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 Events

All 2017 Meetings are Free to Attend


Join Chapter Email List

 

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


 

Leadership Team

Greater Nashville

president

Gary Rzucidlo

CEPA


BNY Mellon Wealth Management
Phone: 678.538.2072

Email Gary

Leadership

Sarah Hannah

 


 Bradley Arant Boult Cummings, LLP
Phone: 615.252.3823

Email Sarah

Leadership

Jim Cumbee

 CEPA


 Tennessee Valley Group, Inc. 
Phone: 615.390.9966

Email Jim

Leadership

Scott Schumpert

 


  Carr, Riggs & Ingram 
Phone: 615.760.1526

Email Scott


Sponsors

Basic CMYK

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