediately.
For more information and to register for the Business Owner Forum, visit the EPI site.
The Exit Planning Institute (EPI) was formed in 2005 to serve professional business advisors' educational and resource needs. Its Certified Exit Planning Advisor (CEPA®) credential program is the most widely endorsed professional exit planning program in the world, providing advisors with the content, tools, and training needed to engage business owners and become their most valued advisors. For more information, visit exit-planning-institute.org.
