Exit Planning Institute - Find a CEPA

Meet Kazim Unalan:

Over the years Kaz has had extensive experience in serving clients in the real estate, construction, manufacturing/ distribution, and restaurant industries. Kaz also has significant experience in providing tax compliance and consulting to high net worth individuals.

Kaz’s focus at GBQ is to provide tax compliance and consulting for middle market, closely held businesses and to assist clients with their business planning, compliance and tax examination needs.

Kaz is also a Certified Exit Planning Advisor, which helps business owners transition ownership of their companies, while achieving all of their personal, business and financial goals. Kaz is part of GBQ’s Transaction Advisory Services Group assisting clients with their tax planning, structuring and due diligence needs.

Kaz is a member of the Mirolo Foundation Audit Committee, a past Board Member of Columbus Landmarks Foundation, a past treasurer of the Young Buckeyes of Central Ohio Alumni Club, a past treasurer for the Ohio League of Conservation Voters, a member of NAIOP, and current board member of Habitat for Humanity Mid-Ohio.

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Meet Kazim Unalan:

Kaz’s focus at GBQ is to provide tax compliance and consulting for middle market, closely held businesses and to assist clients with their business planning, compliance and tax examination needs.

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Brochure

2022 Colorado State of Owner Readiness Quick Look Brochure

Review the most notable statistics and findings from the 2022 Colorado Stat..

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UBS Approved Content

2022 Colorado State of Owner Readiness Report

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2023 National State of Owner Readiness Report

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Videos/Recordings

2024 State of The Institute

This special edition broadcast will feature a 2024 EPI State of the Institu..

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2024 Webinar Series

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5-4-3-2-1 Whitepaper

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5-4-3-2-1 Whitepaper

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A Look Inside The Unique World of - Value Creation Whitepaper

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Case Study

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Courses

Access My Courses

Navigate to your purchased EPI Academy content.

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Case Study: Human Capital, The Exit Planning Institute

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UBS Approved Content

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