Business Owner’s Estate & Exit Planning –
Keeping it in the Family!


Business Owner’s Estate & Exit Planning – Keeping it in the Family!

Exiting a business and transitioning owners of a family business can be a challenging process.  In some situations there may be family members and in-laws involved in the day to day business.  Other times there is little to no involvement by the family member before the business transition is planned.  A business sale is not always to an outside party, but rather an intergenerational transfer.  Navigating the challenge of this business and emotional decision can be difficult, but there are ways to be prepared ahead of time.


Learning Objectives:

  • Understand how to navigate initial conversations with family members about your business exit plan and their level of involvement in the transition.
  • Learn options for navigating the conversations with your family members who you wish to transition the company.


About the Presenters:

Learn from industry experts Mike Harrell, CEO, Latitude Advisors, LLC, and Leah Mitchell, Attorney, Chambliss, Bahner & Stophel, P.C.

Meet the Presenters


Thanks to our sponsors, this event is free to attend!

This meeting will be at Chambliss in the 17th Floor Conference Room.

Address: 605 Chestnut Street, Suite 1700, Chattanooga, Tennessee 37450


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

About the Presenters

Mike Harrell

Mike Harrell

CEO, Latitude Advisors, LLC


Leah Mitchell

Leah Mitchell

Attorney, Chambliss, Bahner & Stophel, P.C.