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Introduction to How To Sell a Business Podcast

December 6, 2022 by John Ray

How to Sell a Business

Introduction to How To Sell a Business Podcast

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Introduction to How To Sell a Business Podcast

Host Ed Mysogland welcomes listeners to the How To Sell a Business Podcast. The podcast is in season two, and Ed explained why it was rebranded after season one from Defenders of Business Value. Ed discussed what the podcast will focus on, who it speaks to, and more.

How To Sell a Business Podcast is produced and broadcast by the North Fulton Studio of Business RadioX® in Atlanta.

Ed Mysogland, Host of How To Sell a Business Podcast

The How To Sell a Business Podcast combines 30 years of exit planning, valuation, and exit execution working with business owners. Ed Mysogland has a mission and vision to help business owners understand the value of their business and what makes it salable. Most of the small business owner’s net worth is locked in the company; to unlock it, a business owner has to sell it. Unfortunately, the odds are against business owners that they won’t be able to sell their companies because they don’t know what creates a saleable asset.

Ed interviews battle-tested experts who help business owners prepare, build, preserve, and one-day transfer value with the sale of the business for maximum value.

How To Sell a Business Podcast is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. The show can be found on all the major podcast apps and a full archive can be found here.

Ed is the Managing Partner of Indiana Business Advisors. He guides the development of the organization, its knowledge strategy, and the IBA initiative, which is to continue to be Indiana’s premier business brokerage by bringing investment-banker-caliber of transactional advisory services to small and mid-sized businesses. Over the last 29 years, Ed has been appraising and providing pre-sale consulting services for small and medium-size privately-held businesses as part of the brokerage process. He has worked with entrepreneurs of every pedigree and offers a unique insight into consulting with them toward a successful outcome.

Connect with Ed: LinkedIn | Twitter | Facebook

TRANSCRIPT

Intro: [00:00:00] Business owners likely will have only one shot to sell a business. Most don’t understand what drives value and how buyers look at a business. Until now. Welcome to the How to Sell a Business Podcast, where every week we talk to the subject matter experts, advisors, and those around the deal table about how to sell at maximum value. Every business will go to sell one day. It’s only a matter of when. We’re glad you’re here. The podcast starts now.

Ed Mysogland: [00:00:35] Welcome to the How to Sell a Business Podcast. This is the episode that bridges Season 1 to Season 2. And you probably have already seen by now as subscribers that there’s new branding. And we’ve changed from Defenders of Business Value to How to Sell a Business Podcast, and let me tell you why. Early on, the podcast was going to be called How to Sell a Business Podcast ,but I really loved the name Defenders of Business Value. It just sounded better. I just like the name better.

Ed Mysogland: [00:01:09] And so, moving forward, we went through roughly 65, 70 episodes, where that’s what it was. It was Defenders of Business Value. And the challenge behind it was to inform business owners, advisors, and those interested parties about value and how to successfully maintain value through an exit process. And so, over the course of those episodes, the majority of the questions that I received weren’t so much about value as much as they were about selling and the value.

Ed Mysogland: [00:01:47] And so, we started thinking about the mission is to get the word out to as many people as we can on how to sell their business and the things that buyers are looking for. And while we have, roughly – I don’t know – 4,000 people that subscribe to our newsletter and such, there’s so many more people that we could reach, and they just aren’t looking for Defenders of Business Value. But what they are looking for is How to Sell a Business. And if you go to any kind of search analysis, how to is the number one or two words that are mostly searched “how to blank.” And so, that’s what I started really thinking about during COVID when we were going through all the challenges that accompanied it.

Ed Mysogland: [00:02:40] And so, as I put the podcast on hold, I wanted to come back with a better way to serve more people. And the best way is to put my ego aside and that cool name, Defenders of Business Value, and make the podcast more discoverable. And that’s why I named it How to Sell a Business Podcast.

Ed Mysogland: [00:03:02] So, it’s going to be the same content. We’re going to focus on different industries and how those businesses in those industries sell and the people that are facilitating those sales, whether they’re deal people, accounts attorneys, consultants, as well as subject matter experts for those particular disciplines.

Ed Mysogland: [00:03:25] I hope you continue to enjoy the How to Sell a Business Podcast. And as always, if we can make this podcast better, I love your feedback. So, thanks so much for subscribing and we look forward to many more episodes with you.

