Profit Sense Archives - Business RadioX ®

The Profitability Coach’s 14th Anniversary, with Bill McDermott, Host of ProfitSense

May 1, 2023 by John Ray

North Fulton Studio

The Profitability Coach's 14th Anniversary, with Bill McDermott, Host of ProfitSense

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The Profitability Coach’s 14th Anniversary, with Bill McDermott, Host of ProfitSense

In this commentary from a recent episode of ProfitSense, Bill expresses gratitude as he celebrates 14 years as The Profitability Coach, helping businesses become more profitable.

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, The Profitability Coach

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 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.

Beth Miller, Executive Velocity, and Eric Handler, Handler

April 17, 2023 by John Ray

North Fulton Studio

Beth Miller, Executive Velocity, and Eric Handler, Handler

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Beth Miller, Executive Velocity, and Eric Handler, Handler (ProfitSense with Bill McDermott, Episode 44)

On this episode of ProfitSense, host Bill McDermott welcomed Beth Miller, President and Founder of Executive Velocity, and Eric Handler, CEO of Handler. Beth discussed how Executive Velocity develops leaders, the challenges of succession planning, coaching as a care leadership skill, and much more. Eric talked about Handler’s uniqueness in the market, its values and purpose, its big audacious goal of impacting 5,000 lives by 2025, its private network of executives and CFOs in Atlanta, and much more. Bill closed the show by showing gratitude and celebrating The Profitability Coach’s 14th anniversary.

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

Executive Velocity

Since 2009, Executive Velocity has been providing talent solutions custom designed to develop a robust leadership pipeline for your organization. Their proven approach: Hire Great People, Develop Leaders, and Drive Succession Plans. Their work with small and midsize business owners and their teams has led many to successful exits. Why? Because they have consistently hired great people and developed them to their full potential so that the company will continue to be successful after they leave.

Website | Facebook | Twitter

Beth Miller, President and Founder, Executive Velocity

Beth Miller is an experienced corporate executive, business owner, and entrepreneurial leader with a love for developing talent and seeing other leaders succeed. She started her career working in finance and sales and later co-founded a technology project management firm that was recognized by INC as one of the nation’s fastest-growing companies.

Through her work with the CEO peer advisory group Vistage, she realized her love of impacting businesses and their employees by developing leaders, spurring her to found her current venture, Executive Velocity.

She now helps businesses grow, scale, and thrive by developing the leaders within them. She’s authored two books: “Replaceable, An Obsession with Succession” and “Are You Talent Obsessed?” Beth also has a passion for animals and exploration that’s inspired her to be a world traveler who’s set foot on all seven continents.

Handler

Handler is an Atlanta-based retained executive search and RPO firm. They find the difference makers in Atlanta for your vision. Handler has managed over 4,000 searches over our 44+-year history. From senior management with P&L responsibility to mid-high level leaders in finance/accounting, sales/marketing, operations, or human resource positions. They find Leaders Worth Following. Handler’s big audacious goal is to positively impact the lives of 5,000 people by 2025.

Website | Facebook | Twitter | Instagram | LinkedIn

Eric Handler, CEO, Handler

As the son of their founder, Bill Handler, Eric grew up in the search business. Leveraging their network to positively impact a life brings purpose to their work. Handler’s clients experience the benefits of hiring a leader worth following while their candidates quickly understand why they are so different than other recruiters.

Eric started as the Director of Research, which led the Handler research function. He got involved with client-facing activities, presented candidates to their clients, and is now “their fearless leader” for the last six years.

Eric strives to seek God’s wisdom and follow His direction every day. He enjoys serving at Atlanta Jobseekers, a non-profit dedicated to helping those in professional transition. Eric is married to Jamie. They have two children, Ella and Luke. He received his Bachelor’s degree from Auburn University and his MBA from Georgia State University.

He believes a leader worth following means that if you were to leave tomorrow, people would follow you, wherever you go. A leader worth following is courageous to make decisions, empathetic to the needs of others, and driven to celebrate others first.

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.

