The Greater Nashville 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 Greater Nashville 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.

Chapter News & Media

Download Now:
2017 Greater Nashville State of Owner Readiness Report

Thank you to our partners at BNY Mellon Wealth Management and Vanderbilt University!


Download Now:
Buy Sell Agreement Checklist


Download Now: Situation Example

Upcoming 2018 Events

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Leadership Team

Greater Nashville


Gary Rzucidlo


BNY Mellon Wealth Management
Phone: 678.538.2072

Email Gary


Sarah Hannah


 Bradley Arant Boult Cummings, LLP
Phone: 615.252.3823

Email Sarah


Jim Cumbee


 Tennessee Valley Group, Inc. 
Phone: 615.390.9966

Email Jim


Scott Schumpert


  Carr, Riggs & Ingram 
Phone: 615.760.1526

Email Scott


Basic CMYK