David Shavzin Archives - Page 2 of 2

Bill Dukes, Carr, Riggs and Ingram, LLC

April 22, 2021 by John Ray

North Fulton Studio

Bill Dukes, Carr, Riggs and Ingram, LLC

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Bill Dukes, Carr, Riggs and Ingram, LLC (The Exit Exchange, Episode 4)

Tax planning in a chaotic 2021 is challenging, and tax law changes may be on the horizon. Bill Dukes of Carr, Riggs & Ingram joined the show to detail changes and considerations for business owners. 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.

Carr, Riggs and Ingram, LLC

Stretching from New Mexico to North Carolina, Carr, Riggs & Ingram CPAs and Advisors (CRI) is a top 25 nationally ranked full-service accounting and advisory firm offering innovative tax, accounting, audit, consulting, and advisory services to more than 100,000 clients in the U.S., Canada, Mexico, Puerto Rico, and overseas military installations.

Company website | LinkedIn

Bill Dukes, Tax Partner, Carr, Riggs and Ingram, LLC

Bill has over 16 years of experience providing tax research, planning, and compliance services to individual, corporate, and partnership clients within a variety of industries. WhileBill specializes in working with small and middle-market businesses and their related owners, his background allows him to serve a broad client base from smaller “mom & pop” type establishments to much larger corporate conglomerates. Bill also has expertise in assisting clients in a multitude of transactional matters in the M & A arena including the application of code sections 338 & 1202. Also among Bill’s disciplines is representing clients in areas of controversy and disputes with the Internal Revenue Service (IRS). Bill is also deeply involved in the firm’s staff development via various leadership/mentorship roles and serving as an annual instructor at CRI’s CPE Week teaching Leadership Academy Courses.

Outside of Bill’s professional life, he enjoys traveling and spending time outdoors with his family. Bill is an avid golfer who enjoys competing in amateur events throughout the summer months.

Questions and Topics in this Interview

For business owners working on 2020 tax returns (business and personal) , what are the most important and/or new issues business owners need to take into account based on the last 16 months of bills coming out of Washington DC? And in Georgia? What actions can still be taken?
What is your advice and the latest on PPP loan forgiveness?
As best as you can what kinds of tax planning should an owner consider in the current chaos and uncertainty? Your insights into what might be coming? Tax structure, infrastructure bill, etc.
Specifically for an owner planning to sell in the next 2 -3 years, what actions to take, or not to take?

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.

Dr. Larry Gard, Hamilton-Chase Consulting (The Exit Exchange, Episode 3)

March 18, 2021 by John Ray

North Fulton Studio

Dr. Larry Gard, Hamilton-Chase Consulting (The Exit Exchange, Episode 3)

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Dr. Larry Gard, Hamilton-Chase Consulting (The Exit Exchange, Episode 3)

Selling or transitioning out of a business isn’t all about dollars and cents. Acknowledged or not, psychological and emotional issues come into play, and those considerations must be navigated by business owners and their advisors. On this edition of “The Exit Exchange,” Dr. Larry Gard covers the four psychological mistakes business owners make as they approach an exit. 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.

Hamilton-Chase Consulting

Hamilton-Chase Consulting offers pre-hire assessments to ensure that the people you hire are a good fit for the job, executive coaching and 360-degree feedback to help your key staff perform at their best. They specialize in career coaching and pre-retirement consulting to foster a positive, smooth transition to your next chapter. Find your retirement transition readiness score here: https://assess.coach/donewithwork.

Dr. Larry Gard, Consulting Psychologist, Hamilton-Chase Consulting

Dr. Larry Gard is a consulting psychologist and president of Hamilton-Chase Consulting in Chicago. From hiring to retiring, Dr. Gard’s work centers around the concept of goodness-of-fit, ensuring that people are engaged in activities that are well-suited for their personality. He teaches firms how to refine their selection process so that hiring decisions are more accurate and the right candidates are chosen. Larry also works with late-career professionals and business owners, offering brief coaching to help them prepare emotionally for a satisfying transition to their next chapter.

He is the author of “Done with Work: A dozen perspectives on the decision to retire”.

Company website | LinkedIn | Facebook

Questions and Topics in this Interview

What led you to focus on psychological preparation for a business owner getting ready to sell?
What mistakes have you seen people make?
When business owners aren’t emotionally ready to retire, what consequences have you seen?
What specifically will affect business owners in the lower middle market that our XPX members can take into account when advising their clients?
How can we, as advisors, best raise this topic with our clients?
Why are you a member of XPX?

