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ATLANTA CHAPTER

The Atlanta Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for business owners looking to grow, transition, or exit their businesses.

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Chapter Purpose: The purpose of the EPI Atlanta Chapter is to create a forum where the local community of professional advisors can collaborate to address unique needs of the local community; develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful exit of their business; develop, encourage and foster the adoption of best practices for the exit planning profession; and promote the common business interests of those business advisors engaged in the profession of exit planning.

UPCOMING CHAPTER EVENTS

The Art of the Deal - A Case Study Q&A with the Atlanta EPI Chapter Board
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The Art of the Deal - A Case Study Q&A with the Atlanta EPI Chapter Board

January 30, 2025
Can I Borrow Your Car? How to Grow Your Business Through Referrals
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Can I Borrow Your Car? How to Grow Your Business Through Referrals

February 20, 2025
The Power of Resilient Sales in Driving Company Value
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The Power of Resilient Sales in Driving Company Value

March 27, 2025
A Family Affair - Navigating Family Business Conflict
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A Family Affair - Navigating Family Business Conflict

April 24, 2025
Culture Index: Using Analytics Over Instincts for Your Next Hire
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Culture Index: Using Analytics Over Instincts for Your Next Hire

May 22, 2025
The Business of Delivering Hard Truth: Getting Past Defenses to Help Necessary Messages Land Well
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The Business of Delivering Hard Truth: Getting Past Defenses to Help Necessary Messages Land Well

June 19, 2025
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EPI provides leading advisors the best content in the exit and succession planning industry. Submit your contact information to receive local chapter communications as well as industry trends, new articles, exclusive whitepapers, market research, and training programs.

LOCAL LEADERSHIP

NATIONAL STATE OF OWNER READINESS™

Recent studies show that 66% of the current American business market is owned by Baby Boomers, who are set to transition over the next zero to ten years. Statistics also show that only 20% – 30% of businesses that go to market actually sell; leaving up to 80% of those without solid options to harvest their wealth and ensure economic continuity into the next generation. An owner who is “ready” with an attractive business greatly increases the odds that the business will survive a transition of hands. The question is, how ready is the national marketplace to succeed?

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