The Estate Planning Council Calendar of Events


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Upcoming events

    • 09/12/2019
    • 5:15 PM
    • 10/22/2019
    • 7:00 PM
    • The Georgian Club


    Date:  Tuesday, October 22, 2019

    Location:  The Georgian Club 

    Time:  Networking from 5:15 p.m. - 6 p.m.

                Program speaker from 6 p.m. - 7 p.m.  

    Cost:  FREE for members / $50.00 for non-members 

    Speaker:  Don Bravaldo, CPA, Bravaldo Capital Advisors

    Topic: Why is My Phone Ringing [With M&A Inquiries]?

    (Selling your business in a hot M&A market- An M&A Case Study and Market Update)

    Don founded Bravaldo Capital Advisors in 2006 to provide full-service investment banking to middle market clients, a segment underserved by larger advisory firms. As managing partner, Don has led BCA through successful transactions across a wide variety of industries.

    Prior to founding Bravaldo Capital Advisors, Don led the middle market group at a Southeastern M&A advisory firm and oversaw all North American mergers and acquisition activity for Hanger Orthopedic Group, Inc., a large, publicly traded, consolidator of orthopedic and prosthetic service businesses. In these roles, Don administered all phases of the mergers and acquisition process, including identifying potential sell side opportunities, packaging businesses for sale, performing business valuations, extending and negotiating offers, conducting due diligence investigations, and managing the formal closing process.

    Earlier in his career as an auditor with Bennett Thrasher & Co., P.C. and Arthur Andersen LLP, Don coordinated financial reporting engagements and provided business consulting services to clients throughout the Southeast in industries including construction, service, manufacturing, and healthcare.

    Don is a member of the Georgia Society of Certified Public Accountants and the American Institute of Certified Public Accountants. He graduated cum laude with a BS in Accounting from Auburn University. Don is active in his church and enjoys golf, fishing and the outdoors.

    For directions to the Georgian Club, click here.  

Past events

07/30/2019 EPCNGA 2019 Summer Social - Todd English Tavern
04/16/2019 May 21, 2019 Council Meeting
03/26/2019 March 26, 2019 Council Meeting
01/22/2019 January 22, 2019 Council Meeting
12/04/2018 December Council Meeting
10/23/2018 October 2018 Council Meeting
07/24/2018 EPCNGA 2018 Summer Social
05/22/2018 May 2018 Council Meeting
03/27/2018 March 2018 Council Meeting
01/23/2018 January 2018 Council Meeting
12/05/2017 December Council Meeting
10/24/2017 October Council Meeting
07/25/2017 EPCNGA Summer Social
05/23/2017 May Council Meeting
03/28/2017 March Council Meeting
12/06/2016 December Council Meeting
10/25/2016 October Council Meeting
07/26/2016 Summer Social
05/24/2016 May Council Meeting
03/22/2016 March Council Meeting
01/26/2016 January Council Meeting
12/08/2015 December Council Meeting
10/27/2015 October Council Meeting
07/28/2015 EPCNGA Summer Social
07/13/2015 2015 Skills Training for Estate Planners
07/09/2015 Fiduciary Law Institute
05/19/2015 May Council Meeting
03/24/2015 March Council Meeting
01/27/2015 January Council Meeting
12/09/2014 "Latest Developments in GA Fiduciary Law," Mary Radford, GSU
10/28/2014 "When Good Estate Planning is Bad Divorce Planning," Sherri Holder, CPA, and Amy Sullivan, Attorney
07/22/2014 EPCNGA Member Social
05/20/2014 Council Meeting: Income Tax Planning Kit for Estate Planners, Richard Morgan and Barbara Coats
03/25/2014 Council Meeting: Core EP for Bottom 99%, James Kane, Chamberlain Hrdlicka
02/05/2014 Council Meeting: Tips to Avoid Post-Mortem Disputes, Craig Frankel, Gaslowitz Frankel
12/10/2013 Council Meeting: Estate Plan Challenges & Cases, Mark Williamson, Alston & Bird
10/22/2013 October Council Meeting
08/22/2013 August Joint EPCNGA/FSP Atlanta Symposium
05/21/2013 May Council Meeting / Speaker Allen Venet, SunTrust
03/26/2013 March Council Meeting / Speaker Jeff Scroggin, Scroggin & Co.
01/22/2013 January Council Meeting
12/04/2012 December Council Meeting / Speaker Mary Radford, GSU
10/23/2012 October Council Meeting / Speaker Walter Helms, Nease Lagana
08/08/2012 August 2012 Joint EPCNGA/FSP Atlanta Symposium
05/22/2012 May 2012 Council Meeting
03/27/2012 March 2012 Council Meeting
01/24/2012 January 2012 Council Meeting
12/06/2011 December 2011 Council Meeting
12/06/2011 December 2011 Board Meeting
10/25/2011 October 2011 EPCNGA Meeting
10/25/2011 EPCNGA October Board Meeting
08/23/2011 EPCNGA 2011 Symposium
05/24/2011 May 2011 EPCNGA Meeting
05/24/2011 EPCNGA May Board Meeting
03/22/2011 March 2011 EPCNGA Meeting
03/22/2011 EPCNGA March Board Meeting
01/25/2011 January 2011 EPCNGA Meeting
01/25/2011 EPCNGA January Board Meeting
12/07/2010 The 2010 Georgia Trust Code
12/07/2010 EPCNGA December Board Meeting
10/26/2010 Tax Planning For Investments
10/26/2010 EPCNGA October Board Meeting
08/24/2010 EPCNGA Annual Symposium
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