Greater Nashville

CHAPTER

The Greater Nashville 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 Greater Nashville 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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2017 Greater Nashville 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 Nashville marketplace to succeed?

Download the 2017 Greater Nashville Report

Upcoming Chapter Events


EPI Summit Giveback Charity Social

EPI Summit Giveback Charity Social

Raising donations for Abe's Garden while networking with local professionals and over 200 advisors nationally.

SEP 24, 2018

2018 Exit Planning Summit: Key Takeaways

2018 Exit Planning Summit: Key Takeaways

Recap of the National Exit Planning Summit hosted in Nashville, including key speakers and charity event reception.

Oct 02, 2018

Value and Levers to Close the Value Gap

Value and Levers to Close the Value Gap

High-level overview of Valuation plus the levers that an owner can pull to narrow the value gap and increase size.

Nov 06, 2018

Business Owner Panel: Business Transitions

Business Owner Panel: Business Transitions

Stories relating to both mistakes and successes within the transition and what they wish they had known before.

Dec 04, 2018

 


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Local Leadership


 

President

President

Gary Rzucidlo, CEPA
BNY Mellon Wealth Management
P: (678) 538-2072

Email Gary

Leadership

Leadership

Sarah Hannah
Bradley Arant Boult Cummings, LLP
P: (615) 252-3823

Email Sarah

Leadership

Leadership

Jim Cumbee
Tennessee Valley Group, Inc.
P: (615) 390-9966

Email Jim

Leadership

Leadership

Scott Schumpert
Carr, Riggs & Ingram
P: (615) 760-1526

Email Scott

Thank You to Our Partners