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.
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?
This meeting is a roundtable discussion on how COVID has impacted investment bankers. It will look at how 2020 turned out and how they plan to navigate 2021. We have 3 investment bankers who cover different parts of the market, allowing us to get a full view of the marketplace
This meeting will discuss the importance of good family governance practices for business owners. It will cover topics on how to bring multiple generations together, how to gain agreement through change, and how to handle multiple, differing personalities.
In the aftermath of the financial crisis a decade ago, it was midsized companies that produced the lion’s share of economic growth and new jobs. Now the middle market—the market that moves America—faces the even greater challenge of the Covid-19 pandemic. Tom Stewart will share research from the National Center for the Middle Market at The Ohio State University.
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