Nancy McGill, Cartridge World Lawrenceville, Neeli Shah, The Law Offices of Neeli Shah, and Karl Barham, Transworld Business Advisors of Atlanta Peachtree

February 9, 2023 by John Ray

North Fulton Studio

Nancy McGill, Cartridge World Lawrenceville, Neeli Shah, The Law Offices of Neeli Shah, and Karl Barham, Transworld Business Advisors of Atlanta Peachtree

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Nancy McGill, Cartridge World Lawrenceville, Neeli Shah, The Law Offices of Neeli Shah, and Karl Barham, Transworld Business Advisors of Atlanta Peachtree (ProfitSense with Bill McDermott, Episode 42)

On this episode of Profit Sense, host Bill McDermott welcomed three accomplished business leaders. Nancy McGill, Cartridge World Lawrenceville, discussed Nancy’s 2022 Gwinnett Chamber business award, the upcoming 20th anniversary of her business, what differentiates Cartridge World from its competitors, and more. Neeli Shah discussed what probate is and why it can be quite onerous, how business owners can avoid their business growing through probate upon their death, and more. Finally, Karl Barham, Transworld Business Advisors of Atlanta Peachtree, shared the biggest mistake small business owners make, myths and faces about small business valuation, the impact of baby boomer retirement, and more. Bill ended the show talking about cashflow.

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

Cartridge World Lawrenceville

Cartridge World Lawrenceville was the first Cartridge World to open in Gwinnett in 2004. As a locally owned and operated franchise, their mission is to help each customer with their printing needs with quality products, education, expert printing advice, and great customer service. They want every customer to have a great experience when they shop with them, saving both time and money.

They are your local source for all your printer needs. They sell high quality replacement ink and toner cartridges for printers, copiers and postage meters at an affordable price. They provide printer repair, secure shredding, recycling, mobile printing, computer upgrades and repairs, copy and scan services. They have all major brands HP, Canon, Brother, Samsung and more. They have a retail location for individuals and free delivery for businesses.

As home and office printing experts, they answer printing questions and simplify the entire printing experience with advice and cost-effective supplies. Cartridge World Lawrenceville is your one stop shop for printers and supplies.

Website | Facebook | LinkedIn | Twitter

Nancy McGill, Owner/President, Cartridge World Lawrenceville

Nancy McGill grew up in Stillwater Oklahoma and graduated from Oklahoma State University with B.S. in Business Administration. She moved to Lawrenceville, Georgia in 1990.

Nancy has been in sales and management most of her career. She worked in corporate America for a temp to perm company and selling yellow page advertising. She was a stay-at-home mom for a few years and then a substitute teacher for Gwinnett County Public Schools.

In 1999 Nancy became a business owner and bought 2 locations in an existing ladies fitness franchise, which ultimately wasn’t a good fit, so she sold it. She then looked for another opportunity with less employees and a smaller retail space.

She read an article in the Wall Street Journal about Cartridge World and decided to buy a franchise in 2004, and almost two decades later, she’s still going strong!

The Law Offices of Neeli Shah

At the Law Offices of Neeli Shah they believe that planning for your future should be purposeful and practical. Their team works with and/or helps you to develop a collaborative team of advisers committed to navigating the planned and unplanned transitions of life.

They strive to empower and enrich the financial lives of those they serve as a source of education, information, and solutions by integrating the personal family dynamics and relationships with the financial and tax planning processes.

Website | LinkedIn | Facebook | Instagram

Neeli Shah, Attorney, The Law Offices of Neeli Shah

Neeli G. Shah believes that for any well-drafted estate plan to work in practice, it must also work within the family dynamics of each unique family structure. That is why she works hard to create a confidential environment where her clients feel comfortable sharing their family’s unique goals and challenges.

Neeli was born in India and moved to Hartselle, Alabama when she was 13 years old. She has personally experienced many of life’s uncertainties and brings that experience into her practice. Her personal background gives her a unique and compassionate perspective on Estate Planning and Estate Administration.

As a mother of two little boys, she is mindful of the fact that your family is your most valuable asset. She has the big law pedigree with the heart and soul of the small practice. She leads with gratitude and looks to add value wherever possible.

With over 11 years of experience in the Tax and Trusts and Estates industry, she has represented many individuals, families, closely-held businesses and non-profits build a legacy.

Transworld Business Advisors of Atlanta Peachtree

Transworld Business Advisors is the world leader in the marketing and sales of businesses, franchises and commercial real estate. Whether you represent an acquisition-minded corporation, or are personally interested in owning your own company, Transworld offers professional services that successfully bring buyers and sellers together.

