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?


Upcoming Chapter Events

Financing a <br>Sale

Financing a

Our roundtable of 3 commercial bankers in
Atlanta will discuss strategies for both corporate add-ons as well as investors looking to finance an acquisition.

JUL 15, 2021

Estate Planning for Business Owners

Estate Planning for Business Owners

Let's talk estate planning. Our panel of experts will discuss wills and trusts, how to minimize
estate taxes, and the potential consequences of trusts.

AUG 19, 2021

Advising a Business Owner Through an Unsolicited Offer

Advising a Business Owner Through an Unsolicited Offer

When your client receives an unsolicited offer, first and foremost, they will need to assemble a team of seasoned professionals. Join us to learn which professions to engage.

SEP 16, 2021


Previous Chapter Events:

The Impact of Covid-19 to U.S. Middle Market Businesses

The Impact of Covid-19 to U.S. Middle Market Businesses

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.

JUN 11, 2020

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Local Leadership




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

Email Stephen



David Hern, CPA/ABV, ASA, CEPA
Sofer Advisors, LLC
P: (770) 776-8852

Email David



Nicole Domis, CFP®, CEPA
Fifth Third Private Bank
P: (678) 744-8804

Email Nicole



Phillip Williams, CEPA
P & P Business Solutions
P: (404) 312-4663

Email Phillip

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