Outro: [00:03:40] Thank you for joining us today on the How to Sell Your Business Podcast. If you want more episodes packed with strategies to help sell your business for the maximum value, visit howtosellabusinesspodcast.com for tips and best practices to make your exit life-changing. Better yet, subscribe now so you never miss future episodes. This program is copyrighted by Myso, Inc. All rights reserved.

Ed Mysogland, Indiana Business Advisors, and host of How to Sell a Business Podcast

November 10, 2022 by John Ray

Business Leaders Radio

Ed Mysogland, Indiana Business Advisors, and host of How to Sell a Business Podcast

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Ed Mysogland, Indiana Business Advisors, and host of How to Sell a Business Podcast

On this episode of Business Leaders Radio, Ed Mysogland joined host John Ray to discuss his work at Indiana’s largest business brokerage. Ed discussed how Indiana Business Advisors works with business owners looking to exit, the firm’s long track record of successful transactions (about 2,200!), what a business owner should do to prepare for a sale, and more. Ed also announced the rebranding of his podcast, Defenders of Business Value, into the How to Sell a Business Podcast, which will be produced and distributed by Business RadioX®.

Business Leaders Radio is produced and broadcast by the North Fulton Studio of Business RadioX® in Atlanta.

Indiana Business Advisors

Indiana Business Advisors is the leading and largest business brokerage firm in Indiana specializing in marketing and selling Main Street and Lower Middle Market businesses. With more than 175 Indiana businesses available for acquisition and more than 220 franchisers seeking to expand in the state, their access to a network of 10,000 businesses of all sizes nationally and internationally keeps them at the forefront of business brokerage. Your success is their success.

Since 1981, Indiana Business Advisors has taken the mystery and confusion out of buying a business. Because they possess the depth of knowledge, experience, and key business relationships required to give you discreet, full-service, investment banking-level professionalism through every step of the transaction. IBA’s experience covers a wide variety of industries, including business services, consumer services and products, manufacturing, and distribution.

Company website | LinkedIn | Facebook

Ed Mysogland, Managing Director, Indiana Business Advisors, and host of How to Sell a Business Podcast

As its Managing Partner, Ed guides the development of the organization, its knowledge strategy, and the IBA initiative, which is to continue to be Indiana’s premier business brokerage by bringing investment-banker-caliber of transactional advisory services to small and mid-sized businesses. Over the last 29 years, Ed has been appraising and providing pre-sale consulting services for small and medium-size privately-held businesses as part of the brokerage process. He has worked with entrepreneurs of every pedigree and offers a unique insight in consulting with them toward a successful outcome.

The development of his experience stems from appraising many types, sizes, and interests. He has valued businesses in 28 states over his career. He has saved buy-side clients millions and successfully defended the business value of his sell-side clients. He has served as an expert witness and has taught about business valuation and exit planning.

Ed is a graduate of the distinguished Stanley K. Lacy Leadership Series; chapter President of the Exit Planning Institute and has served several not-for-profit organizations.

Find Ed’s podcast at howtosellabusinesspodcast.com.

Questions and Topics

Indiana Business Brokers
When to begin exit planning
Kinds of buyers
Clean up your books
Value Drivers
About How to Sell a Business Podcast

Business Leaders Radio is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. The show can be found on all the major podcast apps and a full archive can be found here.

Have an Exit Plan, with Anthony Chen, Host of Family Business Radio

October 3, 2022 by John Ray

Family Business Radio

Have an Exit Plan, with Anthony Chen, Host of Family Business Radio

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Have an Exit Plan, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discussed the value of having an exit plan and being aware of what your true goals are.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

family owned craft breweries — **Anthony Chen**

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. 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 at familybusinessradioshow.com.

Phillip Williams, P&P Business Solutions

September 20, 2022 by John Ray

North Fulton Business Radio

Phillip Williams, P&P Business Solutions

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Phillip Williams, P&P Business Solutions (North Fulton Business Radio, Episode 523)

Because of his long banking career, Phillip Williams brings tremendous skills and insights through P&P Business Solutions to business owners seeking better profitability, access to capital, and a path to exiting their business successfully. In this interview with host John Ray, Phillip discussed the issues involved in getting a business ready for sale, how taxes and inflation might impact business owners over the next few years, the current market for business sales, and much more.

