A Boutique Advisory Firm
Focused on Your Success

Apex Exit Advisors was founded by Stephen E. Capizzi, who also serves as its Managing Principal. While Steve has worked with a wide range of business owner clients over the last 30 years in financial services, he specializes in providing comprehensive exit strategies for small to mid-size businesses and family-owned businesses. He has assisted hundreds of entrepreneurs in increasing the value of their businesses, developing strategic transition plans, and carrying out the business selling process to maximize sell-side proceeds.

His banking, valuation, financial planning, and M&A experience along with his educational backgrounds create a unique combination of skills that provides “spot on” perspective that business owners can learn and benefit from. Steve recognizes that most advisors are just unfamiliar with the planning process and available opportunities to allow owners to exit on their own terms. He is passionate about changing exit outcomes. Steve’s transition planning education and experience started in 1996 and over the years he has achieved the Certified Merger & Acquisition Advisor designation through the elite organization: The Alliance for Merger and Acquisition Advisors. To complement his M&A skills, Steve learned to master the art of “Increasing Business Value” and was awarded the elite designation of Certified Value Growth Advisor through the VOP Advisor Program. 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 2000 advisors hold nationwide.
Steve enjoys relationships with many professional organizations related to the financial services trade and has served in leadership roles such as President of the Financial Planning Association of Georgia. Currently, he serves as President of the Georgia Chapter of the Exit Planning Institute. These and other organizations have asked Steve to speak on the topic of Exit Planning for Business Owners. In 2017, he was awarded “Member of The Year” by The Exit Planning Institute, for his leadership and professional achievements.
He lives in Alpharetta, Georgia where he enjoys fitness, hiking, and enjoys learning about the human mind. Steve, loves all sports especially football and baseball. He attends First Baptist Church of Atlanta.

Phillip Williams is a Certified Exit Planning Advisor (CEPA®) with 30 years of commercial banking experience who helps business owners maximize value and achieve successful exits. Having facilitated millions in financing for businesses, Phillip understands what makes companies attractive to buyers and investors.

In 2015, Phillip launched his consulting practice, P & P Business Solutions, specializing in debt and equity capital raising for lower middle market businesses. He earned his CEPA® designation from the Exit Planning Institute in 2019 and has since guided numerous owners through complex exit planning processes and sell-side deal negotiations.

What sets Phillip apart is his unique dual perspective as both a seasoned banker and certified exit planning strategist. His banking background provides intimate knowledge of how lenders and investors evaluate businesses, while his CEPA® training ensures he can maximize business value and minimize transition risks.

Phillip focuses on proactive planning, recognizing that successful exits require strategic preparation. He works with owners to identify value enhancement opportunities, address potential roadblocks, and ensure financial readiness for transition. His extensive professional network and CEPA® community connections provide clients with comprehensive support throughout the exit process.

For business owners seeking capital or planning their exit, Phillip Williams offers proven financial expertise, sell-side transaction experience, and specialized exit planning credentials—making him an invaluable partner in maximizing your life’s work while achieving your personal and financial objectives.

Mike Gentry is a proven business builder and strategic partnership architect with over 25 years of experience creating, scaling, and monetizing businesses through the power of strategic relationships. At Apex Exit Advisors, Mike leverages his exceptional track record in partnership development and relationship-building to recruit top-tier advisors and forge strategic alliances that drive value for lower middle market business owners.

Mike’s entrepreneurial prowess is defined by his talent for forging high-impact partnerships. In 2009, he launched DHP Home Delivery as an online innovator in medical-supply distribution, securing strategic alliances with healthcare facilities and pioneering direct-to-consumer channels. Those collaborative relationships ultimately paved the way for DHP’s acquisition by Woodbury Products, part of HealthEdge Investment Partners.

Mike’s role at Apex Exit Advisors centers on his proven ability to identify, recruit, and develop strategic partnerships. His approach focuses on creating mutually beneficial relationships that align with business objectives and drive measurable results. Mike understands that successful partnerships require more than agreements – they demand strategic vision, effective governance, and the ability to motivate partners toward shared success.

Mike Gentry represents the ideal combination of executive leadership, entrepreneurial success, and strategic relationship expertise – exactly what growing businesses need to scale through powerful partnerships.

As Vice President of Business Development at Apex Exit Advisors, Lea Capizzi helps business owners navigate one of the most pivotal seasons of their professional journey—planning for and executing a successful exit. With more than three decades of experience in business growth, financial services, and real estate investment, Lea is a trusted advisor known for building strategic relationships that create long-term value.

Lea’s expertise spans both sides of the table. She has scaled businesses, co-founded and managed real estate portfolios, and led high-performing sales and advisory teams in both corporate and entrepreneurial environments. Prior to joining Apex, she has served in leadership and senior business development roles in the business services and real estate sectors.

Her strength lies in identifying opportunities, aligning the right resources, and forging connections that lead to clear, confident decisions for business owners. Lea brings not only a BS in Finance and specialized certifications in real estate—but also a service-minded approach that resonates with founders seeking a thoughtful, personalized exit strategy.

At Apex, Lea is the first point of connection for many of our clients. She understands the weight of what’s at stake—and is passionate about helping owners realize the full potential of their life’s work.