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2017-02-22T00:00:00.000Z

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Wrong Stephen Capizzi?

Mr. Stephen E. Capizzi

Founder and Managing Principal

Apex Exit Advisors LLC

HQ Phone: (678) 242-5250

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Apex Exit Advisors LLC

11175 Cicero Drive Suite 100

Alpharetta, Georgia 30022

United States

Find other employees at this company (1)

Background Information

Employment History

Managing Principal

Core Business Advisors Inc

Affiliations

President
Financial Planning Association

Member
Exit Planning Institute

Member
National Ethics Bureau

Member
International Business Brokers Association Inc

Member
M&A Source

Board Member
FPA of Georgia (Financial Planning Association of Georgia)

Education

CFP

Certified Financial Planner™

Bachelor of Science degree

Finance and Marketing

Jacksonville State University

Bachelor of Science degree

Finance and Marketing

Jacksonville State University , Jacksonville , Alabama

Web References (26 Total References)


Stephen E. Capizzi, CEPA, CFP® | Apex Exit Advisors

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Home | Our Team | Stephen E. Capizzi, CEPA, CFP®

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Stephen E. Capizzi, CEPA, CFP®
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Stephen Capizzi
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Stephen E. Capizzi
Email Steve
Stephen E. Capizzi, is Founder and Managing Principal of Apex Exit Advisors™ and the exclusive 2% Exit Club?. While he has worked with a variety of clients over the past 26 years in financial services, Steve specializes in providing comprehensive exit planning strategies for small to mid-size businesses and family-owned businesses. He has helped numerous entrepreneurs build value in their businesses, develop strategic exit and transition plans, execute the transfer selling process, and maximize proceeds post-sale.
His banking, business, valuation and wealth advisory experience along with his educational backgrounds create a unique combination of skills that provides "spot on" perspective that business owners enjoy. Steve adds, "My faith means a lot to me and is a guidepost both in my business and life. Doing what's right for our clients is at the forefront, and people and relationships are what matter most in life! I believe in encouraging people to reach their potential, and enjoy being a team player in that process. My goal is to see every client become part of the 2% Exit Club."
Steve 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 Planner designation, which fewer than 350 advisors hold nationwide. Additionally, Steve co-authored a book titled, Family Wealth Counseling: Getting to the Heart of the Matter (Copyright 1999, Professional Mentoring Program).
Steve enjoys relationships with many other organizations related to the financial services trade, and he has served as President of the Financial Planning Association of Georgia.
He lives in Johns Creek, Georgia where enjoys fitness, photography, and participates in outreach activities in the community.


Our Team | Apex Exit Advisors

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Stephen E. Capizzi

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Stephen Capizzi,


Stephen E. Capizzi, CBI, ...

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Stephen E. Capizzi, CBI, CEPA, CFP Stephen E. Capizzi is Managing Principal of Apex Exit Advisors, LLC. While he has worked with a variety of business owner clients over the past 26 years in financial services, Steve specializes in providing comprehensive exit planning strategies for small to mid-size businesses and family-owned businesses. He has helped over a hundred entrepreneurs build value in their businesses, created strategic financial and transition plans, and executed the M&A selling process to maximize proceeds for his clients.

Steve's exit planning education and experience started in 1996 as he became a Certified Business Intermediary (CBI) with the International Business Brokers Association. 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 400 advisors hold nationwide.


What's even better the clients and ...

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What's even better the clients and professionals who have visited my site have said, "nothing but impressive". ~ Steve Capizzi, Apex Exit Advisors, LLC.


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