North Fulton Business Radio is produced and broadcast by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

P&P Business Solutions

Established by Phillip Williams in 2015 to serve small business owners who are based in Metro Atlanta and St. Augustine, FL, P&P stands for Passion and Prosperity.

Generations of entrepreneurs like you have fueled the American Dream by their sheer passion to build businesses that, in turn, produced great prosperity.

Referrals from other professional service providers— including bankers, accountants, financial planners and attorneys —as well as satisfied customers fuel P&P Business Solutions. Yes, they champion entrepreneurial drive and enthusiasm, but countless examples from decades in banking prove that passion does not guarantee prosperity. Therefore, while helping you understand what your financials reveal about your company, P&P’s role is to uncover problems that are hindering your initiatives and to present opportunities that align with your goals.

Ultimately, their objective is to find viable solutions that enable you to be more profitable and stable, thereby fostering your prosperity.

Company website | LinkedIn

Phillip Williams, CEPA, President, P&P Business Solutions

Throughout his 30-year commercial banking career, Phillip focused on the success of his commercial clients by expertly dissecting their financials and prudently advising them. Committed to his fiduciary role, Phillip established P&P Business Solutions to serve as a trusted advisor. After a long commercial banking career, he had the opportunity to work with hundreds of businesses and witnessed firsthand the key drivers that made his clients successful, as well as helping them avoid mistakes. This invaluable experience has provided the backbone for him to help you improve your business results today.

Guided by a passion for helping others, Phillip has spent many hours volunteering within his community. With a heart for serving, Phillip will prioritize your best interests above all else.

Questions and Topics in the Interview:

When is a good time to sell my business?
Is now a good time to sell my business?
Why are business owners hesitant in selling their business?
What’s the difference between a “lifestyle” business vs an “enterprise” business?
Who would buy my business?

North Fulton Business Radio is hosted by John Ray and broadcast 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, 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.

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Patrick Holcomb Drew Archer and Taylor Kerley with Ironwood Venture E31

September 6, 2022 by Karen

Patrick-Holcomb-Drew-Archer-and-Taylor-Kerley-with-Ironwood-Venture-feature

Phoenix Business Radio

Patrick Holcomb Drew Archer and Taylor Kerley with Ironwood Venture E31

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Patrick Holcomb Drew Archer and Taylor Kerley with Ironwood Venture E31

Ironwood Venture is a management consulting company specializing in accelerating growth for emerging and middle-market businesses. We work with clients that range in industry but have a common need; bridging the gap between strategy and execution.

We are passionate about seeing our clients succeed by working side by side with them to understand their business, their customers and their challenges in order to develop customized solutions that make the difference.

Our deep expertise and experience in operations management and product development coupled with building and leading high-performing teams provides clients with unmatched hands on guidance and support to realize their goal.

Patrick Holcomb is a highly accomplished Executive with proven leadership experience in the Engineering, Financial Services and Technology Sectors.

Deep experience with large multi-geographic operations, Big Data initiatives, strategic planning/implementation, sales management, talent development and revenue/expense optimization all centered around driving customer loyalty.

Drew Archer is an experienced outsourced CFO with exaperience in both an operational & strategic level.

This ranges from tactical assistance in QBO to close the books on time to strategic guidance around; detailed cashflow modeling, multi-year budgeting, profitability analysis, debt optimization and reporting requirements from outside stakeholders.

Taylor Kerley is a versatile and creative marketer with expertise in social media, branding, PPC, social advertising, graphic design, email marketing, photography, SEO, blogging, and overall marketing strategy.

Follow Ironwood Venture on LinkedIn.

About Arizona Good Business

What is good business? What are local businesses doing to build a better Arizona?

Join Arizona Good Business to hear from local companies who are:

Centering purpose at the forefront of business
Creating social well-being for the community
Prioritizing sustainability and positive environmental practices
Growing strong company cultures through building authentic teams
Ensuring diversity, equity, and inclusion are involved in all business decisions

Arizona Good Business features local business leaders that are redefining what it means to do good business.

About Your Host

Thomas Barr is the Executive Director for Local First Arizona, the largest coalition of local businesses in North America. He advocates for a strong local business community that contributes to building vibrancy, equity, and prosperity across the state. A proud Arizona native and graduate of Arizona State University, Thomas leads the business coalition of Local First Arizona by advocating for the economic and cultural benefits provided by building strong local economies.

