Bob Tankesley Archives - Business RadioX ®

Secrets to a Successful Business Sale, with Bob Tankesley, Exit Teams

January 16, 2025 by John Ray

Family Business Radio

Secrets to a Successful Business Sale, with Bob Tankesley, Exit Teams

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Secrets to a Successful Business Sale, with Bob Tankesley, Exit Teams (Family Business Radio, Episode 61)

In this episode, Family Business Radio kicks off 2025 with Anthony Chen hosting m&a advisor and author Bob Tankesley. They discuss the intricacies of exit planning for family businesses, including common misconceptions, the importance of thinking like a buyer, and the value of building a strong advisory team. Bob shares insights from his book Exit Teams and highlights the critical factors that can either discount or drive a premium for a business during a sale. They explore the necessity of early strategic planning, the impact of family dynamics, and the rising relevance of human capital in business valuation.

Anthony concludes the show with thoughts on how to find the best advisor.

This episode is essential for any business owner contemplating an exit strategy or seeking to maximize their business value.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network. The show is produced by John Ray and the North Fulton affiliate of Business RadioX®.

Bob Tankesley, Exit Teams

Bob Tankesley is a fourth-generation entrepreneur, an MBA, and a CPA with a keen insight into and understanding of the business owner mindset. As an M&A advisor, he uses his 27 years of experience to sell companies grossing up to $75,000,000 in revenue throughout the southeast U.S., as well as the commercial real estate associated with such holdings. When a company is not ready to sell, Bob regularly partners with advisors of all types to optimize it throughout the ownership lifecycle and is a frequent speaker/educator to owners and their various advisors.

‍Bob’s experience ranges from a division of a Fortune 500 corporation to a Big Four accounting firm to multiple micro-cap and lower mid-market closely held businesses. He also ran his own tax and financial advisory firm for over a decade. For the past 22 years, he has advised over 150 business owners and executives on valuation, market readiness, and proven methods to engage in proper financial management.

Bob’s formal education includes both a BS degree in Accounting (cum laude) from UNC Asheville and an MBA in Finance from Appalachian State University, as well as multiple industry certifications. He is also a co-founder and board member of the Exit Planning Exchange (XPX) Atlanta Chapter.

Exit Teams: Build a Team of Advisors for Your Business Sale to Get a Higher Price

You’ve got one shot to sell your business right!

The American Dream fulfilled! You are a business owner, and it’s time to cash in on the sale of your business. Except the buyers on the other side of the table are prepared with a team of experts ready to lower your price.

Enter Exit Teams. This book won’t give you tactics that don’t pertain to your situation, and it won’t promise you beach chairs and Caribbean sunsets. This book will tell you the truth, letting you know the psychological dangers that play into a business sale, and how buyers can use that psychology to acquire your business for far less than you, the owner, could have made.

Follow along with Dave, the owner of FineLine Manufacturing, who received notice of a health scare, forcing him to think about selling before he’s ready. Dave makes many of the typical business seller moves, getting advice from seemingly logical but misaligned resources. Pressures mount from his employees, his customers, his friends, and his family as he juggles a business sale while maintaining secrecy.

When Dave finally gets an offer, it’s for far less than he had hoped. This sends Dave on a whirlwind of choices that pull him in many directions. Will Dave learn the lessons required to give him the best chance at business sale success before he loses his largest customer?

Exit Teams will:

Alert you to the emotional roller coaster that arises during a business sale.
Educate you to the common pitfalls business owners fall into, often of their own making.
Explain what an Exit Team is, and why they are necessary for the ultimate business sale success.
Warn you of some of the strategies buyers employ to pressure business sellers to lower their price.
Caution you about lifting expectations according to a colleague’s experience (hint: it may not be all he says it is).
Counsel you on how to handle family dynamics during a business sale.
Present you with common decisions made by inexperienced business sellers so you won’t make the same choices.
Display the challenge of secrecy among employees and customers.
Address health challenges and how they often impact the business owner while trying to sell.
Stress the need to understand your company’s value on an ongoing basis.
Provide you with a business selling experience without your having to learn the hard way from real life at the cost of millions of dollars

To order the book, follow this link.

