The Georgia Chapter of the Exit Planning Institute is a group of local advisors dedicated to helping business owners achieve their goals.

 
 

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

 

Want to become a local EPI Chapter Member?

Chapter Membership:
$395 Annually

*Chapter membership includes all chapter event registrations
and access to EPI Content Library & Archives.  Renewed annually.

 

 

Chapter News & Media
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The 2017 Georgia State of Owner Readiness Research Project

Recent studies show that 66% of the current American business market is owned by Baby Boomers, who are set to transition over the next five to ten years. Statistics also show that only 20 to 30% of businesses that go to market actually sell; leaving up to 80% of those without solid options to harvest their wealth and ensure economic continuity into the next generation. An owner who is “ready” with an attractive business greatly increases the odds that the business will survive a transition of hands.  Using the State of Owner Readiness Survey and empowering live education, a team of advisors and leaders have formed an Owner Forum Council to help create action in their local market and change outcomes for middle market business owners.  Make plans to attend and educate business owners!

Visit www.GeorgiaOwnersForum.com for full details.

 
 

PARTICIPATE IN THE RESEARCH

Take 12-Min SOOR Survey

ATTEND THE AWARENESS EVENT

Book Your Seat $80

JOIN THE FORUM COUNCIL

Download Partner Packet

 

2017 Chapter Eventsdivider


Join Chapter List

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Receive email notifications of upcoming Georgia Chapter events. Simply submit your contact information below and be added to the Chapter email list.

 


Leadership Team

Georgia

president

Stephen E. Capizzi

CBI, CEPA, CFP


Apex Exit Advisors, LLC

Phone: 678-242-5250

Email Stephen

leadership

Philip Beatty

CPA, CFP


SignatureFD

Phone: 404-253-7600

Email Philip

leadership

Maria Forbes

 


Firepower Business Catalyst

Phone: 770-315-6297

Email Maria

leadership

Keith Finger

 


Ignite Revenue

Phone: 770-309-5651

Email Keith

leadership

Stephen Klorfein

JD, LLM


Chaiken Klorfein, LLC

Phone: 770-641-5919 x11

Email Stephen

leadership

Bruce McFadden

CPA


Carr, Riggs, & Ingram, LLC

Phone: 770-457-6606

Email Bruce


Thank You to Our Sponsordivider

 

CRI-MSTR-SPOT-goldblue

4360 Chamblee Dunwoody Rd, Suite 420
Atlanta, GA 30341
www.cricpa.com