In today’s economy, there are more people looking to buy and sell businesses than ever before. When a company owner needs to sell their business, they can’t just stick a for sale sign in the window. They need the assistance of a business broker to locate and vet potential buyers. On the other side, buyers rely on the broker to help facilitate the process of evaluating potential businesses and franchises for sale. A Transworld Business Advisor is the solution for both scenarios.

Website | Facebook | LinkedIn | Twitter

Karl Barham, President, Transworld Business Advisors of Atlanta Peachtree

Karl Barham is a co-owner and President of Transworld Business Advisors of Atlanta Peachtree, a global leader in business brokerage and Mergers & Acquisitions. Karl is a recognized expert in business sales, valuations, and business coaching. Karl is a licensed Georgia Real Estate agent and 2022 Million Dollar Club member of the Georgia Association of Business Broker’s (GABB). Karl’s 25+ years of expert knowledge in business is now used to help business owners with valuations, business exit planning, M&A, and Business Sales transactions. He speaks the language of small business to help small business owners start/acquire, grow, and then successfully sell and exit businesses.

When Karl is not helping clients, he can be found volunteering and supporting a number of great organizations in the Metro Atlanta area including Atlanta Black Chambers of Commerce, StartMe:Atlanta, and Junior Achievement. He serves on several nonprofit boards including Southwest Gwinnett Chamber of Commerce, Cornerstone Christian Academy, and Global Growers Network.

Karl resides in Peachtree Corners, GA with his wife and two daughters.

About ProfitSense and Your Host, Bill McDermott

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

Ben Gibson, JP Morgan Chase, Jonathan Holmes, Mighty 8th Media, and John Marsh, Bristol Group

November 15, 2022 by John Ray

Ben Gibson, JP Morgan Chase, Jonathan Holmes, Mighty 8th Media LLC, and John Marsh, Bristol Group

North Fulton Studio

Ben Gibson, JP Morgan Chase, Jonathan Holmes, Mighty 8th Media, and John Marsh, Bristol Group

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Ben Gibson, JP Morgan Chase, Jonathan Holmes, Mighty 8th Media, and John Marsh, Bristol Group (ProfitSense with Bill McDermott, Episode 37)

On this episode of ProfitSense, host Bill McDermott welcomed three distinguished business advisors. Ben Gibson, JP Morgan Chase, described the satisfaction he gets in helping business owners achieve their goals. Jonathan Holmes, Mighty 8th Media, discussed branding and marketing, while John Marsh shared how he helps business owners successfully sell their companies through his work at Bristol Group.

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

JP Morgan Chase

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world.

Today, they’re a leading global financial services firm with operations servicing clients in more than 100 countries.

Whether they are serving customers, helping small businesses, or putting their skills to work with partners, they strive to identify issues and propose solutions that will propel the future and strengthen both their clients and their communities.

Website | LinkedIn | Facebook

Ben Gibson, Executive Director, JP Morgan Chase

Ben Gibson is a Relationship Executive in the Middle Market Banking Group covering the Georgia Middle Market. Ben utilizes the expansive JPMorgan Chase product platform to companies with annual revenues from $20 million to $100 million, offering cash management, credit, investment banking, international banking and wealth management and an array of other solutions.

Ben has 20+ years of banking experience and is responsible for relationship management, new business development and delivering the firm’s solutions locally with his Georgia-based clients.

Ben is a Magna Cum Laude graduate and 40 under 40 awarded alum of Georgia State University. He is married with children and his hobbies include reading, listening to music and watching movies and sports.

Ben is actively involved in the Metro Atlanta community as a member of the Executive Committee of the German American Cultural Foundation and Treasurer of OaksAtl, an affordable housing nonprofit focused in the Vine City and English communities, and serves on the finance committee of Atlanta Westside Charter School.

Mighty 8th Media LLC

Headquartered in the heart of historic Buford, GA, Mighty 8th is an award-winning, nationally recognized marketing and creative agency. Founded in 2005 by industry veterans Jonathan Holmes and Bradley Sherwood, Mighty 8th has become synonymous with producing powerful campaigns that drive business and make a lasting impact. The agency provides everything from strategy and creative development to website design and broadcast production for local, national and international clients across a variety of industries, including Alta Refrigeration, ClearStar, Consolidated Banking Services, Emory University, Gwinnett County Public Schools, Hyster Company, MegaSlab, Pinnacle Bank, Porter Steel, Primus Builders and Reeves Young and State Road Tollway Authority (Peach Pass).