Thomas Smith, Emory University & TMS Consulting (The Exit Exchange, Episode 2)

February 18, 2021 by John Ray

North Fulton Studio

Thomas Smith, Emory University & TMS Consulting (The Exit Exchange, Episode 2)

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Thomas Smith, Emory University & TMS Consulting (The Exit Exchange, Episode 2)

Nationally recognized expert on economic trends Thomas Smith, professor at Emory University and founder of TMS Consulting, joined this edition of “The Exit Exchange” to discuss macroeconomic trends he’s watching which will influence conditions in 2021, specific issues affecting the metro Atlanta region, and how the professional advisory community could be affected. 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.

Thomas Smith, Associate Professor in the Practice of Finance, Emory University

Thomas More Smith holds a Ph.D. in economics from the University of Illinois at Chicago. He is considered an expert in the areas of labor economics, pricing, sports economics and finance, the economics of the entertainment industry, the economics of the health care industry, and film finance. He is an Associate Professor in the Practice of Finance at the Goizueta Business School at Emory University in Atlanta, GA. He regularly appears as an expert on national television and radio programming (CNN, NPR, Huffington Post) and is frequently quoted in popular press regarding trends in unemployment, inflation, trade, and other macroeconomic trends.

TMS Consulting, Inc.

TMS Consulting Inc. is a small company with a big view. The company has helped small, medium, and very large companies identify how trends in markets translate into more profitable offerings and policies. TMS has been hired by municipalities and countries in order to estimate the economic impact of hosting events (sporting events or major entertainment events) on their economies. Additionally, TMS has provided analysis and reports on how new legislation and legislative agendas (new taxes, for example) will impact the macroeconomy of cities, states, and countries.

Questions and Topics in this Interview

2020 was an interesting year, what are the big economic issues that you see as we come into 2021?
What specifically is happening from an economic standpoint in Atlanta / Georgia?
What will be the impact on the professional advisory community?
What specifically will affect business owners in the lower middle market that our XPX members can take into account when advising their clients?
What else would you like to share with us about what you see coming for the rest of 2021?

Mary Adams, Exit Planning Exchange (The Exit Exchange, Episode 1)

January 21, 2021 by John Ray

North Fulton Studio

Mary Adams, Exit Planning Exchange (The Exit Exchange, Episode 1)

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Mary Adams, Exit Planning Exchange (The Exit Exchange, Episode 1)

On the debut episode of “The Exit Exchange,” Mary Adams, Executive Director of the Exit Planning Exchange, joins the show to discuss the vision and mission of the organization and its local chapters, why collaboration among advisors is vital, and the unique issues which arise for advisors in working with privately-held businesses. Mary also lauds the XPX Atlanta Chapter and holds it up as an example for future XPX chapters in formation. 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.

XPX – The Exit Planning Exchange

The Exit Planning Exchange (XPX) is a multi-disciplinary community of professional advisors who work collaboratively to help owners build stronger businesses, prepare for, and execute successful business transitions. Their members, who represent 12 advisory professions, understand the value of private companies to our communities and that successful transitions require a broad view of the entire life cycle of a private company including:

– Business value growth
– Business value transfer
– Owner life and legacy

The first Chapter opened in 2007. They now have Chapters in thirteen markets in the U.S. with four more Chapters in development. The strength of their network shined in 2020 when they supported each other and their clients while growing their membership by 10% and sponsors by 5%.

Mary Adams, Executive Director, XPX – The Exit Planning Exchange

**Mary Adams, Executive Director, Exit Planning Exchange**

Mary Adams is a consultant, speaker, and practitioner of intangible capitalism which focuses on the long-term pursuit of both profits and prosperity.
Her current work is focused in three communities that she helped create: The Exit Planning Exchange that brings long-term thinking to the private company market. The Integrated Reporting U.S. Community that brings long-term thinking to public companies. And Smarter-Companies, a specialty consulting community that provides methodologies and tools to support intangible capitalism.

Mary is the co-author of Intangible Capital: Putting Knowledge to Work in the 21st Century Organization. Prior to starting her consulting firm in 1999, she spent 14 years as a high-risk lender in the U.S. and Latin America at Citicorp and Sanwa Business Credit. She received a BA in Political Science from Rice University and a Master of International Management from the Thunderbird School (now part of Arizona State).

Company website

Company LinkedIn

Mary Adams LinkedIn

Questions and Topics in this Interview:

What makes the lower/middle market unique?
How does exit planning fit into this?
What is XPX’s role in this ecosystem?
The XPX Chapter in Atlanta is relatively new but just became the largest single Chapter–tell us about that.
What kinds of things are necessary to return to productivity?
How can XPX help our listeners?

Exit Planning Exchange, Atlanta Chapter, with David Shavzin and Bob Tankesley

September 10, 2020 by John Ray

North Fulton Business Radio

Exit Planning Exchange, Atlanta Chapter, with David Shavzin and Bob Tankesley

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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.

