EPI Wisconsin Hosts "Collaboration in Action"

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Milwaukee WI

06 August, 2021

1:50 PM

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The Wisconsin Chapter of The Exit Planning Institute (EPI) presents "Collaboration in Action." The in-person program is September 14, 2021 at 8:00 a.m. – 9:30 a.m. Networking begins at 8:00 a.m., and the program is 8:30 – 9:30 a.m. This program is also available via Zoom. The Milwaukee event location is Westmoor Country Club, 400 S. Moorland Road, Brookfield, Wis. 53005. The Madison location is Johnson Bank, 5201 East Terrace Drive, Madison, Wis. 53718. Registration Fee is $25.00. Keynote for the event is Melisa Silverman, Managing Partner, The Founder Group, Los Angeles, CA. The Founders Group is a national company focused on providing business transition services for closely-held companies using a holistic and collaborative process that interferes the least in the business, yields business results increasing cash flow, profits, and business value, and frees up time for the business owner. Ms. Silverman is also President of Avenue M Advisors, Inc., a national boutique business valuation and consulting services company. Ms. Silverman is a graduate of Indiana University with a B.A. in political science and psychology, and Nova Southeastern Shepard Broad Law Center with a Juris Doctorate Degree. Erik Owen, president of Oak Hill Business Partners, and president of EPI Wisconsin said, "We are very excited to have Melisa present to us on maximizing the effectiveness of teams in the exit planning process. I'm looking forward to her message and her perspective on team structures." To register, please go to https://exit-planning-institute.org/events/event/epi-wisconsin-september-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 the 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.

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