Affiliate Membership with the Family Enterprise Center
Our Affiliate Members are professionals who understand the unique dynamics of family-owned businesses. They’re here not to sell, but to support — offering specialized knowledge, practical guidance, and decades of experience serving businesses like yours.
Whether you're planning a transition, growing your team, or navigating tough decisions,
these partners are here to help you ask the right questions, explore your options,
and find the path forward.
Interested in Becoming an Affiliate?
If you offer services to family-owned businesses and share our commitment to education and ethical guidance, we’d love to talk. Learn more about becoming an Affiliate Member.
Iglar Asset Management brings over 80 years of experience in guiding business owners through the complexities of wealth management—both in preparation for and during the transition of their business. Our approach is tailored to each owner's unique goals and circumstances. By managing this critical aspect of their financial journey, we enable our clients to focus on what they do best: running and growing their business.
Questions Joe Can Help You Answer
How can I determine the right time to transition out of my business?
What strategies are available to help me minimize taxes within my investment portfolio
as a business owner?
Are my current investments aligned with both my personal financial objectives and
the long-term goals of my business?
At Iglar Asset Management, we collaborate closely with business owners to design personalized wealth strategies that support both their entrepreneurial vision and long-term financial independence—before, during, and after business transition.
I offer tax planning and compliance services to small and mid-sized businesses in
most service industries as well as real estate ventures. The firm as a whole is a
regional full-service accounting and consulting practice which provides audit, bookkeeping,
financial planning, retirement/estate planning, and payroll services along with a
robust exit and legacy planning practice.
Questions Cary Can Help You Answer
How can I be better prepared for tax season and avoid a surprise tax bill>
What is the best retirement plan to set up to benefit myself and my employees?
What can I do now to set myself up for success when it's time to sell my business?
How can I ensure a strong financial legacy for my children and grandchildren?
I get to know my clients and their long-term goals to make sure they are fully prepared
for what is to come. CRI and our portfolio companies offer an extensive array of services
including tax, audit, consulting, bookkeeping, financial planning, retirement/estate
planning, and payroll to be able to fully service clients' financial needs under one
umbrella.
Carl Nicpon was the third-generation owner of a wedding services provider with 14
Atlanta locations and 200 employees. Carl led the effort to sell the 50-year-old business
in a private equity roll-up of the industry, and he now uses that first-hand experience
in his role as Managing Director at Marsh Creek Advisors, where he helps business
owners bring their company to market and negotiate a successful exit.
Carl is also an Adjunct Professor in the Executive MBA program at the University of
Georgia. He also holds the gold standard designation of Certified Exit Planning Advisor.
Carl lives in Dunwoody with his wife Lyn, and they have two boys who attend Georgia
Tech.
Questions Carl Can Help You Answer
How much money could I get if I sold my business?
If I wanted to sell my business, how would that work?
How do I determine when is the right time to sell my business?
What do I need to work on now so that I'll get top dollar when I'm ready to sell?
I do this because I've been in your shoes and believe the experience of selling your
business should be as rewarding as the journey of building it. I don't know any other
M&A Advisor who purchased a business from their parents, operated it, and sold it.
John Marsh
Marsh Creek Advisors: M&A Advisory Firm and Business Brokerage Managing Partner | Atlanta, GA JMarsh@mcreek.com
John is the Managing Partner of Marsh Creek Advisors. He is a recent recipient of
the IBBA's Top Global Producer Award for most closed deal volume - the highest honor
in the industry.
Questions John Can Help You Answer
How much is my business worth?
How can I prepare my business today for a future sale?
How do I sell my business and achieve maximum value, both in price and in the conditions
of the sale?
What factors make business in my specific industry desirable for buyers?
Through our proprietary Power Exit Strategy and our Trust before your transaction
philosophy, we deliver personalized attention, maximize value, and consistently achieve
a higher-than-average exit success rate for business owners.
Cary has over twenty-five years' experience leading and coaching small businesses
in multiple industries. As a former COO and certified business strategy coach, he
helps executive leadership teams cut through the noise, focus on their priorities
to get real results, and drive accountability without losing the human element of
their businesses.
Questions Jonathan Can Help You Answer
How do I drive accountability to get results without micromanaging my team?
I struggle with making my vision for the future clear and getting everyone on the same page.
Our growth has stalled; how do I create momentum for my business?
How do we scale and maintain culture at the same time?
Having been a leader in small businesses and working as an advisor with many companies,
I've been in your shoes and understand your challenges. I know you want honest, practical,
actionable input and tools - not theoretical advice - so you can build the company
and the culture you want.
My business exists to give me a real choice about how I enjoy life with my family...and,
that's what we do for our clients. Give them real choices so their business thrives
without them being omnipresent. Your marketing, branding, and sales must have a system.
We build those systems with you, turn on the AI engine, and reduce workloads by up
to 90%. We also increase sales to whatever your goals might be.
Questions Robert Can Help You Answer
How do I consistently, predictably, and repeatedly market my company with simplicity?
How can I make money in a tough market with a great offer?
How do I make money without spending money?
How can I trust the business is thriving without me?
How can I subordinate my business to my own personal well-being?
Look - I'm a failure. I had a multi-million-dollar direct mail business that I destroyed.
Do you know why? After my wife and I lost our son - and six months later I lost my
father - I had a complete emotional breakdown. You know what failure gave me, though?
First - and most importantly - space to grieve. Second, it gave me clarity as to what
a successful business really is. Literally starting over, I've built a system where
I work about 10 hours a week and produce multiple six figures for myself. We can do
that with you (without the breakdown).
Christy Renee Stehle
Ignite Your Business Magnetic Storyteller & Strategist | Marietta, GA info@christyrenee.com
Christy Renee Stehle is a brand strategist who helps family-owned businesses turn
their reputation into clear brand communication that builds trust across generations.
With a background shaped by storytelling expertise, global travel, and training from
an Emmy-winning ad agency, she brings a grounded, human-centered approach to brand
growth in the age of AI.
Questions Christy Can Help You Answer
How do we tell our story in a way that connects with today's buyers?
How do we translate decades of word-of-mouth marketing into a digital strategy without losing the essence of what we stand for?
What kind of branding documents do we need to set the next-gen up for success?
What’s the best way to build trust online when everyone’s skeptical of marketing and AI-generated content?
How can we save time using AI without losing our human touch?
Family businesses are built on trust, but in today’s digital world, even the most respected names can feel invisible or misunderstood. I help you translate in-person credibility into an online strategy that grows your loyal client base.
