The Wisconsin Chapter of the Exit Planning Institute is a group of local advisors dedicated to helping business owners achieve their goals.

 
 

Chapter Purpose: The purpose of the EPI Wisconsin Chapter is to create a forum where the local community of professional advisors can collaborate to address unique needs of the local community; develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful exit of their business; develop, encourage and foster the adoption of best practices for the exit planning profession; and promote the common business interests of those business advisors engaged in the profession of exit planning.

 

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Leadership Team

Wisconsin

Scott Miller

CEPA, CPA/ABV, CVA


Enterprise Services
Phone: 262.646.6490

Email Scott

Martha Sullivan

CEPA, CPA, CVA/ABV, CM&AA 


 Honkamp Krueger & Co., P.C.
Phone: 608.850.1510

Email Martha

Bill Otto

CEPA, CLTC


  Investors Advisory Group, LLC 
Phone: 262.446.8150

Email Bill

Ann Hanna

 CPA


  Schenck M&A Solutions
Phone: 414.465.5537

Email Ann

Sponsors

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