EPI Wisconsin Chapter Announces Business Owner Forum for Exit Strategy Planning

What Happened

The Exit Planning Institute's Wisconsin chapter is hosting a forum for business owners on September 17 at the Westmoor Country Club in Brookfield. The event runs from 3:30 p.m. to 6:30 p.m.

The session focuses on the mechanics of transitioning company ownership. It will highlight real-world examples from local entrepreneurs who have navigated succession to family members or completed sales to public buyers.

Attendees will hear from three business owners who have recently completed their exits. Additionally, five professional advisors will share insights on creating effective transition roadmaps for various business types.

The Core Points

Forum scheduled for September 17 in Brookfield, Wisconsin
Focuses on strategies for family business transitions
Features firsthand accounts from owners who have successfully exited
Includes expert guidance from professional exit planning advisors
Offers a confidential space for discussing transition options

Context in 60 Seconds

Business succession is a growing concern as a large demographic of baby boomer entrepreneurs prepare to retire. Many family-owned companies face the difficult task of balancing personal legacy with financial viability during leadership changes.

Forums like this reflect a broader shift toward formalizing exit strategies. By creating environments where owners can share experiences, industry professionals aim to reduce the failure rate of business handovers, which often struggle due to poor planning or lack of professional guidance.

Bottom Line

The forum provides a practical, peer-led environment for business owners to learn how to navigate the complex financial and operational realities of exiting a company.

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