398: Navigating Business Exits and Valuations- with Erik Owen

Social Capital

Meet Erik Owen

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

Connect with Erik

oakhillbp.com

LinkedIn