Judi Murphy. Photo courtesy of Murphy Associates.
Judi Murphy, president of Murphy Associates and partner at Oak Hill Business Partners, to its board of directors. Murphy currently serves as public relations counsel and an ambassador at GBCC.
Murphy Associates is a 28-year member of the chamber. Murphy has previously been a board member and was board chair. She was also board chair of Visit Brookfield, board member of Tempo Waukesha, and on small business advisory boards for Waukesha County Technical College and Herzing University. Murphy is currently a board member and PR counsel of the Exit Planning Institute of Wisconsin.
Olson Wealth Group is Proud to Announce, Sharon Olson Earns Prestigious CEPA Designation
Share Article MINNEAPOLIS (PRWEB) March 15, 2021 OLSON WEALTH GROUP, a nationally recognized wealth management firm serving a select group of clients and families, announces, Sharon Olson, CFP, has achieved Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute of Columbus, OH. Sharon Olson joins an elite group of business advisors who have received this designation and are a part of the Exit Planning Institute s international community of CEPAs. The CEPA program is the most widely accepted and endorsed professional exit planning program globally.
The Certified Exit Planning Advisor program certifies advisors who work closely with owners of privately held companies. The program s organizing principle is Master Planning, the alignment of the three legs of the stool (business, personal, financial
As one generation of management approaches its end, the life of the family business is jeopardized. According to the Exit Planning Institute, only about 30 percent of family businesses transition to the second generation. Twelve percent make it to the third generation, and only 4 percent make it to the fourth generation and beyond.
When a company is ready to evolve, leadership must adapt or bring in new management. If the growth is not transitioned correctly, the business will suffer.
In addition to business changes, some companies must also successfully handle the family transition. These family problems are not included in business school courses, but ignoring these realities can be ruinous for the family and the company.
HawsGoodwin Wealth, an independent financial planning and investment management firm, announced today that President and Managing Partner Cam Goodwin successfully achieved the Certified Exit Planning Advisor (CEPA) designation, the most widely accepted and endorsed professional exit planning certification program in the world.
Erik Owen. Photo courtesy of the Wisconsin Chapter of the Exit Planning Institute.
Milwaukee, Wis. and Madison, Wis. – January 28, 2021 – The Wisconsin Chapter of The Exit Planning Institute (EPI) has named its leadership board for 2021-2022.
Erik Owen, president of EPI Wisconsin, said, “The Wisconsin Chapter of the Exit Planning Institute is a dynamic, growing group of professionals that are passionate about educating business owners and advisors about exit planning. We continue to host great education opportunities and now, with a strong core group, we are focused on building a broader community of professionals for referrals as well as enhancing the teamwork necessary to execute the mission of superior exit planning.”