Case Study: Value Growth and Exit Options


Case Study: Value Growth and Exit Options

Join us for a highly interactive event.  Meeting attendees will break into groups and discuss a case study involving a business manufacturing company.  Here’s the plot…the owner wants to sale his business, but the value today will not meet his long-term capital needs.  He’s confused and needs help. We’ll identify the current issues, discuss potential solutions, and create an exit plan.


Learning Objectives:

  • Learn how and what to identify that hinders business value
  • Learn how to plan for owner’s long-term capital needs
  • How to apply potential exit options to the owner’s situation
  • Learn and understand the key deliverables in an engagement


About the Facilitators:

This meeting will be facilitated by, Christina Rebel-Otterbach, CRO Management  Consulting LLC, and Stephen E. Capizzi, Founder and Managing Principal of Apex Exit Advisors™. Meeting attendees will be encouraged to be the ‘speakers’ of the event.


Meet the Facilitators


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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 Facilitators

Christina Rebel-Otterbach, MBA, 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


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