Chattanooga

CHAPTER

The Chattanooga Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for middle market owners looking to grow, transition, or exit their businesses.


 

Chapter Purpose: The purpose of the EPI Chattanooga Chapter is to create a forum where the local community of professional advisors can collaborate to address unique needs of the local community; develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful exit of their business; develop, encourage and foster the adoption of best practices for the exit planning profession; and promote the common business interests of those business advisors engaged in the profession of exit planning.

 

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National State of Owner Readiness

Recent studies show that 66% of the current American business market is owned by Baby Boomers, who are set to transition over the next zero to ten years. Statistics also show that only 20% – 30% of businesses that go to market actually sell; leaving up to 80% of those without solid options to harvest their wealth and ensure economic continuity into the next generation. An owner who is “ready” with an attractive business greatly increases the odds that the business will survive a transition of hands. The question is, how ready is the national marketplace to succeed?

Download the National Report

Upcoming Chapter Events


Success Stories of Business Owner & Philanthropy

Success Stories of Business Owner & Philanthropy

Join Maeghan Jones, Leah McElmoyl and Barry Large to discuss how effective philanthropic planning can give purpose to a family's legacy and have a significant impact with the local community.

APR 25, 2019

Trust and Estate Planning Strategies for Business Owners

Trust and Estate Planning Strategies for Business Owners

We will discuss a few strategies available to business owners in this context, as well as review real-life scenarios where such strategies have provided great value to such clients in the past.

MAY 23, 2019

Working with Private Equity

Working with Private Equity

Join us for a discussion with private equity professionals to learn about different topics when it comes to business buying, business value, and what its like to work with a private equity buyer during and after the sale.

JUN 27, 2019

 


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Local Leadership


 

President

President

Jeffery Wiese, CEPA, CFP®
UBS Financial Services, Inc.
P: (423) 757-7622

Email Jeffery

Vice President

Vice President

Ben Brown
Alderman Holdings
P: (423) 402-1881

Email Ben

Vice President

Vice President

Douglas M. Elkins, JD
Miller & Martin
P: (423) 785-8249

Email Douglas

Vice President

Vice President

Mike Harrell
Latitude Advisors, LLC
P: (423) 505-8973

Email Mike

Vice President

Vice President

Maeghan Jones, JD
Community Foundation of Greater Chattanooga
P: (423) 265-0586

Email Maeghan

Vice President

Vice President

Leah Mitchell McElmoyl, JD
Chambliss, Bahner & Stophel, P.C.
P: (423) 757-0294

Email Leah

Vice President

Vice President

Chris Rowe, CFA
FourBridges Capital Advisors, LLC 
P: (423) 266-4630

Email Chris

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