Stephen E. Capizzi, Cmaa, Cepa, Cfp® Email & Phone Number

Atlanta, Ga, Us

Apex 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 neutral engagements with revenues between $3 to $50MM.My role started off providing business brokerage and valuation services to Atlanta small businesses, but as time grew I evolved by serving middle market owners and selling businesses for $5.1MM then $9.7MM and higher.It became apparent as I was selling businesses that owners usually face four critical issues:1. They have NO coordinated EXIT PLAN - Studies back this, “…87% DO NOT have a plan”2. NO real-world UNDERSTANDING of salability or business VALUE from the buyers perspective3. Their advisers DO NOT coordinate with one another4. May NOT have enough to RETIRE By selling businesses I've concluded: If you DON"T PLAN...YOU ARE LEAVING MONEY ON THE TABLE for the buyer to take. You need to “Know what you don't know”.This is why I created a thorough EXIT PLANNING process called, “The 2% EXIT CLUB”, which allows ownership transition on YOUR TERMS.Watch my videos in the “Summary Section”, media or go to www.ApexExit.com.Engaging in my plan you can:✔ ALIGN your personal and business GOALS together✔ Reveal if you CAN RETIRE by proper tax and financial planning✔ INCREASE BUSINESS VALUE by strengthening value drivers - Grow - Create a MORE SALABLE business (Value Creation)✔ Determine BEST TRANSITION channel and TIME to Exit✔ SELL your business for MAXIMUM VALUEYour CPA, Attorney, Financial Advisor, and Coach participate in ONE coordinated integrated plan lead by me. FIND OUT NOW - What's Your Business Sellability Score?http://apexexit.com/whats-your-sellability-score/★ Learn more - www.ApexExit.com★ Call ☎ 678-242-5250 or ✉ info@ApexExit.com

Us

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 leases involving all types equipment. Deal size ranged from $250K to $50MM. Territory covered was Florida, Illinois and Wisconsin.

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 program.Awarded Georgia territory. I was responsible for selling equipment leasing services to small and middle market businesses. Preferred B and lower quality credit customers with deal size between $25K to $20MM. Most industries and types of equipment.Well versed in deal structuring involving installment, capital leases, and operating leases both normal payment and seasonal schedule. TRAC leasing was a specialty.

Nashville, Tn, Us

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, capital leases and operating leases. Deal size ranged from $15,000 to $10MM. Other duties included credit analysis and collections.

Bachelor'S Degree, Finance And Marketing

75 Hour Georgia Pre-License Course For Salesperson

Cfp® Certification Professional Education Program

Chartered Mutual Fund Counselor Designation "Cmfc"

Certificate In Wealth Counseling, Wealth Counseling And Estate Planning

60 Hour Broker Pre-License Georgia Real Estate