Exit Planning Exchange, Atlanta Chapter, with David Shavzin and Bob Tankesley (North Fulton Business Radio, Episode 282)
The Exit Planning Exchange, Atlanta Chapter, is a diverse group of professionals with a common goal: working collaboratively to assist business owners with a sale or business transition. Co-Founders David Shavzin and Bob Tankesley joined host John Ray to discuss the association’s mission and its growth. “North Fulton Business Radio” is produced virtually by the North Fulton studio of Business RadioX® in Alpharetta.
The Exit Planning Exchange
The Atlanta Chapter of the Exit Planning Exchange is a local nonprofit association of advisors who provide professionalism, principles and education to the heart of the middle market. Our members work with business owners in all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy.
XPX Atlanta is fundamentally changing the trajectory of exit planning services in the Southeast United States.
XPX Atlanta delivers a collaborative-based networking exchange, broad representation of exit planning competencies, and a bridge spanning value-building, value transfer, and life-legacy for business owners. VALUES Work Collaboratively Put the Client First Think Long Term Consider the Human Angle Always be Learning
David Shavzin and Bob Tankesley along with Eric Togneri founded the Atlanta chapter in May 2019 which now has close to 100 members and a dozen sponsors.
David Shavzin, President, The Value Track
David Shavzin is a passionate exit strategist and succession planning expert. He created The Value Track to help business owners improve profitability, build value, and sell their companies. David brings an outside, objective, and candid perspective in guiding client firms to success.
In getting companies ready for sale, he facilitates strategic planning sessions, conflict resolution, merger negotiations, and helps business partners work through a variety of business challenges. David emphasizes clear, measurable objectives and prioritization of action and resources. He frequently speaks on exit & succession planning, building value and the transaction.
Prior to creating his practice in 2000, David’s career included banking & finance roles; and a dozen years with Aventis. After finance and mergers & acquisitions work in Europe, he was named vice president of a North American division, overseeing finance, operations, supply chain, quality, and technology.
David is Co-Founder of Exit Planning Exchange Atlanta (XPX), a Certified Management Consultant (CMC) and past president of the Institute of Management Consultants (Georgia Chapter). David earned an MBA from George Washington University and a BA from the University of Wisconsin. He is fluent in French, conversational in Spanish.
Bob Tankesley, Principal, Neri Capital Partners
Bob Tankesley helps business owners transition out of their companies, usually resulting in a sale of the business and the real estate to outside buyers. As a 4th generation entrepreneur, he has a deep affinity for and understanding entrepreneurs, which easily develops into a trust relationship with business owners. Since 2000, Bob has helped business owners understand their businesses better. He helps them think through their long-term goals and plans, educates them on business value and brings the right (collaborative) advisory team around the table.
His early career was in finance for a Fortune 500 company and audit for a Big 4 CPA firm, then he set up his own firm, always with a focus on entrepreneurs and owners. A frequent speaker on these topics, Bob holds a MBA degree and a CPA license. He is Vice President and Co-Founder of Exit Planning Exchange Atlanta, formed to bring advisors together in a collaborative effort to serve their clients.
Questions/Topics Discussed in this Show
- Why did you agree to start XPX in Atlanta?
- Why does Atlanta need another association?
- What do you see happening with Exit Planning in the Southeast now…2 years ago?
- What are the key tenets of XPX Atlanta and why are they important?
- Who are your members? Who should be joining XPX?
- How can listeners learn more about XPX Atlanta?
North Fulton Business Radio” is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, iHeart Radio, Stitcher, TuneIn, and others.
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