Erik brings over 30 years of diverse business experience across manufacturing, distribution, services, and banking. He spent 20 years in corporate America, including roles at Fortune 500 companies, focusing on finance, operations, and executive management, with expertise in IT, strategic sourcing, logistics, and Lean/Six Sigma. In 2009, Erik founded Oak Hill Business Partners, a boutique consulting firm in Brookfield, Wis., dedicated to growing the intrinsic value of lower-middle market companies through excellence in finance, sales, marketing, and operations. Oak Hill has been recognized multiple times by the Milwaukee Business Journal and has successfully guided companies through growth, M&A transactions, and exit planning. Erik holds CPA and CEPA designations and is actively involved in the Exit Planning Institute and the University of Wisconsin-Milwaukee.
Highlights
00:00 Welcome to the Social Capital Podcast
01:09 Introducing Today's Guest: Erik Owen
01:41 Top Problems Businesses Face
05:18 Valuation of a Business
10:55 Alternative Exit Strategies
18:40 Preparing for an Exit Plan
24:23 Fun and Reflective Questions
31:48 Final Words and Contact Information
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