Georgia Chapter Event: Unveiling Georgia’s State of Business Owner Readiness Survey

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 EPI Members $20 *Members must log into the EPI Member Center to receive the member pricing.

Member Registration

Non-Members $30

Non-member Registration

 

Overviewdivider

Unveiling Georgia’s State of Business Owner Readiness Survey

Come join us as we share survey results from our own Georgia lower middle market business owners.  Learn how we educate owners on the differences of “attractiveness” versus “readiness”.  The survey is full of results that will surprise you.  Here is a sneak preview of what you will learn:

  • Owner demographics: who are the owners and their motivations
  • Learn how confident that they are “ready” to transition their business
  • Who and how many have established a formal advisory board
  • What percentage intend to transition in the next five years
  • Learn their knowledge level of exit planning
  • Do owners have a plan after they transition

Learning Objectives include:

  • Owner demographics: who are the owners and their motivations
  • Learn how confident that they are “ready” to transition their business
  • Who and how many have established a formal advisory board
  • What percentage intend to transition in the next five years
  • Learn their knowledge level of exit planning
  • Do owners have a plan after they transition

Speakers

The sharing of the survey will be done by the following organizations:

Apex Exit Advisors LLC, Stephen E. Capizzi, CM&AA, CEPA, CFP®

Carr Riggs and Ingram, Bruce McFadden, CEPA, CPA

SignatureFD, Philip Beatty, CPA, CEPA, CFP®

Integrated Financial Group, Michael Tarrant, CEPA, CFP®

United Community Bank, Tasia Katapodis

Brand Bank, Melanie Kurn

CRO Management Consulting, Christina Rebel-Otterbach

 

 

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Continuing Educationdivider

 

CEPAs receive 1 CE credit

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