Join us for a highly interactive event. Meeting attendees will break into groups and discuss a case study involving a 2nd generational business owner who owns five businesses. Here’s the plot…no vision, family chaos, making money, but confused. We’ll identify the current issues, discuss potential solutions, and create an exit plan.
- Learn how and why to create owner vision
- Learn how to plan for owner’s long-term capital needs
- How to apply potential exit options to the owner’s situation
- Identify the key deliverables in an engagement
About the Presenters:
Learn from guest speakers, Philip Beatty, CPA, CFP®, CEPA, Partner with SignatureFD and Stephen E. Capizzi, CM&AA, CVGA, CEPA, CFP®, Founder and Managing Principal of Apex Exit Advisors.
Meet the Presenters
To learn more about upcoming events, visit www.EPIGeorgia.org.
This chapter meeting will be held at Carr, Riggs & Ingram, LLC.
Address: 4004 Summit Boulevard, Suite 800, Atlanta, GA 30319