Chapter Leadership
Showing 13 Members
David Shavzin
Strategic Alliances Committee Co-Chair Conference Committee Co-Chair Chapter Secretary Immediate Past President Board Member & Co-Founder
President
The Value Track
you want to sell your company, understand the sale process and understand value.
Josh Dukelow
Conference Committee Co-Chair
Gift Planning Officer
Community Foundation for Greater Atlanta
your client wants to reduce taxes and give back as part of the exit process.
Nikki Evans
Conference Committee Co-Chair
CEO
Ridgeline Coaching
Your clients have "people problems" and need a crystal clear vision, help communicating the vision, accountability and engagement systems to realize the vision and get out of their own way.
Maria Forbes
President Board Member Membership Chair Recruiting and Succession Committee Co-Chair
President, Chief Engagement Officer
FIREPOWER Business Catalyst, LLC.
You need to assist owners and key decision makers in defining roles and engaging talent as part of business growth and transition planning. Convert people strengths into business performance.
Matt Losanno
Board Member Events Committee Co-Chair
Wealth Manager
Navitas Wealth Advisors
When you have a business owner that is quickly approaching (or way past) the lifetime gift exemptions. My firm excels at minimize estate taxes and maximizing the transfer to future generations.
Angela Rehkop
Membership Engagement Committee Co-Chair
ChFC, CFP
Financial Care Providers
Whenever you have a question about Comprehensive Financial Planning, Retirement Planning, Buy/Sell Funding, Investments, Long Term Care, Tax Related Strategies and Creative Options around financials.
Kevin Sledge
Membership Engagement Committee Co-Chair
VP, Commercial Banker
Synovus
You have commercial financing needs for Business Acquisitions, Real Estate purchases and Working Capital.
Sabine Williams
Treasurer
CEO
Legacy CPA Services
Bookkeeping, technical accounting, outsourced controller, compilation, reviews and advisory services to accounting firms.
Ashley Edwards Altman
Board Member Membership Committee
Certified Business Performance Advisor
Insperity
Human Capital Needs and Cost Containment/Outsourced HR
Anthony Chen
President Elect Board Member Events Committee Co-Chair
Financial Advisor
Lighthouse Financial Network, LLC
A business is looking to consider ownership change or set up a retirement plan.
Robert Douglass
Conference Committee Co-Chair
Managing Partner
Corbet Capital Advisors
...you are working with a business owner who is contemplating selling or recapitalizing their company. We can assist with pre-sale planning before the event and with wealth management after liquidity has been taken out of the company.
Jeff Armacost
Board Member Marketing Committee Co-Chair
Brand Consultant, Builder, Storyteller
Whole Brain Brands
You need a new story that gets your customer and the world to know just how awesome, different and valuable your business or organization really is.
Contact & Connect
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