Anthony Chen, Host of Family Business Radio

Family Business Radio is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through OSAIC, member FINRA/SIPC. RAA is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of OSAIC. The main office address is 575 Broadhollow Rd., Melville, NY 11747. You can reach Anthony at 631-465-9090, ext. 5075, or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY, in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA, home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance, Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of Family Business Radio can be found by following this link.

Preparing Your Business For Sale, with Bob Tankesley, Author of Exit Teams

December 4, 2024 by John Ray

North Fulton Business Radio

Preparing Your Business For Sale, with Bob Tankesley, Author of Exit Teams

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Preparing Your Business For Sale, with Bob Tankesley, Author of Exit Teams: Build a Team of Advisors for Your Business Sale to Get a Higher Price (North Fulton Business Radio, Episode 824)

In this edition of North Fulton Business Radio, host John Ray interviews Bob Tankesley, author of the newly released book Exit Teams. Bob discusses his extensive experience in M&A advisory and the motivations behind writing his book. He emphasizes that his book caters specifically to business owners, tackling the emotional and logistical obstacles associated with preparing a business for sale. Bob underscores the importance of having both internal and external teams to optimize the business and make it attractive to buyers. The discussion includes real-life anecdotes and practical advice aimed at helping business owners maximize their exit strategies.

John Ray is the host of North Fulton Business Radio. The show is recorded and produced by the North Fulton affiliate of Business RadioX® inside Renasant Bank in Alpharetta.

Exit Teams: Build a Team of Advisors for Your Business Sale to Get a Higher Price

You’ve got one shot to sell your business right!

Exit Teams will:

Alert you to the emotional roller coaster that arises during a business sale.
Educate you to the common pitfalls business owners fall into, often of their own making.
Explain what an Exit Team is, and why they are necessary for the ultimate business sale success.
Warn you of some of the strategies buyers employ to pressure business sellers to lower their price.
Caution you about lifting expectations according to a colleague’s experience (hint: it may not be all he says it is).
Counsel you on how to handle family dynamics during a business sale.
Present you with common decisions made by inexperienced business sellers so you won’t make the same choices.
Display the challenge of secrecy among employees and customers.
Address health challenges and how they often impact the business owner while trying to sell.
Stress the need to understand your company’s value on an ongoing basis.
Provide you with a business selling experience without your having to learn the hard way from real life at the cost of millions of dollars

To order the book, follow this link.

Bob Tankesley

Topics Discussed in this Episode

00:00 Introduction and Welcome
01:34 Guest Introduction: Bob Tankesley
01:48 The Journey of Writing Exit Teams
02:54 Understanding the Market and Audience
04:42 The Emotional Side of Selling a Business
06:34 Importance of a Strong Team
08:53 Fictional Approach to Business Advice
18:21 Challenges and Realities of Business Sales
19:25 Optimism and Realism in Business Exits
24:10 Final Thoughts and Book Information
25:29 Closing Remarks

Renasant Bank supports North Fulton Business Radio

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions, with over $17 billion in assets and more than 180 banking, lending, wealth management, and financial services offices throughout the region. All of Renasant’s success stems from each banker’s commitment to investing in their communities as a way to better understand the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

About North Fulton Business Radio and host John Ray

With over 800 shows and having featured over 1,200 guests, North Fulton Business Radio is the longest-running podcast in the North Fulton area, covering business in our community like no one else. We are the undisputed “Voice of Business” in North Fulton!

The show welcomes a wide variety of business, non-profit, and community leaders to get the word out about the important work they’re doing to serve their market, their community, and their profession. There’s no discrimination based on company size, and there’s never any “pay to play.” North Fulton Business Radio supports and celebrates business by sharing positive business stories that traditional media ignore. Some media leans left. Some media leans right. We lean business.

John Ray, Business RadioX - North Fulton, and Owner, Ray Business Advisors — **John Ray, Business RadioX – North Fulton, and Owner, Ray Business Advisors**

John Ray is the host of North Fulton Business Radio. The show is recorded and produced from the North Fulton studio of Business RadioX® inside Renasant Bank 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, Amazon, iHeart Radio, and many others.

The studio address is 275 South Main Street, Alpharetta, GA 30009.

John Ray also operates his own business advisory practice. John’s services include advising solopreneurs and small professional services firms on their value, their positioning and business development, and their pricing. His clients are professionals who are selling their expertise, such as consultants, coaches, attorneys, CPAs, accountants and bookkeepers, marketing professionals, and other professional services practitioners.

John is the national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

Bruce McFadden, Carr, Riggs & Ingram

February 18, 2022 by John Ray

North Fulton Studio

Bruce McFadden, Carr, Riggs & Ingram

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Bruce McFadden, Carr, Riggs & Ingram (The Exit Exchange, Episode 11)

As a CPA and Partner at Carr, Riggs & Ingram, Bruce McFadden has seen many missteps in how businesses handle an exit. He shares common mistakes, including not bringing the CPA into the process early enough. Bruce discussed ways to get the CPA on board early, questions to ask, quality of earnings statements, and much more. This episode of The Exit Exchange is co-hosted by Maria Forbes and Bob Tankesley and is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Carr, Riggs & Ingram

CRI is one of the fastest-growing CPA firms in the U.S., now a top 25 firm in the U.S. and a superregional firm in the S.E. they’ve been present and involved in the Atlanta market for over 40 years.

Providing traditional audit, accounting & tax services, and additionally consulting transaction advisory services in the M&A and exit planning space along with our portfolio companies. A very advisory approach.

Along with a number of professionals from their advisory teams at CRI, they are joined at the XPX Atlanta table by their portfolio companies: CRI Capital Advisory and Level Four.

Carr, Riggs & Ingram is pleased to be a gold sponsor of XPX Atlanta.

Company website | LinkedIn

Bruce McFadden, Partner, Carr, Riggs & Ingram

Bruce has 40+ years of experience in public accounting, including audit and attest services for clients in the manufacturing, distribution, technology, retail, construction, and hospitality industries, as well as audits of employee benefit plans. Bruce is one of the CRI-Atlanta partners responsible for overseeing the office’s quality control, a member of the firm’s SEC Practice Committee, and serves or has served as engagement partner on some firm’s public registrant clients.

He has in-depth knowledge and experience with mergers and acquisitions, systems consulting, cash flow modeling, benchmark analyses, business consulting, and exit planning.

The Exit Planning Exchange Atlanta

The Exit Planning Exchange Atlanta (XPX) is a diverse group of professionals with a common goal: working collaboratively to assist business owners with a sale or business transition. XPX Atlanta is an association of advisors who provide professionalism, principles and education to the heart of the middle market. Our members work with business owners through all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy. Our Vision: To fundamentally changing the trajectory of exit planning services in the Southeast United States. XPX Atlanta delivers a collaborative-based networking exchange with broad representation of exit planning competencies. Learn more about XPX Atlanta and why you should consider joining our community: https://exitplanningexchange.com/atlanta.

The Exit Exchange is produced by John Ray in the North Fulton studio of Business RadioX® in Alpharetta. The show archive can be found at xpxatlantaradio.com.

John Ray and Business RadioX are Platinum Sponsors of XPX Atlanta.

Tony Hill and Tim Templeton, Trivest

December 16, 2021 by John Ray

North Fulton Studio

Tony Hill and Tim Templeton, Trivest

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Tony Hill and Tim Templeton, Trivest (The Exit Exchange, Episode 10)

Tony Hill and Tim Templeton joined the show to discuss how Covid affected the private equity market, which trends may endure out of the pandemic, what Trivest looks for from owners, what they offer owners, the “Trivest Promise” which eliminates pain points for founders, and much more. The Exit Exchange is co-hosted by David Shavzin and Bob Tankesley and is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Trivest

Trivest is proud to be known as a leading private equity source for founder and family-owned businesses since 1981.

