Exit Planning Exchange Archives - Page 2 of 2

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?

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.

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.

The Realities of Selling Your Company, with Bob Tankesley, Neri Capital Partners

August 13, 2020 by John Ray

North Fulton Business Radio

The Realities of Selling Your Company, with Bob Tankesley, Neri Capital Partners

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“The Realities of Selling Your Company,” with Bob Tankesley, Neri Capital Partners (North Fulton Business Radio, Episode 269)

Investment banker Bob Tankesley joins host John Ray to discuss how the pandemic has changed the environment for selling your business. Bob discusses the psychology of business ownership and how it affects a sale, how business owners need to plan for a sale, and much more. “North Fulton Business Radio” is produced virtually by the North Fulton studio of Business RadioX® in Alpharetta.

Neri Capital Partners

Neri Capital Partners was founded in 2006 with headquarters in Atlanta, Georgia. Their firm is an investment bank for family owned and privately held small and midsize businesses with a strong history and clear path to growth. Neri Capital provides merger, acquisition and related advisory services.

Bob Tankesley, Principal, Neri Capital Partners

Company website

Questions/Topics Discussed in this Show

What types of clients do you serve at Neri Capital Partners?
Business valuation – what is it and why does it matter?
Why is it important for owners to know their true transferable value?
Exit planning and building for a sale
What were you seeing in the marketplace between buyers & sellers before the pandemic?
How has the pandemic affected the transaction environment?
What are the misconceptions about the sale process and transaction?

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.