Key Takeaways from The 2018 Exit Planning Summit


Key Takeaways from The 2018
Exit Planning Summit

Were you unable to attend the 2018 Exit Planning Summit? Miss a session or two? During this meeting, experts from your own Nashville community will provide a review of the largest exit planning event of the year! You’ll learn valuable takeaways from multiple keynote addresses, the first ever EPI Power Sessions, answers from exited owners, a summary of conclusions from the ‘Fishing for Value’ eBook simulation, and more.


Learning Objectives:

  • Recap of the summit including key speakers and the charity event reception 
  • Key statistics and information shared during the summit 
  • Main topics of conversation from other professionals around the world


About the Presenters:

Hear the 2018 Summit Takeaways from Gary Rzucidlo and Jim Ward.

Meet the Presenters


Thanks to our Sponsors:


This meeting will be held at the Bradley Arant Boult
Law Offices.

Address: Roundabout Plaza, 1600 Division Street, Suite 700 Nashville, TN 37203


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 Presenters

Gary Rzucidlo

Gary Rzucidlo

CEPA of BNY Mellon Wealth Management

View Bio

 Jim Ward

Jim Ward

MBA, CVA, CEPA of 2nd Generation Capital

View Bio

Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour


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