Wisconsin-area business owners to offer firsthand insights on leadership transitions for family businesses
BROOKFIELD, WI, August 19, 2026 /24-7PressRelease/ — Exit Planning Institute® (EPI) Wisconsin Chapter will host its Business Owner Forum. The event will take place at Westmoor Country Club, located at 400 S Moorland Rd, Brookfield, WI 53005 and will run from 3:30 p.m. to 6:30 p.m. on September 17.
This year’s Business Owner Forum will focus on family business owner transitions and actionable ideas. The event will feature interviews with two Wisconsin business owners who transitioned their companies to the next generation and a local business owner who made the decision to sell their company to a public buyer.
“EPI Wisconsin’s Business Owner Forums provide a confidential space for discussions with local business owners and industry professionals focused on exit planning,” said Erik Owen, President of EPI Wisconsin. “This year, we are excited to feature in-depth interviews with three family business owners who recently exited their businesses along with expert insights from five advisors who have built successful exit planning practices.”
Business owner attendees will learn key strategies for successfully transitioning their business and what options are available to them. Exit planning professionals, including financial advisors, business consultants and more, will hear firsthand accounts from Wisconsin family business owners undertaking leadership and ownership transition today.
Learn more and register for the Business Owner Forum on the EPI site.
About The Exit Planning Institute
Exit Planning Institute (EPI) was formed in 2005 to serve professional business advisors’ educational and resource needs. Its Certified Exit Planning Advisor (CEPA®) credential program is the most widely endorsed professional exit planning program in the world, providing advisors with the content, tools, and training needed to engage business owners and become their most valued advisors. For more information, visit exit-planning-institute.org.
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