Case Study: Owner… What do I do?


Case Study: Owner... What do I do?

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.


Learning Objectives:

  • 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


This chapter meeting will be held at Carr, Riggs & Ingram, LLC.

Address: 4004 Summit Boulevard, Suite 800, Atlanta, GA 30319


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

About the Panelists

Philip Beatty, CPA, CFP®, CEPA
Stephen E. Capizzi, CM&AA, CVGA, CEPA, CFP®

Stephen E. Capizzi, CM&AA, CVGA, CEPA, CFP®

Founder and Managing Principal of Apex Exit Advisors


Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® credit (pending)


NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at