They have flipped the typical private equity infrastructure to place the interests of founders where they rightfully belong: at the forefront of Trivest’s philosophy.

Headquartered in Coral Gables, Florida and founded in 1981, Trivest is one of the only private equity firms in the United States that focuses exclusively on founder-owned businesses. And as the oldest private equity firm in the Southeastern United States, they understand the need to leave a lasting legacy behind.

For over four decades, Trivest has invested exclusively in lower middle-market businesses, completing over 300 investments that total more than $7 billion in value.

While private equity plays a critical role in the global M&A marketplace, their industry often has a negative perception in the minds of founders. Unfortunately, sometimes this perception is reality. As a result, they have built their entire business around providing ownership transitions specifically designed to fit the needs of founders/entrepreneurs, and Trivest works hard to ensure their ideals and philosophies are not compromised.

Their company-first approach brings highly differentiated and flexible options to business owners. They provide a fair, transparent process that eliminates the usual pain points that arise when dealing with private equity firms and/or strategic acquirers. Trivest calls this “Just Say No.” As a testament to their relationship focus, more than 40 founders who have previously partnered with Trivest have invested their own capital in Trivest funds.

Trivest has three distinct investment strategies. They are currently investing from their sixth institutional equity fund, Trivest Fund VI, with $630 million of committed capital for control investments. They also have a dedicated non-control fund, Trivest Growth Investment Fund II (TGIF), with $435 million of committed capital. Trivest Discovery Fund is a $235 million fund supporting small but profitable companies within fragmented industries.

Trivest is well-positioned to expeditiously partner with your business for its next stage of growth and development. Please call 305-858-2200 or email trivest@trivest.com with investment opportunities.

Company website | LinkedIn

Tony Hill, Vice President, Business Development, Trivest

Tony joined Trivest in 2019. In addition to co-leading the firm’s Business Development team, Tony spearheads a number of strategic initiatives, such as its retained buy-side search program and independent sponsor initiative, among others.

Prior to joining Trivest, Tony co-founded two technology companies. One of them, Dealnexus, was acquired by Intralinks and grew into the largest online deal sourcing network for mid-market M&A professionals in the world. Before launching Dealnexus, Tony was a Vice President of investment banking at Cross Keys Capital. He also previously worked at Siemens AG in Germany.

Tony received his B.S. in Finance, as well as his M.B.A., from the University of Florida.

Tim Templeton, Director, Business Development, Trivest

Tim joined Trivest Partners in 2019, where he advises on and supports the firm’s business development efforts throughout the Southeast.

Prior to joining Trivest, he led business development at one of the fastest-growing construction companies in the Southeast for 18 years. Tim started his career in the public sector as a campaign manager for numerous statewide cabinet races, as well as an advisor to two Florida cabinet members on policy issues for state agencies overseen by the Governor and Cabinet.

He received his B.S. from the University of Florida and lives in Tallahassee, FL, with his wife, two sons and daughter. Tim is an avid rucker, participating in endurance events lasting six to 24 hours, and has served on the Board for the Florida Sheriffs Youth Ranches since 2006.

The Exit Planning Exchange Atlanta

The Exit Exchange is produced by John Ray in the North Fulton studio of Business RadioX® in Alpharetta. The show archive can be found at xpxatlantaradio.com. John Ray and Business RadioX are Platinum Sponsors of XPX Atlanta.Andrei Tsygankov

Andrei Tsygankov, Founders Legal

November 17, 2021 by John Ray

North Fulton Studio

Andrei Tsygankov, Founders Legal

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Andrei Tsygankov, Founders Legal (The Exit Exchange, Episode 9)

Andrei Tsygankov helps fast-growing companies to avoid becoming “flying gas cans.” Andrei joined this edition of The Exit Exchange to discuss questions firms should be asking their attorneys at various points in their growth cycle, trends in the legal industry that affect business owners, why he and his firm is a sponsor of XPX Atlanta, and much more. The Exit Exchange is co-hosted by David Shavzin and Bob Tankesley and is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Founders Legal

Founders Legal is a boutique, Corporate Transactional & Intellectual Property Law Firm based in Atlanta, that specializes in the areas of US and International Intellectual Property, Data Privacy, Business Transactional, and Securities law.

Founders Legal is devoted to making the practice of law more efficient through the use of its proprietary technology while providing a better overall client experience and delivering uncompromising value.

Company website | LinkedIn

Andrei Tsygankov, Partner, Founders Legal

Andrei Tsygankov is an Atlanta-based business transactional attorney and entrepreneur, and he helps fast-growing companies to avoid becoming flying gas cans. Andrei’s primary specialization as an attorney is Mergers & Acquisitions, Capital Raising, Private Equity, Software & Intellectual Property Licensing, as well as ongoing General Counsel services to companies who are hitting their growth stride.

In addition to being one of the founding Partners of Founders Legal, Andrei has co-founded and was directly involved in managing five (5) other companies. As a result, Andrei understands firsthand the challenges that company founders, owners, and executive teams face in building (and scaling) a business.

Given his business-first background, Andrei promotes a practical approach to law: Focusing first and foremost on providing clear answers, efficient legal solutions, and ultimately, great value to clients.

Questions and Topics Discussed in this Episode

Andrei’s client work at Founders Legal
What should a company be asking its attorney when it is experiencing rapid growth?
What should a company be asking its attorney when it is preparing for an exit?
What are some trends that you are seeing in the legal industry? How might those trends affect companies who are consumers of legal services?
What’s one legal tip you think every business would benefit from having?
Andrei’s entrepreneurial background and how it informs his
Why Andrei and Founders Legal finds their sponsorship of XPX Atlanta to be so beneficial

The Exit Planning Exchange Atlanta

Dave Daniels, Dave Daniels Consulting

August 19, 2021 by John Ray

North Fulton Studio

Dave Daniels, Dave Daniels Consulting

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Dave Daniels, Dave Daniels Consulting (The Exit Exchange, Episode 8)

Dave Daniels of Dave Daniels Consulting says a strong diversity, equity, and inclusion (DEI) approach is far more than staffing and retention; it needs to be integrated into all aspects of a business. Dave joined “The Exit Exchange” to discuss why an effective DEI initiative not only strengthens company culture, competitive advantage, and the bottom line, but also pays off when it comes time to sell or transition the business. This edition of The Exit Exchange is co-hosted by David Shavzin and Bob Tankesley and is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Dave Daniels Consulting

DDC (Dave Daniels Consulting) is a dynamic organization that focuses on producing outcomes and impact for organizations of all sizes in the DEI space.

Additionally, Dave Daniels is an accomplished Executive Coach who is certified in the leadership assessment called the IDI (Intercultural Development Inventory) that focuses on improvement with Inclusion skills.

Company website | LinkedIn

Dave Daniels, President, Dave Daniels Consulting

Dave is an accomplished Senior Business and Human Resource executive with a proven track record of developing, implementing, and delivering upon both short and long-term results. He has held management and executive-level positions with companies large and small throughout the United States. Dave has managed his career in a way that provides him with an exceptional breadth of experience and capacity to contribute to improving brand and financial results for his employer in every capacity he has served.

His business approach is intended to exceed financial objectives by requiring and inspiring exceptional capabilities on the part of all team members. He is an accomplished facilitator and leader of results-oriented cross-functional teams. He is most thankful and proud of his tenure as part of McDonald’s Corporate Diversity team where he was recognized for his positive impact by being selected as an Accelerated Executive candidate. This profound contribution led to his tenure as the Sr. Regional Manager in Nashville, the fourth largest Region in the domestic system at that time. His extensive travels have contributed immensely to his understanding of diversity in a very broad sense.

