EPI Hosts "Creating and Leading High-Performance Advisory Teams"

Brookfield WI

01 January, 2021

5:28 PM

Description

The Wisconsin Chapter of The Exit Planning Institute (EPI) presents "Creating and Leading High-Performance Advisory Teams" The program is January 12, 2021, at 8:00 – 9:30 a.m. via Zoom. Networking begins at 8:00 a.m., and the program is 8:30 – 9:30 a.m. There is no fee for the program. A Zoom link will be emailed after registration. Keynote at the event is national speaker Amy Wirtz, CEPA, The Family Business Consulting Group, Inc., Cleveland, Ohio. Wirtz specializes in shareholder value enhancement, business planning processes, and transition implementation of management, leadership, or ownership of a business. She graduated from the University of Toledo and Cleveland State Marshall College of Law. A national speaker, Amy serves on the faculty of the Exit Planning Institute's Certified Exit Planning Advisor (CEPA) certification program. Martha Sullivan, CPA, CEPA, and president of EPI's Wisconsin Chapter, said, "The most successful approach to planning and preparing for a business transition is holistic – integrating the personal, personal financial and business needs of the owner into the plan. The degree to which there is effective and efficient collaboration with and between all of the owner's advisors significantly impacts the outcome. It can be the sole determinant between the champagne-popping celebration and a miserable, failed transaction. "We talk about building teams within our organizations often but rarely about how to build them between various advisors from different backgrounds and firms. It's time to change that conversation. Ms. Wirtz is an exceptional and accessible speaker on the topic of building high performance teams and perfect for kicking off our 2021 season – 2021 – The Year of Collaboration," continued Sullivan. Join us for a lively conversation on what makes up a high-performance advisory team, and how to set the stage for maximum collaboration. Discover the value of a cohesive, functional team; become familiar with the five behaviors of a cohesive team; and, learn best practices for leading a multi-disciplinary advisory team. To register, please go to https://exit-planning-institute.org/events/event/epi-wisconsin-january-2021-chapter-event/ 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 purpose of the Wisconsin Chapter is to create a forum where the local community of professional advisors can collaborate to address unique needs of the community. We develop educational 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, visit www.EPIWisconsin.org.