EPI Wisconsin Names 2021-2022 Leadership Board
Exit Planning Institute, Wisconsin Chapter, is a dynamic, growing group of professionals that are passionate about educating business owners and advisors about exit planning
Erik Owen, president of EPI Wisconsin, said, "The Wisconsin Chapter of the Exit Planning Institute is a dynamic, growing group of professionals that are passionate about educating business owners and advisors about exit planning. We continue to host great education opportunities and now, with a strong core group, we are focused on building a broader community of professionals for referrals as well as enhancing the teamwork necessary to execute the mission of superior exit planning."
Officers of the Wisconsin Chapter are president, Erik Owen, CEPA, CPA, president, Oak Hill Business Partners, Brookfield, Wis.; past president, Martha Sullivan, CEPA, CPA, ABV, CM&AA, CVGA, president, Provenance Hill Consulting, LLC, Madison, Wis.; and Leadership Board, Bill Otto, CEPA, CLTC, I.A.G. Wealth Partners, LLC, Waukesha, Wis; Leesa Gilliam, CTFA, CEPA, PNC Wealth Management, Milwaukee, Wis.; Cheryl Tesch, I.A.G. Wealth Partners, LLC, Waukesha, Wis.; Nancy P. Hall, New Berlin, Wis.; and Judi Murphy, MBA, Murphy Associates and Oak Hill Business Partners, Brookfield, Wis.
Martha Sullivan, past president, said, "Having co-founded the Wisconsin Chapter with Scott Miller and Bill Otto in 2016, it has been a joy to watch this community grow and come together through our bi-monthly chapter events, the State of Owner Readiness Survey released in 2019, and our Business Owner Forums. I have been blessed to work with an amazing chapter leadership team and am confident in our future."
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 Wisconsin Chapter is a community of professional advisors that collaborate to address the 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 Erik Owen at 262-299-5526 or visit www.EPIWisconsin.org.