Milwaukee, Wis. – April 12, 2022 – Erik Owen, founder and president of Oak Hill Business
Partners, a boutique management consulting firm in Southeastern Wisconsin, will be among the speakers at The Exit Planning Summit, held in Scottsdale, Arizona on May 1-3, 2022.
The Exit Planning Summit is the conference for the exit planning community. The best advisors and CEPAs from around the world come to learn and collaborate with their peers, supporting partners, and colleagues that are all helping business owners create more significant companies. The Summit allows them to share transformational experiences, build deeper relationships, and uncover innovative solutions for their businesses and clients. Learn more about The Summit at www.exitplanningsummit.com
The Summit is hosted by the Exit Planning Institute (EPI), considered the standard trendsetter in the field of exit planning across the globe. It is the only organization that offers the Certified Exit Planning Advisor program (CEPA) and qualifies for continuing education credits with twelve major professional associations, making it the most widely endorsed professional exit planning program in the world. EPI was formed in 2005 to serve educational and resource needs of professional business advisors.
Erik Owen, CEPA, CPA, said, “I am honored to be asked to speak on the ‘Value Advisors Best Practices Panel,’ and I am excited to both share what I have learned and hear what others are doing in our industry. Advisors who attend will gather insights on marketing, implementation, and how to build exit planning teams. They will also learn how to manage the Value Acceleration Methodology, what tools and resources to use, and how to incorporate the methodology into their practice successfully.”
Owen is the president of the Wisconsin Chapter of the Exit Planning Institute and sits on the Board of Visitors for the University of Wisconsin – Milwaukee. Oak Hill Business Partners is a boutique management consulting firm serving lower-middle market closely held companies. Based in Milwaukee, our partners focus on helping growing companies become scalable by applying functional excellence in finance & administration, sales, marketing, and operations.
Oak Hill also helps company owners plan and execute transition/exit planning holistically. Our partners work with a team of advisors including wealth and legal advisors to help owners understand their options for transition in the business and execute the plan that meets their specific needs.
Oak Hill Business Partners is in its 13th year and has been named to the annual top management consulting firms list four times by the Milwaukee Business Journal. For more information, contact Erik Owen, CPA & CEPA at 262-299-5526, erik.owen@OakHillBP.com, or http://OakHillBP.com.
