Curated News
By: NewsRamp Editorial Staff
August 19, 2026
EPI Wisconsin Hosts Business Owner Forum on Family Transitions
TLDR
- Gain an edge by learning key strategies for successful family business transitions at EPI Wisconsin's September 17 forum.
- EPI Wisconsin's Business Owner Forum on September 17 details step-by-step methods for transitioning businesses to next generation or selling.
- This forum fosters community by sharing real stories from owners who successfully navigated family transitions, inspiring others.
- Hear firsthand from three Wisconsin family business owners who recently exited, plus insights from five expert advisors.
Impact - Why it Matters
This news matters because it addresses a critical challenge for family-owned businesses: succession planning. With many baby boomer owners nearing retirement, the forum provides practical strategies and real-world examples to help owners transition their businesses successfully, preserving legacies and jobs. For advisors, it offers insights into building successful exit planning practices, ensuring they can better serve their clients. Ultimately, this knowledge helps sustain the economy by enabling smoother business ownership transfers.
Summary
The Exit Planning Institute (EPI) Wisconsin Chapter is set to host its Business Owner Forum on September 17 at Westmoor Country Club in Brookfield, WI, from 3:30 p.m. to 6:30 p.m. The event will feature interviews with three Wisconsin family business owners who recently transitioned their companies—two to the next generation and one to a public buyer—along with insights from five advisors specializing in exit planning. Erik Owen, President of EPI Wisconsin, emphasized the confidential nature of these forums, designed to provide a safe space for business owners to discuss exit strategies.
Attendees will gain actionable ideas for successful business transitions, while exit planning professionals like financial advisors and business consultants will hear firsthand accounts of leadership and ownership transitions. The event aims to equip both business owners and advisors with the knowledge needed to navigate the complex process of exiting a business. Registration is available on the EPI site, and EPI, founded in 2005, offers the Certified Exit Planning Advisor (CEPA) credential program, the most widely endorsed of its kind globally.
Source Statement
This curated news summary relied on content distributed by 24-7 Press Release. Read the original source here, EPI Wisconsin Hosts Business Owner Forum on Family Transitions
