Georgia

CHAPTER

The Georgia 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 Georgia 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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2018 Georgia 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 local Georgia marketplace to succeed?

Download the 2018 Georgia Report

Upcoming Chapter Events


Assessing Value Growth Opportunities

Assessing Value Growth Opportunities

How to discover value and discuss if/when a business is ready to sell or is prepared for a transition.

MAR 15, 2018

Business Valuation Case Studies

Business Valuation Case Studies

Examine three real business valuation case studies by top professional valuators in the Atlanta area.

APR 19, 2018

Business Owner Transfer Channels

Business Owner Transfer Channels

There are many options for exiting a business. Examine methods to help clients achieve their exiting goals.

MAY 17, 2018

Employee Stock Options: Nuts and Bolts

Employee Stock Options: Nuts and Bolts

There are about 11,000 active ESOPs in America today and you as an advisor should know how they work.

JUN 21, 2018

 


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Local Leadership


 

President

President

Stephen E. Capizzi, CBI, CEPA, CFP
Apex Exit Advisors, LLC
P: (678) 242-5250

Email Stephen

Leadership

Leadership

Philip Beatty, CPA, CFP, CEPA
SignatureFD
P: (404) 253-7600

Email Philip

Leadership

Leadership

Maria Forbes
Firepower Business Catalyst
P: (770) 315-6297

Email Maria

Leadership

Leadership

Keith Finger
Ignite Revenue
P: (770) 309-5651

Email Keith

Leadership

Leadership

Stephen Klorfein, JD, LLM
Chaiken Klorfein, LLC
P: (770) 641-5919x11

Email Stephen

Leadership

Leadership

Bruce McFadden, CPA, CEPA
Carr, Riggs, & Ingram, LLC
P: (770) 457-6606

Email Bruce

Thank You to Our Sponsors


 

Reinvent yourself in 2018 with exit planning.