EPI Wisconsin Chapter

For two decades, EPI has been shaping the future of exit planning. This year’s Annual Exit Magazine issue goes beyond the numbers. Instead, we are tackling the hard-to-talk-about topics in exit planning. From relationship building and mental health to caring for yourself post-exit, this is your guide to navigating the harder side of transition. 20 years got us here. Where will the next 20 take you? Read now at https://hubs.li/Q037nRYm0! #ExitPlanningInstitute #EPI #TheAnnualExit #BusinessOwner #FinancialAdvisor #CEPA #ExitPlanning

It's New Member Monday ?? Did you know you can become a Member of the Exit Planning Institute? It's true, for a nominal annual fee, you can join us at the Wisconsin Chapter and receive the following: - Prepaid cost for all events - Event signup with membership code - Dedicated Social Event for EPI WI members only - Listed on membership directory on EPI WI website - Member name tag at EPI WI events - Social Media highlight for members Here is the link to JOIN US today! https://lnkd.in/gTgimHU6. Meet our new member and member of our leadership team Andy Oliver, CEPA with Oak Hill Business Partners! Here is a little about Andy: Andy Oliver is a seasoned entrepreneur and strategic market developer with over 30 years of senior executive experience. He has a proven track record of identifying and capitalizing on untapped market opportunities, driving growth, and building loyal teams. Andrew founded Gear Wash, LLC, a niche PPE care and maintenance business, which he successfully grew and sold in 2019. His entrepreneurial spirit also led him to co-found Bondsonline.com, one of the industry's first internet bond information companies recognized by the Microsoft Network, Forbes and Barron’s. In addition to his entrepreneurial ventures, Andrew has held significant board positions. He currently serves on the Board of Directors for the Exit Planning Institute – Wisconsin Chapter and the Independent Business Association of Wisconsin, where he also holds the position of Board President. His past board roles include serving as President and Co-Founder of the Verified Independent Service Provider Association (VISPA) and a long-term member of the Board of Directors for Bondsonline Group, Inc. Andrew's leadership and innovative approach have consistently driven success across various industries, making him a respected figure in the business community. You can visit his website at https://oakhillbp.com/ Leadership team: Andy Oliver, CEPA Julie (Cosich) Collins Steve Sprindis Erik Owen, CPA, CEPA Leesa Gilliam CTFA CEPA Corissa Daines Bryn Theisen

Did you know 75% of small- and medium-sized business owners reported struggling with their mental health? No one talks of the pressure or late nights. But here’s the silver lining - successful owners don’t only have to plan for growth, they can plan for peace of mind. In this year's Annual Exit Magazine, we tackle the real conversations we most avoid but need to have. Read now at https://hubs.li/Q03d3Ds30. #ExitPlanningInstitute #EPI #TheAnnualExit #BusinessOwner #FinancialAdvisor #CEPA #ExitPlanning

"I wanted to work with others who value our environment, come from family businesses, and tend to be hardworking, humble business owners," said Amy Wirtz, our 2024 Exit Planner of the Year. By identifying her passion and strengths, Amy found her niche and built a thriving exit planning practice! Now, she’s sharing her secrets to help you do the same. Don’t wait and download the article below to build your practice! https://hubs.li/Q037nRfj0 #ExitPlanning #ExitPlanningInstitute #FinancialAdvisor #FamilyBusiness

It's New Member Monday ?? Did you know you can become a Member of the Exit Planning Institute? It's true, for a nominal annual fee, you can join us at the Wisconsin Chapter and receive the following: - Prepaid cost for all events - Event signup with membership code - Dedicated Social Event for EPI WI members only - Listed on membership directory on EPI WI website - Member name tag at EPI WI events - Social Media highlight for members Here is the link to JOIN US today! https://lnkd.in/gq7x6wd4 Meet our New Member Monday Jason Pertzborn with i PlanRx! ???What do they do? iPlanRX is a Bespoke, Boutique, Advisory Consulting Firm that helps businesses unlock the financial benefits of Self Funding—customized, optimized, and designed for long-term rewards. We redirect capital back into your business where it belongs.??? ??What makes i PlanRx stand out? We offer Guarantee Issue Stop Loss Options for businesses of all sizes.?We assist companies in identifying areas of financial risk and trapped capital. By helping them de-leverage from this risk, I enable them to recapture substantial financial gains that directly impact their bottom line, increase their EBITDA, and enhance shareholder value.?????? ???If you're a C Suite Executive, or business owner looking to maximize financial rewards while navigating self-funded health options, iPlanRX is your new go-to! Visit their website: https://iplanrx.com/ Leadership team: Andy Oliver, CEPA Julie (Cosich) Collins Steve Sprindis Erik Owen, CPA, CEPA Leesa Gilliam CTFA CEPA Corissa Daines Bryn Theisen

A huge THANK YOU to everyone who joined us for our chapter event in Madison, sponsored by Insperity! It was an incredible evening filled with meaningful discussions, networking, and valuable takeaways. A special shoutout to Julie (Cosich) Collins, Corissa Daines, and Angelika Coghlan for sharing their expertise and experiences as current and past HR leaders. Your insights sparked great conversations and left us with key lessons to take back to our businesses. Some of the standout takeaways from the night included: ? Buying or selling a business isn’t just about the financials; it’s about the people, too! Human capital strategy must be tied to the strategic vision of the business, and HR plays a key role in its success. ? Core values of an organization aren’t just for show. They should be actively lived, reinforced, and woven into daily business practices. ? The clarity of an organization's talent structure must be continuously improved to delight customers. Don’t miss any of our upcoming events! Check out our upcoming schedule here: https://lnkd.in/ganSySzj #EPI #ExitPlanningInstitute #WisconsinChapter #Talent #HR

EPI has exciting news! As of Tuesday, Exit Planning Institute HQ is officially open. ?? CEO Christopher Snider, CEPA and President Scott Snider cut the ribbon to mark the beginning of this exciting new chapter for EPI. Thank you to Jocelyn Bires, our incredible Director of Operations, for all her hard work and dedication to making this vision a reality. This milestone represents the growth of the exit planning profession and our continued commitment to providing world-class education to exit planning professionals. We can't wait to see what's next! #CEPA #ExitPlanning #EPI #ExitPlanningInstitute

Tomorrow is our chapter event and we can’t wait to see you there! Don’t worry – there is still time to reserve your seat if you haven’t already. Join us as we hear from industry experts Kathy Scherbarth, Corissa Daines, Julie Collins! Don’t miss out – secure your spot by registering now! https://hubs.li/Q031wr580 #EPI #ExitPlanning #CEPA

There is still time left to save your seat to our upcoming chapter event! Learn about how organizational structure drives clarity and alignment tied to the ideal customer profile and creates value. Register for our upcoming event now! https://hubs.li/Q031wsWn0 #EPI #ExitPlanning #CEPA

It's New Member Monday ?? Did you know you can become a Member of the Exit Planning Institute? It's true, for a nominal annual fee, you can join us at the Wisconsin Chapter and receive the following: - Prepaid cost for all events - Event signup with membership code - Dedicated Social Event for EPI WI members only - Listed on membership directory on EPI WI website - Member name tag at EPI WI events - Social Media highlight for members Here is the link to JOIN US today! https://lnkd.in/dH9jvsXU Meet our first candidate for New Member Monday and part of the leadership team, Bryn Theisen! Leadership team: Andy Oliver, CEPA Julie (Cosich) Collins Steve Sprindis Erik Owen, CPA, CEPA Leesa Gilliam CTFA CEPA Corissa Daines Bryn Theisen