What’s Working For Chattanooga’s Exit Planning Advisors – Peer Share

CHATTANOOGA HYBRID CHAPTER EVENT

What's Working For Chattanooga's Exit Planning Advisors - Peer Share


Come join the conversation to learn from our Chattanooga EPI Chapter leadership team on what is working in their respective practices.

Utilize this unique platform to network, reconnect, grow knowledge, and sharpen your skills with a diverse group of professionals from a wide range of specialties that all share a common goal of positively changing the outcome of business owners in the Chattanooga market.

 

Learning Objectives:

  • Hear from our peers on how the market has changed in this Covid environment.
  • Learn how the group is addressing the changing tax environment.
  • Discuss how valuations are adapting to the rapid growth of Chattanooga and business friendly Southeast.

 

About the Presenters:

Learn from chapter presidents, Jeffrey Wiese, CEPA, CFP, UBS Financial Services, Inc., Ben Brown, Alderman Holdings, Douglas M. Elkins, JD, Miller & Martin, Mike Harrell, Latitude Advisors, LLC, Maeghan Jones, JD, Community Foundation of Greater Chattanooga, Leah Mitchell McElmoyl, JD, Chambliss, Bahner & Stophel, P.C., and Chris Rowe, CFA, FourBridges Capital Advisors, LLC.

Meet the Presenters

 

Thanks to our sponsor, this event is free!

 

 

This meeting will be held Virtually.

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Chattanooga Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIChattanooga.org.

About the Presenters

Ben Brown

Ben Brown

Vice President, Alderman Holdings

Douglas M. Elkins, JD

Douglas M. Elkins, JD

Vice President, Miller & Maritn

Mike Harrell

Mike Harrell

VP, Latitude Advisors, LLC

Chris Rowe, CFA

Chris Rowe, CFA

FourBridges Capital Advisors, LLC

Maeghan Jones, JD

Maeghan Jones, JD

Community Foundation of Greater Chattanooga

Leah Mitchell McElmoyl, JD

Leah Mitchell McElmoyl, JD

Chambliss, Bahner & Stophel, P.C.

Jeffrey Wiese, CEPA, CFP

Jeffrey Wiese, CEPA, CFP

President, UBS Financial Services, Inc.