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Stephen E. Capizzi, Cmaa, Cepa, Cfp® Email & Phone Number
President and Owner ▪ Mergers and Acquisitions Advisor ▪ Exit Planning Strategist ▪ Value Growth Expert
at
Apex Exit Advisors, LLC
2 work emails found
@apexexit.com
1 phone found area 678
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
President and Owner ▪ Mergers and Acquisitions Advisor ▪ Exit Planning Strategist ▪ Value Growth Expert
Location
Atlanta Metropolitan Area, United States, United States
Company size
Who is Stephen E. Capizzi, Cmaa, Cepa, Cfp®? Overview
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Quick answer
Stephen E. Capizzi, Cmaa, Cepa, Cfp® is listed as President and Owner ▪ Mergers and Acquisitions Advisor ▪ Exit Planning Strategist ▪ Value Growth Expert at Apex Exit Advisors, LLC, a company with 1 employees, based in Atlanta Metropolitan Area, United States, United States. AeroLeads shows a work email signal at apexexit.com, phone signal with area code 678, and a matched LinkedIn profile for Stephen E. Capizzi, Cmaa, Cepa, Cfp®.
Stephen E. Capizzi, Cmaa, Cepa, Cfp® previously worked as Owner ◆ Exit Plan Strategists ◆ Merger and Acquisitions Advisor ◆ Business Consultant ◆ Intermediary at Apex Exit Advisors, Llc and Wealth Advisor ◆ Investment Advisor ◆ Wise Advice Giver ◆ Trusted Advisor ◆ Author at Core Financial Advisors, Inc.. Stephen E. Capizzi, Cmaa, Cepa, Cfp® holds Bachelor'S Degree, Finance And Marketing from Jacksonville State University.
Company email context
Email format at Apex Exit Advisors, LLC
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*@apexexit.com
74% confidence
AeroLeads found 2 current-domain work email signals for Stephen E. Capizzi, Cmaa, Cepa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Stephen E. Capizzi, Cmaa, Cepa, Cfp®
My name is Steve Capizzi. Helping people take CONTROL of their financial/business assets and make WISE financial decisions has always been my passion and mission. I believe in giving OBJECTIVE client-centered fiduciary advice, which at times is NOT what clients want to hear, but it’s the RIGHT advice for clients to hear.I enjoy helping business owners "EXIT on their own terms" to achieve “Peace of Mind” that comes with building your personal wealth and selling their business for top dollar.Since 1985, I have accumulated a very UNIQUE set of SKILLS and experience in banking, financial analysis, investment management, business valuation, increasing business value, selling businesses, and providing financial planning to business owners that benefits them. My goal? To be real - Do what is right - Be a team player. I want every client to succeed and I work hard to make it happen.★ BUSINESS OWNEROwnership transition will be one of the most important endeavors you take on.The questions is …Will you EXIT on your terms and meet all your goals?Studies show 75% of business owners DON”T ACCOMPLISH THEIR GOALS with the sale of their business, or worse, 87% of owners DO NOT EVEN HAVE AN EXIT PLAN. Only 2% of owners exit on their terms. Will you?As a EXPERT EXIT PLANNER, with M&A sell-side experience, I can MAXIMIZE YOUR VALUE and SELL your business on your terms so that you can enter The 2% Exit Club℠.Learn more ☛ www.ApexExit.comCall ☎ 678-242-5250 or ✉ info@apexexit.com SPECIALTIES:Exit & Transition PlanningM&A Advisory ServicesSelling BusinessesRecapitalizationPrivate EquityBuy-SideValuationsFinancial AdvisoryRetirement PlanningWealth Management
Listed skills include Investments, Retirement Planning, Wealth Management, Financial Advisory, and 19 others.
Current workplace
Stephen E. Capizzi, Cmaa, Cepa, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Apex Exit Advisors, Llc
6 roles
Stephen E. Capizzi, Cmaa, Cepa, Cfp® work experience
A career timeline built from the work history available for this profile.
Owner ◆ Exit Plan Strategists ◆ Merger And Acquisitions Advisor ◆ Business Consultant ◆ Intermediary
CurrentApex Exit Advisors is a Atlanta boutique advisory firm that provides ownership transition services to middle market businesses. Since 1994, the firm has sold businesses across a broad range of industries including manufacturing, distribution, wholesale, and service. The firm’s M&A business brokerage services focuses on sell-side and buy-side industry.
