The Georgia 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 Georgia 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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2018 Georgia 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 local Georgia marketplace to succeed?

Download the 2018 Georgia Report

Upcoming Chapter Events

Grand Slam Tax Planning <br> for an Owner Exit

Grand Slam Tax Planning
for an Owner Exit

Come join us as we swing big for the fences with four (4) tax-planning opportunities for business owners who are contemplating transition.

MAR 19, 2020

Valuable Middle <br> Market Research

Valuable Middle
Market Research

The National Center for The Middle Market is coming to educate our Certified Exit Planning Advisors and all other advisors who want to learn from their valuable in-depth research.

APR 16, 2020

Business Owner <br> Exit Stories – Unfiltered

Business Owner
Exit Stories – Unfiltered

Every journey has an end. The business owner journey is no different. Join us as we hear from real business owners who have lived the highs and lows and finally decided to exit their business.

MAY 21, 2020

The Basics of Boards: The Why, What, When and Where of Board

The Basics of Boards: The Why, What, When and Where of Board

We are taking a dive deep into the basics of Corporate Family Business Governance. We’ll learn common board structures that are available.

JUN 18, 2020


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Local Leadership




Stephen E. Capizzi, CBI, CEPA, CFP
Apex Exit Advisors, LLC
P: (678) 242-5250

Email Stephen



Philip Beatty, CPA, CFP, CEPA
P: (404) 253-7600

Email Philip



Maria Forbes
Firepower Business Catalyst
P: (770) 315-6297

Email Maria



Keith Finger
Ignite Revenue
P: (770) 309-5651

Email Keith



Stephen Klorfein, JD, LLM
Chaiken Klorfein, LLC
P: (770) 641-5919x11

Email Stephen



Bruce McFadden, CPA, CEPA
Carr, Riggs, & Ingram, LLC
P: (770) 457-6606

Email Bruce

Thank You to Our Sponsors


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