Georgia

CHAPTER

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


The Georgia and National Economic Update Event

The Georgia and National Economic Update Event

We will review the state of our Georgia, U.S., Global economy and factors that influence each.

DEC 20, 2019

Learn Everything Buy-Sell Agreements and More!

Learn Everything Buy-Sell Agreements and More!

Join us as we provide the ultimate decision framework to structure appropriate Buy-Sell Agreements.

JAN 17, 2019

Give – Save Taxes – Impact Lives: Advanced Owner Strategies

Give – Save Taxes – Impact Lives: Advanced Owner Strategies

Join us as we review compelling charitable strategies that are available to owners.

FEB 21, 2019

Solving For Perfect Family Business Continuity

Solving For Perfect Family Business Continuity

Join us as one of the best Family Business Counselors in the world helps us understand the seven roles of a family business.

MAR 21, 2019

Lending - Make or Break Business Transitions

Lending - Make or Break Business Transitions

Save the date for the Exit Planning Institute April Georgia Chapter event. Preregister now.

APR 18, 2019

Preparing a Business for Sale

Preparing a Business for Sale

Save the date for the Exit Planning Institute May Georgia Chapter event. Preregister now.

MAY 16, 2019

Saving Taxes on the Disposition of a Business

Saving Taxes on the Disposition of a Business

Save the date for the Exit Planning Institute June Georgia Chapter event. Preregister Now.

JUN 20, 2019

 


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Local Leadership


 

President

President

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

Email Stephen

Leadership

Leadership

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

Email Philip

Leadership

Leadership

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

Email Maria

Leadership

Leadership

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

Email Keith

Leadership

Leadership

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

Email Stephen

Leadership

Leadership

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

Email Bruce

Thank You to Our Sponsors


 

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