Business Owner Transfer Channels


Business Owner Transfer Channels

Join us as we examine the Internal and External Transfer Options for a business owner and the accompanying Channels and Methods for achieving their exit goals. 64% of Georgia business owners do not know all of their exit options. Do you as an advisor? Most do not. The panel will teach the pros, cons, and application of each and how to combine some methods together to leverage the owner’s desired goals.

Learning Objectives:

  • Learn the two categories of transfer options (Internal & External)
  • Learn what channels are available for transfer
  • Learn the pros and cons of each method and application
  • Realize it takes a business owner team approach to come up with the right solutions and not just one advisor


Panel discussion from Advisors who have expertise in the respective channel being presented.


Thank you to our sponsoring firm:



The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

Continuing Education

CEPAs receive 1 CE credits

CPAs receive 0 CPE credit

*Proper documentation must be collected and submitted to qualify for continuing education.

cpe-logo-png-full-colorThe Exit Planning Institute (EPI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website at: