David Shavzin Archives - Business RadioX ®

Announcing EXIT XPO 2024, XPX Atlanta’s First Conference, with David Shavzin, Nikki Evans, and Josh Dukelow

June 5, 2024 by John Ray

North Fulton Studio

Announcing EXIT XPO 2024, XPX Atlanta's First Conference, with David Shavzin, Nikki Evans, and Josh Dukelow

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Announcing EXIT XPO 2024, XPX Atlanta’s First Conference, with David Shavzin, Nikki Evans, and Josh Dukelow (The Exit Exchange, Episode 17)

This episode of The Exit Exchange features a major announcement from XPX Atlanta: the organization’s first conference, EXIT XPO. The conference is scheduled for November 14th, 2024, at the Cobb Galleria in Atlanta. Exit XPO 2024 committee members David Shavzin, Nikki Evans, and Josh Dukelow join host John Ray, discussing the event’s purpose and benefits for attendees, speakers, and sponsors. Key points include the conference’s focus on fostering connections between exit planning and value creation professionals, education for those professionals, the process for speaker applications, and opportunities for sponsorship and volunteering. Additionally, the episode highlights the broader mission of XPX Atlanta to foster collaboration among advisors and support business transitions throughout the Southeast.

For more information on Exit XPO 2024, follow this link or download a flyer here.

The host of The Exit Exchange is John Ray, and the show is produced by John Ray and the North Fulton studio of Business RadioX®. John Ray and Business RadioX-North Fulton are Gold Sponsors of XPX Atlanta.

David Shavzin, President, The Value Track

David Shavzin brings over 25 years of experience in value creation, exit strategy, succession planning, and business sales. He founded The Value Track in 2000 with the vision of assisting business owners in maximizing the value of their life’s work by getting their companies “on the value track” and selling them at the right time and for the best price.

As a Certified Management Consultant (CMC), David has developed a unique team approach and suite of tools to guide owners through the complex process of selling a business. His methodology focuses on addressing key areas that buyers scrutinize, such as owner dependence, accurate financials, recurring revenue, operational procedures, and regulatory compliance.

David’s mission is to help owners avoid common mistakes and pitfalls that can lead to lower valuations or failed sales. He emphasizes the importance of proper preparation, value-building strategies, and a smart, customized selling strategy tailored to each client’s specific situation.

LinkedIn | Website

Nikki Evans, Ridgeline Coaching

Nikki Evans is a coach with a behavioral approach to helping her clients achieve their goals. Nikki believes that success comes from being intentional about choices and recognizing individual strengths.

With her expertise in behavioral patterns, she helps her clients identify their strengths and create actionable plans to achieve the success they want. Nikki’s unique approach to solving issues in business goes beyond just addressing surface-level issues. She takes the time to understand the root cause of problems within an organization, recognizing that making changes in one area may impact other areas.

Her framework for understanding complex and changing systems ensures that the right root cause is being addressed, leading to the intended outcome while being mindful of any unintended consequences of change.

Nikki’s approach to communication is clear and concise. She recognizes the power of context in shaping perceptions and attitudes and advocates for a collaborative approach to problem-solving. She uses metaphor and humor to drive clarity with clients.

With her 20+ year background in information technology and her certifications in coaching individuals and teams, Nikki has worked with a diverse range of clients, from executive women’s leadership forums to non-profit groups dealing with the challenges of the pandemic. Her focus on recognizing strengths, understanding root causes, and communicating clearly has helped her clients achieve their goals and become more effective, joyful, and productive in their work.

LinkedIn | Website

Josh Dukelow, Community Foundation for Greater Atlanta

Josh Dukelow brings a passion for enhancing communities through charitable planning. As Gift Planning Officer, he helps donors include philanthropy in their estate plans, and educates trusted advisors on charitable planning tools. Prior to the Foundation, Josh worked for nonprofits of all types and sizes, including Lawrence University, where he served as a Major & Planned Giving Officer for four years. Josh regularly highlighted gift planning and racial equity issues as the host of his radio talk show and podcast from 2016 to 2022.

Josh earned a Bachelor of Arts degree in History at Lawrence University and a Master’s of Public Affairs in Policy Analysis from the University of Wisconsin-Madison.

Having relocated to Atlanta from Appleton, Wisconsin, in March 2022, Josh enjoys exploring the city and is active as a volunteer with Trees Atlanta. In addition to volunteering, Josh enjoys reading (politics and history), traveling, kayaking, and walking along the BeltLine.

LinkedIn | Website

Topics Discussed in this Episode

00:00 Introduction and Welcome
01:23 Meet the Guests: Nikki Evans, David Shavzin, and Josh Dukelow
03:56 Conference Overview: Exit XPO 2024
04:32 History and Mission of XPX Atlanta
07:17 Conference Details and Knowledge Tracks
10:49 Call for Speakers and Application Process
18:49 Sponsorship and Volunteer Opportunities
24:15 Conclusion and Final Thoughts

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 Gold Sponsors of XPX Atlanta.

Diana Murphy, Diana Murphy Coaching, and Bill McDermott, The Profitability Coach

August 22, 2022 by John Ray

North Fulton Studio

Diana Murphy, Diana Murphy Coaching, and Bill McDermott, The Profitability Coach

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Diana Murphy, Diana Murphy Coaching, and Bill McDermott, The Profitability Coach (The Exit Exchange, Episode 16)

On this episode of The Exit Exchange, Diana Murphy and Bill McDermott each shared how they help business owners achieve successful exits. Bill noted that the difficult part of getting clients to sell their businesses is not necessarily the lack of understanding of what needs to be done, but the mental block of getting them to take that first step. He offered an example of a recent engagement where breaking through that inertia was critical to the desired client outcome. Diana discussed how she focuses on the business owner’s thoughts and feelings to better understand their concerns and worries. She notes that many times, spouses or other family members can influence the business owner’s decisions without them even realizing it. By taking the time to ask specific questions and really listen to the answers, she noted, advisors can help uncover these hidden issues and create a faster process. Diana and Bill also shared why they are members of XPX Atlanta.

This episode of The Exit Exchange was hosted by John Ray and David Shavzin and was produced in the North Fulton studio of Business RadioX® in Alpharetta.

Diana Murphy, Owner, Diana Murphy Coaching

Diana Murphy Coaching serves successful business owners when they need support during challenging transitions. Diana serves owners in big growth when they are thinking about selling and also during personal transitions that are affecting the business.

Diana Murphy is a life and mindset coach for the business owner/expert advisor/solopreneur. She helps business owners grow to reach their business goals while they take brilliant care of their health and life. Diana coaches her clients to achieve their life and business goals by learning how to handle the obstacles that are inevitable along the way.

Company website | LinkedIn | Facebook | Instagram |

Bill McDermott, The Profitability Coach, Founder and CEO, McDermott Financial Solutions

Bill McDermott is the Founder and CEO of 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. 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.

Company website | LinkedIn | Instagram | Twitter

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.

John Ray, Business RadioX® and Ray Business Advisors

April 22, 2022 by John Ray

North Fulton Studio

John Ray, Business RadioX® and Ray Business Advisors

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John Ray, Business RadioX® and Ray Business Advisors (The Exit Exchange, Episode 13)

The tables were turned on this edition of The Exit Exchange, as regular co-host John Ray was also the guest, interviewed by co-hosts David Shavzin and Mike Rosenthal. John is the owner of the North Fulton studio of Business RadioX®, which produces The Exit Exchange, as well as the owner of Ray Business Advisors. John explained why professional services providers and other business owners should have a podcast, the way a podcast can be positioned to create definable ROI, and success stories. He also discussed his pricing consulting work, why pricing is a particular problem for professional services providers, and his podcast, The Price and Value Journey. John also shared why he and his firm is a Platinum Sponsor of XPX Atlanta and the success factors of the organization which make his membership and sponsorship so valuable.

This episode of The Exit Exchange was co-hosted by David Shavzin and Mike Rosenthal and is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

John Ray, Owner, Business RadioX – North Fulton, and Owner, Ray Business Advisors

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

John Ray helps B2B professionals who need help building relationships which translate into revenue. Yes, John and his team plan, produce, and promote shows for their clients, but clients receive more than just that. The value they receive is the ability to open the door to hard-to-reach prospects, nurture existing relationships with clients, and to reactivate past prospects or clients in an elegant, non-salesy way.

Business RadioX – North Fulton operates as a member of the Business RadioX® national network of studio partners who serve as the “Voice of Business” in their local markets, helping local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession.

John is the host of North Fulton Business Radio, Minneapolis-St. Paul Business Radio, Alpharetta Tech Talk, and Business Leaders Radio. house shows which feature a wide range of business leaders and companies. John has hosted and/or produced over 1,300 podcast episodes.

John also owns Ray Business Advisors, a business advisory practice. John’s services include advising solopreneur and small professional services firms on their pricing. John is passionate about the power of pricing for business owners, as changing pricing is the fastest way to change the profitability of a business. His clients are professionals who are selling their “grey matter,” such as attorneys, CPAs, accountants and bookkeepers, consultants, marketing professionals, and other professional services practitioners.

His podcast, The Price and Value Journey, addresses the pricing problems solo and small firm professional services providers face, as well as other challenges they confront in running their practice.

Connect with John:

Website | LinkedIn | Twitter

Business RadioX®: LinkedIn | Twitter | Facebook | Instagram

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.

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 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.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

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.

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

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.

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

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.

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.

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 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.