An appreciative product of the community college system, he holds a Bachelor of Arts degree from the University of Michigan, as well as a Master of Arts degree from Eastern Michigan University. Dave has lived throughout America while developing a background that includes significant P&L responsibility as well as nearly 25 years in the human capital arena. Additionally, he ran his own business for 6 years in Michigan, Indiana, and New Mexico.

Dave is an operationally-focused team builder committed to developing human capital and executing business initiatives that drive organizational success. He is passionate about creating an atmosphere of continuous improvement. His conviction that Human Capital is a top three (3) strategic differentiator for any organization has propelled his career success.

His consulting business of Diversity/Inclusion and the Entrepreneur Operating System (EOS) has allowed him exposure to top-tier companies, most recently Subway Corp. Dave believes in giving back to the communities where he resides. He has been a BOD member of several Non-Profits including founding an entity in St. Charles with 2 other acquaintances. He served as the VP of this group. He has always been a very active board member taking on very successful major fund-raising projects.

The Exit Planning Exchange Atlanta

Tiffany C. Wright, The Resourceful CEO, LLC

July 22, 2021 by John Ray

North Fulton Studio

Tiffany C. Wright, The Resourceful CEO, LLC

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Tiffany C. Wright, The Resourceful CEO, LLC (The Exit Exchange, Episode 7)

Tiffany Wright of The Resourceful CEO joined The Exit Exchange to discuss many factors business owners need to consider in preparing to sell. These issues are both varied and complex, including cash flow issues, the psyche of the owner as they prepare to sell, being realistic about what the buyer needs to see, the strategic vs. investment potential of a business, and more. Tiffany’s comments are chockfull of insights for business owners thinking ahead to their exit strategy or even just wanting to improve their operations. This edition of The Exit Exchange is co-hosted by David Shavzin and Bob Tankesley and is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

The Resourceful CEO, LLC

Your business IS valuable. It provides income for you, jobs that allow your employees to support their families and grow, and equity / net worth that supports your current, retirement, or next-generation wealth objectives.

Increase company EARNINGS and CASH FLOW and free up your time to drive wealth. If you or your business isn’t there yet, The Resourceful CEO can help.

Acting in a business consultant or a fractional COO/CEO capacity, The Resourceful CEO leads owners through successful, impactful financial and operational business restructurings that drive higher cash flow, stronger profits, greater owner flexibility, and freedom…and successful owner exits.

Company website | LinkedIn | Twitter

Tiffany C. Wright, President, The Resourceful CEO, LLC

Tiffany helps small to medium B2B companies restructure their operations and finances to generate stronger cash flow, higher profits and greater revenue. Her clients have experienced revenue increases of 10 to 40%, profitability increases of 20% to 250%, and doubling to quadrupling of cash flow in <=1 year. Tiffany C. Wright will talk to us about how you too can revamp your business to deliver your goals. She’s also the author of The Funding Is Out There! Access the Cash You Need to Impact Your Business.

Whether you’ve got a $300,000 transportation business, a $20 million business services company, or are an aspiring entrepreneur with options – Tiffany C. Wright has information and strategies for your business success.

Tiffany now combines her passion for financial independence and business ownership into helping B2B business owners who are frustrated, bored, upset and scared about the state of their business operations.

The Exit Planning Exchange Atlanta

David Shavzin, The Value Track, and Bob Tankesley, Neri Capital

July 16, 2021 by John Ray

North Fulton Studio

David Shavzin, The Value Track, and Bob Tankesley, Neri Capital

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David Shavzin, The Value Track, and Bob Tankesley, Neri Capital (ProfitSense with Bill McDermott, Episode 23)

Host Bill McDermott is joined by David Shavzin of The Value Track and Bob Tankesley of Neri Capital. David and Bob advocate that the seller of a business must take the perspective of the prospective buyer. By doing so, a seller will better understand business valuation, planning for a successful exit, and how the sale process will unfold. ProfitSense with Bill McDermott is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

David Shavzin, President, The Value Track

Exit Planning — **David Shavzin, President, The Value Track**

The Value Track helps business owners sell their companies, maximize value, and create an exit on their own terms. Business owners too often get so caught up in the day-to-day that they lose sight of the key to making that future happen – building value – and are unprepared when the time comes to put their transition into action. The Value Track partners with their clients to build transferrable value and sell their companies. Whether a single owner, a family business, or simply multiple partners – whether their exit planning timeline is one year or 10 years – we take our clients through The Value Track’s 7 steps to ensure success.

