STEPHEN CAPIZZI

Apex Exit Advisors was founded by Stephen E. Capizzi, who also serves as its Managing Principal. While Steve has worked with a wide range of business owner clients over the last 26 years in financial services, he specializes in providing comprehensive exit strategies for small to mid-size businesses and family-owned businesses. He has assisted hundreds of entrepreneurs in increasing the value of their businesses, developing strategic transition plans, and carrying out the business selling process to maximize sell-side proceeds.

His banking, valuation, financial planning, and M&A experience along with his educational backgrounds create a unique combination of skills that provides “spot on” perspective that business owners can learn and benefit from. Steve recognizes that most advisors are just unfamiliar with the planning process and available opportunities to allow owners to exit on their own terms. He is passionate about changing exit outcomes.

Steve’s transition planning education and experience started in 1996 and over the years he has achieved the Certified Merger & Acquisition Advisor designation through the elite organization: The Alliance for Merger and Acquisition Advisors. To complement his M&A skills, Steve learned to master the art of “Increasing Business Value” and was awarded the elite designation of Certified Value Growth Advisor through the VOP Advisor Program. Currently, he is licensed as a CERTIFIED FINANCIAL PLANNER Practitioner™ (CFP^®) through the CFP^® Board of Standards and is also a member of the Exit Planning Institute^®, the premier international organization for education and resources for the exit planning professional. He holds the Certified Exit Planning Advisor (CEPA) designation, which fewer than 2000 advisors hold nationwide.

Steve enjoys relationships with many professional organizations related to the financial services trade and has served in leadership roles such as President of the Financial Planning Association of Georgia. Currently, he serves as President of the Georgia Chapter of the Exit Planning Institute. These and other organizations have asked Steve to speak on the topic of Exit Planning for Business Owners. In 2017, he was awarded "Member of The Year" by The Exit Planning Institute, for his leadership and professional achievements.

He lives in Alpharetta, Georgia where he enjoys fitness, hiking, and enjoys learning about the human mind. Steve, loves all sports especially football and baseball. He attends First Baptist Church of Atlanta.

Apex Exit Advisors was founded by Stephen E. Capizzi, who also serves as its Managing Principal. While Steve has worked with a wide range of business owner clients over the last 26 years in financial services, he specializes in providing comprehensive exit strategies for small to mid-size businesses and family-owned businesses. He has assisted hundreds of entrepreneurs in increasing the value of their businesses, developing strategic transition plans, and carrying out the business selling process to maximize sell-side proceeds.

His banking, valuation, financial planning, and M&A experience along with his educational backgrounds create a unique combination of skills that provides “spot on” perspective that business owners can learn and benefit from. Steve recognizes that most advisors are just unfamiliar with the planning process and available opportunities to allow owners to exit on their own terms. He is passionate about changing exit outcomes.

Steve’s transition planning education and experience started in 1996 and over the years he has achieved the Certified Merger & Acquisition Advisor designation through the elite organization: The Alliance for Merger and Acquisition Advisors. To complement his M&A skills, Steve learned to master the art of “Increasing Business Value” and was awarded the elite designation of Certified Value Growth Advisor through the VOP Advisor Program. Currently, he is licensed as a CERTIFIED FINANCIAL PLANNER Practitioner™ (CFP^®) through the CFP^® Board of Standards and is also a member of the Exit Planning Institute^®, the premier international organization for education and resources for the exit planning professional. He holds the Certified Exit Planning Advisor (CEPA) designation, which fewer than 2000 advisors hold nationwide.

Steve enjoys relationships with many professional organizations related to the financial services trade and has served in leadership roles such as President of the Financial Planning Association of Georgia. Currently, he serves as President of the Georgia Chapter of the Exit Planning Institute. These and other organizations have asked Steve to speak on the topic of Exit Planning for Business Owners. In 2017, he was awarded "Member of The Year" by The Exit Planning Institute, for his leadership and professional achievements.

He lives in Alpharetta, Georgia where he enjoys fitness, hiking, and enjoys learning about the human mind. Steve, loves all sports especially football and baseball. He attends First Baptist Church of Atlanta.