Organization website

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.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

David Shavzin with The Value Track, Monte Ortel with Mitsubishi Electric Classic and Mike Maloney with TPC Sugarloaf

November 15, 2019 by Mike

Gwinnett Business Radio

David Shavzin with The Value Track, Monte Ortel with Mitsubishi Electric Classic and Mike Maloney with TPC Sugarloaf

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Steven Julian, Monte Ortel, Mike Maloney, David Shavzin, Mike Sammond

David Shavzin/The Value Track

David Shavzin created The Value Track to help business owners build value and create a path towards a successful exit. Too often, they have not built the value they need and are unprepared when the time comes to put their transition into action.

Since 2000, David has helped business owners get on The Value Track. 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. He then assists in the implementation of value-growth initiatives, guiding them to a successful transition (sale, family transfer, etc.). His 7-step process improves their quality of life and allows them to exit on their own terms.

A frequent speaker on these topics, David is a CMC, former IMC Georgia chapter president, and President and Co-Founder of Exit Planning Exchange Atlanta, formed to bring advisors together in a collaborative effort to serve their clients.

Monte Ortel/Mitsubishi Electric Classic

The Mitsubishi Electric Classic is a PGA TOUR Champions event hosted annually at TPC Sugarloaf.

The Mitsubishi Electric Classic returns to the metro Atlanta area April 13-19, 2020 and features legends of the game such as Tom Watson, Miguel Angel Jimenez, Bernhard Langer, John Daly, Vijay Singh, and David Toms. The Mitsubishi Electric Classic proudly stands as a premier golf tournament on the PGA TOUR Champions, but this event is much more than a golf tournament.

The events and activities associated with the Mitsubishi Electric Classic provide an all-inclusive, entertaining atmosphere and the beautiful views of TPC Sugarloaf serve as a backdrop for world-class golf and provide the perfect venue to mingle with friends and business leaders while watching the legends of the game.

The event, which will benefit local charities through the Gwinnett Championship Foundation Inc., has raised over $2.3 million since the first tournament in 2013. All three rounds of the Mitsubishi Electric Classic are televised internationally by the Golf Channel.

Mike Maloney/TPC Sugarloaf

Situated on 1,200 acres of breathtaking Georgia countryside within the gated community of Sugarloaf Country Club, TPC Sugarloaf offers a winning combination. In addition to 27 holes of magnificent golf designed by Greg Norman, TPC Sugarloaf offers an array of amenities with the personalized service and privileges that have become synonymous with the PGA TOUR’s acclaimed TPC Network of premier clubs.

TPC Sugarloaf’s par-72, 7,259-yard championship golf course is comprised of nine holes called “The Stables” and nine holes named “The Meadows.” Named by Golf Digest among the “Best New Private Clubs in the U.S.” when it debuted in 1997, and by Golfweek among the “Top 100 Best Residential Golf Courses for 2007-2008,” TPC Sugarloaf’s featured 18 holes are accented by tree-lined Bermuda fairways, streams, lakes and hills.

David Shavzin, The Value Track

October 29, 2019 by John Ray

North Fulton Business Radio

David Shavzin, The Value Track

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North Fulton Business Radio, Episode 173: David Shavzin, The Value Track

David Shavzin, Founder and President of The Value Track, explains how he gets business owners on “the value track,” methodically building the value of their business in preparation for a successful sale or transition in the future. “North Fulton Business Radio” is hosted by John Ray and is broadcast from inside Renasant Bank in Alpharetta.

David Shavzin, The Value Track

David Shavzin created The Value Track to help business owners build value and create a path toward a successful exit. Too often, they have not built the value they need and are unprepared when the time comes to put their transition into action.

Since 2000, David has helped business owners get on The Value Track. 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. He then assists in the implementation of value-growth initiatives, guiding them to a successful transition (sale, family transfer, etc.) His 7-step process improves their quality of life and allows them to exit on their own terms.

A frequent speaker on these topics, David is a Certified Management Consultant, former IMC Georgia chapter president and President and Co-Founder of Exit Planning Exchange Atlanta, formed to bring advisors together in a collaborative effort to serve their clients.

His early career was in banking and finance, then 12 years with life sciences company Sanofi/Aventis. He spent 4 years in corporate finance and Mergers & Acquisitions. Then, 8 leading teams responsible for Quality, Finance, Supply Chain, Customer Service and IT functions within a $175M subsidiary.

To learn more, go to The Value Track website. email David directly, or call 770-329-5224.

“North Fulton Business Radio” is broadcast from the North Fulton studio of Business RadioX®, located inside Renasant Bank in Alpharetta. Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with approximately $12.9 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.