Thomas steers the strategic direction of LFA’s major programs and initiatives as well as the engagement of over 3000 businesses across Arizona. As Executive Director, Thomas guides a team of statewide senior directors overseeing the execution of LFA’s communication strategy, major initiatives and key partnerships, as well as the collaboration of over 30 staff implementing work in entrepreneurship programs, small business advocacy, local food initiatives, sustainability, urban development and community building. He frequently speaks to groups locally and nationally, presenting the impact of Local First Arizona and the importance of local economy work in building prosperity.

Outside of Local First Arizona, Thomas has participated in volunteering his time to many causes and organizations throughout the Valley including Young Nonprofit Professionals – Phoenix, Equality Arizona, Alliance of Arizona Nonprofits, Arizona Commission on the Arts, Heritage Square Foundation and Phoenix Legal Action Network. Additionally, Thomas is a 2018 Phoenix Magazine 40 Under 40 honoree, alumni of Arizona Leading for Change, and current participant in Valley Leadership Institute’s 40th cohort.

Connect with Thomas on LinkedIn and Twitter.

Joe Mraz, Raymond James

August 31, 2022 by John Ray

North Fulton Business Radio

Joe Mraz, Raymond James

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Joe Mraz, Raymond James North Fulton Business Radio, Episode 510)

Joe Mraz, Financial Advisor with Raymond James, was in the studio with host John Ray to discuss golf, investing, his path to this work, his coaching, and much more.

North Fulton Business Radio is produced and broadcast by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Raymond James

When Bob James founded Raymond James, he did so based on a belief that clients deserved more than help with investment decisions, they needed advice that considered their entire financial picture.

Today, that client-focused approach has extended to serve client accounts through approximately 8,600 financial advisors in the United States, Canada, and overseas. Further, the company has expanded through the years to serve corporations, institutions, and municipalities through significant capital markets, banking, and asset management services.

Raymond James has always been a different kind of financial services firm, embracing long-term planning, valuing methodical decision-making, and remaining focused on what matters most: People.

That’s because they believe they are in the business of helping people achieve their dreams … support their families, grow their businesses, and improve their communities. That’s true for clients, as well as their advisors and associates.

They strive to help all the people they serve embrace life. Live it thoughtfully. Live it confidently. Live it well.

Company website | LinkedIn | Facebook |Twitter

Joe Mraz, Financial Advisor, Raymond James

Joe Mraz is a Financial Advisor with Raymond James. While focusing his business on his clients’ individual financial objectives, Joe believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to his client’s best interests, that sets Joe apart.

Joe is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, he is able to gain a comprehensive understanding of your needs and goals. Joe works hard to enhance and preserve your investments while assisting you in realizing your goals through long-term financial solutions using portfolio management, retirement planning (including IRAs, 401(k)s), estate planning, 529 education savings plans, and more.

A native of Woodstock, GA, Joe graduated from Spring Hill College where he was a member of the golf team with a degree in Political Science and a minor in Financial Economics. He is a member of St. Joseph’s Catholic Church, Golf Club of Georgia, Alpharetta Business Association, and Greater North Fulton Chamber of Commerce.

When not working, Joe enjoys golfing, coaching the Blessed Trinity High School Golf Team and spending time with his family and dog Hulk. He joined Raymond James in 2019.

Questions and Topics in the Interview:

Growing up in Woodstock Ga
College golf and transition to coaching
Involvement in the community
Why he got into being an Advisor
How Joe communicates with clients in challenging times
Advice for young professionals starting their career

Four Components to Prepare a Business to Sell, with Bill McDermott, Host of ProfitSense

August 29, 2022 by John Ray

North Fulton Studio

Four Components to Prepare a Business to Sell, with Bill McDermott, Host of ProfitSense

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Four Components to Prepare a Business to Sell, with Bill McDermott, Host of ProfitSense

In this commentary from a recent episode of ProfitSense, Bill compared selling a business to selling a house, and laid out four important components to prepare a business to sell.

ProfitSense with Bill McDermott is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

Bill’s commentary was taken from this episode of ProfitSense.

About ProfitSense and Your Host, Bill McDermott

ProfitSense with Bill McDermott dives into the stories behind some of Atlanta’s successful businesses and 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.

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.

Company website | LinkedIn | Instagram | Twitter

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.

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.