Sep 1994 - Present
Wealth Advisor ◆ Investment Advisor ◆ Wise Advice Giver ◆ Trusted Advisor ◆ Author
Current
Core Financial Advisors, Inc.
Sep 1999 - Present
Marketing Representative
BancBoston Leasing was the equipment leasing subsidiary of Bank of Boston. It's mission was to offer equipment leasing services to bank and non-bank customers.Based in Atlanta, I called on CFO's, Contollers and decision makers to sell equipment leasing funding to Fortune 500 and middle market companies. Leasing products included operating and capital.
Jul 1989 - Aug 1994
Management Trainee, Account Executive
Signal Capital Corporation
Signal Capital was a diverse equipment finance and leasing company based in Hampton, NH and was part of the Wheelabrator Group. I trained in the highly sought after 6 Month Management Training Program as a Sales Trainee. Program covered credit training, financial analysis, lease structuring, sales training, and management.Awarded BEST Credit Analyst in the.
Jan 1988 - Jul 1989
Financial Services Representative
A subsidiary of Caterpillar. CAT Financial is the captive finance company for the Caterpillar dealer network. I worked with dealer sales representatives throughout the Southeast quoting financing and leasing packages for the sale of constructions equipment, lift trucks, engines and agriculture equipment. These offerings included installment sale contracts.
Aug 1985 - Dec 1988
6 education records
Stephen E. Capizzi, Cmaa, Cepa, Cfp® education
Bachelor'S Degree, Finance And Marketing
Jacksonville State University
75 Hour Georgia Pre-License Course For Salesperson
Georgia Institute Of Real Estate
Cfp® Certification Professional Education Program
College For Financial Planning
Chartered Mutual Fund Counselor Designation "Cmfc"
College For Financial Planning
Certificate In Wealth Counseling, Wealth Counseling And Estate Planning
Professional Mentoring Program
60 Hour Broker Pre-License Georgia Real Estate
Barney Fletcher School Of Real Estate
FAQ
Frequently asked questions about Stephen E. Capizzi, Cmaa, Cepa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Stephen E. Capizzi, Cmaa, Cepa, Cfp® work for?
Stephen E. Capizzi, Cmaa, Cepa, Cfp® works for Apex Exit Advisors, LLC.
What is Stephen E. Capizzi, Cmaa, Cepa, Cfp®'s role at Apex Exit Advisors, LLC?
Stephen E. Capizzi, Cmaa, Cepa, Cfp® is listed as President and Owner ▪ Mergers and Acquisitions Advisor ▪ Exit Planning Strategist ▪ Value Growth Expert at Apex Exit Advisors, LLC.
What is Stephen E. Capizzi, Cmaa, Cepa, Cfp®'s email address?
AeroLeads has found 2 work email signals at @apexexit.com for Stephen E. Capizzi, Cmaa, Cepa, Cfp® at Apex Exit Advisors, LLC.
What is Stephen E. Capizzi, Cmaa, Cepa, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 678 for Stephen E. Capizzi, Cmaa, Cepa, Cfp® at Apex Exit Advisors, LLC.
Where is Stephen E. Capizzi, Cmaa, Cepa, Cfp® based?
Stephen E. Capizzi, Cmaa, Cepa, Cfp® is based in Atlanta Metropolitan Area, United States, United States while working with Apex Exit Advisors, LLC.
What companies has Stephen E. Capizzi, Cmaa, Cepa, Cfp® worked for?
Stephen E. Capizzi, Cmaa, Cepa, Cfp® has worked for Apex Exit Advisors, Llc, Core Financial Advisors, Inc., Banc Boston Leasing, Signal Capital Corporation, and Caterpillar Financial.
How can I contact Stephen E. Capizzi, Cmaa, Cepa, Cfp®?
You can use AeroLeads to view verified contact signals for Stephen E. Capizzi, Cmaa, Cepa, Cfp® at Apex Exit Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Stephen E. Capizzi, Cmaa, Cepa, Cfp® attend?
Stephen E. Capizzi, Cmaa, Cepa, Cfp® holds Bachelor'S Degree, Finance And Marketing from Jacksonville State University.
What skills is Stephen E. Capizzi, Cmaa, Cepa, Cfp® known for?
Stephen E. Capizzi, Cmaa, Cepa, Cfp® is listed with skills including Investments, Retirement Planning, Wealth Management, Financial Advisory, Small Business, Business Valuation, Ownership Transition, and Selling Businesses.
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