Company website | LinkedIn

Bob Tankesley, Principal, M&A Advisor, Neri Capital

**Bill Tankesley, Principal, M&A Advisor, Neri Capital**

Neri Capital Partners, a boutique investment bank and advisory firm, consists of seasoned transactional professionals and offers a variety of investment banking services to privately held lower mid-market businesses. Our team has in-depth experience with businesses in the manufacturing, business-to-business, industrial, and healthcare market sectors. Neri Capital has closed over 150 transactions with a total enterprise value of $1.3 billion. Services include:
1. Seller representations
2. Business value estimates
3. Exit planning and strategies
4. Buyer representations
5. Corporate and capital formation

Company website | LinkedIn

About ProfitSense and Your Host, Bill McDermott

ProfitSense with Bill McDermott dives into the stories behind some of Atlanta’s successful businesses and business owners and the professionals that advise them. This show helps local business leaders get the word out about the important work they’re doing to serve their market, their community and their profession. The show is presented by McDermott Financial Solutions. McDermott Financial helps business owners improve cash flow and profitability, find financing, break through barriers to expansion and financially prepare to exit their business. The show archive can be found at profitsenseradio.com.

Bill McDermott is the Founder and CEO of McDermott Financial Solutions. When business owners want to increase their profitability, they don’t have the expertise to know where to start or what to do. Bill leverages his knowledge and relationships from 32 years as a banker to identify the hurdles getting in the way and create a plan to deliver profitability they never thought possible.

Bill currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as a board member for the Kennesaw State University Entrepreneurship Center and Gwinnett Habitat for Humanity and Treasurer for CEO NetWeavers. Bill is a graduate of Wake Forest University and he and his wife, Martha have called Atlanta home for over 40 years. Outside of work, Bill enjoys golf, traveling, and gardening.

Connect with Bill on LinkedIn and Twitter and follow McDermott Financial Solutions on LinkedIn.

Michael Bull, Bull Realty

June 18, 2021 by John Ray

North Fulton Studio

Michael Bull, Bull Realty

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Michael Bull, Bull Realty (The Exit Exchange, Episode 6)

Michael Bull of Bull Realty and host of America’s Commercial Real Estate Show surveys the current health of the commercial real estate market, the advantages of being open to all options regarding selling or leasing a property, how the details in a lease agreement can impair the value of a business, his thoughts on the Atlanta market, and much more. This edition of “The Exit Exchange” is co-hosted by David Shavzin and Bob Tankesley and is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Bull Realty

Michael Bull founded Bull Realty in 1998 initially with two primary missions: to provide a company of brokers known for integrity and to provide the best disposition marketing in the nation.

Now Michael and his brokers provide disposition, acquisition, project leasing, tenant representation, and advisory services in all major property sectors. Michael personally leads a team focused on office investment sales.

Company website | LinkedIn | Facebook | Twitter | YouTube

Michael Bull, President, Bull Realty

Michael Bull, CCIM, founder and CEO of Bull Realty, is an active commercial real estate advisor. He is a licensed broker in nine southeast states and has assisted clients with over 6 billion dollars of transactions over his 35-year career. You may know Michael as host of America’s Commercial Real Estate Show. The popular weekly show began broadcasting in 2010 and today is heard by millions of people around the country. Michael and other respected industry analysts, economists and leading market participants share market intelligence, forecasts, and success strategies.

“The Exit Exchange” is produced by John Ray in the North Fulton studio of Business RadioX® in Alpharetta. The show archive can be found at xpxatlantaradio.com. John Ray and Business RadioX are Platinum Sponsors of XPX Atlanta.