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


Chapter Purpose: The purpose of the EPI Chattanooga 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.


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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?

Download the National Report

Upcoming Chapter Events

The Mechanics of <br> Business Valuation

The Mechanics of
Business Valuation

Join us for a conversation on the three primary methods of business valuation.

MAR 18, 2020

Family Dynamics and <br> Family Business

Family Dynamics and
Family Business

Advisors are welcome and encouraged to bring their clients with family businesses to this session to learn from Dr. Treat about how they can create the systems and communication approaches that lead to stronger family businesses and family relationships.

APR 23, 2020


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Local Leadership




Jeffery Wiese, CEPA, CFP®
UBS Financial Services, Inc.
P: (423) 757-7622

Email Jeffery

Vice President

Vice President

Ben Brown
Alderman Holdings
P: (423) 402-1881

Email Ben

Vice President

Vice President

Douglas M. Elkins, JD
Miller & Martin
P: (423) 785-8249

Email Douglas

Vice President

Vice President

Mike Harrell
Latitude Advisors, LLC
P: (423) 505-8973

Email Mike

Vice President

Vice President

Maeghan Jones, JD
Community Foundation of Greater Chattanooga
P: (423) 265-0586

Email Maeghan

Vice President

Vice President

Leah Mitchell McElmoyl, JD
Chambliss, Bahner & Stophel, P.C.
P: (423) 757-0294

Email Leah

Vice President

Vice President

Chris Rowe, CFA
FourBridges Capital Advisors, LLC 
P: (423) 266-4630

Email Chris

Thank You to Our Sponsors