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NASHVILLE CHAPTER

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

Nashville - Full Color

Chapter Purpose: The purpose of the EPI Nashville Chapter is to create a forum where the local community of professional advisors can collaborate to address the 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.

UPCOMING CHAPTER EVENTS

EPI Nashville September Social Event
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In Person

EPI Nashville September Social Event

September 25, 2025
The Five Conversations That Drive Business Succession Planning with Joe Strazzeri and Shelley Lightfoot
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In Person

The Five Conversations That Drive Business Succession Planning with Joe Strazzeri and Shelley Lightfoot

October 23, 2025
Conversations Applied
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In Person

Conversations Applied

November 20, 2025
EPI Nashville January Social Event
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In Person

EPI Nashville January Social Event

January 22, 2026
Investigating Exit Options - Panel Discussion
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In Person

Investigating Exit Options - Panel Discussion

March 19, 2026
Strategic Insights: Year in Review and Chapter Direction with Scott Snider
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In Person

Strategic Insights: Year in Review and Chapter Direction with Scott Snider

April 16, 2026
Deep Dive into VAM Panel
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In Person

Deep Dive into VAM Panel

June 26, 2025
Opening Conversations with Business Owners
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In Person

Opening Conversations with Business Owners

August 28, 2025
EPI Nashville September Social Event
Exit Planning Institute Image
In Person

EPI Nashville September Social Event

September 25, 2025
The Five Conversations That Drive Business Succession Planning with Joe Strazzeri and Shelley Lightfoot
Exit Planning Institute Image
In Person

The Five Conversations That Drive Business Succession Planning with Joe Strazzeri and Shelley Lightfoot

October 23, 2025
Conversations Applied
Exit Planning Institute Image
In Person

Conversations Applied

November 20, 2025
EPI Nashville January Social Event
Exit Planning Institute Image
In Person

EPI Nashville January Social Event

January 22, 2026
Investigating Exit Options - Panel Discussion
Exit Planning Institute Image
In Person

Investigating Exit Options - Panel Discussion

March 19, 2026
Strategic Insights: Year in Review and Chapter Direction with Scott Snider
Exit Planning Institute Image
In Person

Strategic Insights: Year in Review and Chapter Direction with Scott Snider

April 16, 2026
Deep Dive into VAM Panel
Exit Planning Institute Image
In Person

Deep Dive into VAM Panel

June 26, 2025
Opening Conversations with Business Owners
Exit Planning Institute Image
In Person

Opening Conversations with Business Owners

August 28, 2025
EPI Nashville September Social Event
Exit Planning Institute Image
In Person

EPI Nashville September Social Event

September 25, 2025
The Five Conversations That Drive Business Succession Planning with Joe Strazzeri and Shelley Lightfoot
Exit Planning Institute Image
In Person

The Five Conversations That Drive Business Succession Planning with Joe Strazzeri and Shelley Lightfoot

October 23, 2025
Conversations Applied
Exit Planning Institute Image
In Person

Conversations Applied

November 20, 2025
EPI Nashville January Social Event
Exit Planning Institute Image
In Person

EPI Nashville January Social Event

January 22, 2026
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EPI provides leading advisors the best content in the exit and succession planning industry. Submit your contact information to receive local chapter communications as well as industry trends, new articles, exclusive whitepapers, market research, and training programs.

LOCAL LEADERSHIP

2025 TENNESSEE STATE OF OWNER READINESS™ 

Survey results gathered by Exit Planning Institute show that business owners in Tennessee are trending younger, with Gen X and Millennials together making up more than half of all respondents. More than half of the respondents also received some form of formal exit planning education, which is higher than Tennessee’s 2017 results, which were only at 27%. Other interesting insights emerge, as reflected in the 2025 results, highlighting the unique energy and perspectives of Tennessee business owners.  As the landscape of exit planning continues to evolve in Tennessee, it provides new opportunities for advisors, business owners, and the market itself.

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