Website | LinkedIn | Facebook | Twitter | Instagram

Jonathan Holmes, Managing Partner, Mighty 8th Media LLC

Jonathan Holmes is co-founder and Managing Partner / CFO of Mighty 8th, a full-service marketing and creative agency. The agency was founded in 2005 and has grown to be an Inc 5000 – top 50 Marketing Agencies in Atlanta, Atlanta Business Chronicle 2017 & 2018. His agency has been awarded Best Places to Work in Atlanta, 2013, 2014, 2015 and 2019 and a Best Places to Work in Georgia, Top 10, 2010 and Top 3, 2016.

Jonathan is a highly trained professional in accounting, non-profit operations, marketing, web and strategic planning with over 35 years of hands-on experience in revenue growth, organizational development, brand repositioning and entrepreneurial start-ups.

He is a native South Carolinian and graduate from the University of South Carolina. A 2018 Graduate of Leadership Gwinnett and 2022 LG Alumni Chair, having lived in Gwinnett for 21 years, Gwinnett is his “hometown”. He is an avid supporter helping to make Gwinnett Great as a growing county to lead the Atlanta Metro Region supporting a diverse population. He currently serves as Board Chair of Artworks Gwinnett, Most recently through his leadership efforts, Artworks has undertaken a Master Plan for Gwinnett’s Creative Economy – growing the Arts, Entertainment and Technology sector as an economic engine for Gwinnett.

He is a Board Member of the Gwinnett Chamber, Board Member Gwinnett Parks Foundation, an Advisor / Investor in Partnership Gwinnett, and a Chairman’s Club member of the Gwinnett Chamber. He also serves on the Board of Visitors of Georgia Gwinnett College and the Georgia Gwinnett College Foundation Development Committee. Most recently, he was appointed as a Board member of Pinnacle Bank based in Elberton, GA.

Bristol Group

John’s firm is a Mergers and Acquisitions Advisory and business brokerage practice. They assist business owners in the process of successfully transitioning business ownership. As M&A advisors, they represent the interest of their clients and guide them through the complex process of selling or buying a business.

The team overthan 75 years of experience structuring transactions for business owners, individual buyers, private equity groups, and corporate acquirers. The nationwide network produces some of the best business opportunities and investments for people looking to buy a business.

The firm is affiliated with the Bristol Group. The Bristol Group has seventeen Business Brokers and Mergers and Acquisition Advisors across the United States.

Website | Facebook | LinkedIn

John Marsh, Founder, Bristol Group

John is a successful cross-functional executive with experience leading and strengthening finance, accounting, and operations organizations. He has held a variety of executive roles including CFO, VP of Supply Chain and Planning, and EVP of Finance and Operations during his 17-year career. In those roles, John served as an integral part of the leadership team that scaled a medical device company and sold it to a private equity firm for 161M. John led integration efforts and was a part of due diligence on all of the companies acquisitions.

John started his career with the accounting firm, Ernst and Young in Atlanta, GA, and has worked with both start-ups and a large private equity-owned medical device manufacturer. He leverages his significant mergers and acquisition experience to help entrepreneurs successfully transition business ownership.

John graduated from the University of Georgia with a BBA in Accounting and holds an MBA from Kennesaw State University. He currently lives in Sandy Springs, with his wife and two daughters.

About ProfitSense and Your Host, Bill McDermott

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

Accountability, with Bill McDermott, Host of ProfitSense

March 1, 2022 by John Ray

North Fulton Studio

Accountability, with Bill McDermott, Host of ProfitSense

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Accountability, with Bill McDermott, Host of ProfitSense

On a recent episode of ProfitSense with Bill McDermott, Bill highlighted the need for accountability of defined roles within an organization. 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 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.

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

Sharon Foley, The Interiors Studio, and Andrew Henry, Childs Company

September 20, 2021 by John Ray

North Fulton Studio

Sharon Foley, The Interiors Studio, and Andrew Henry, Childs Company

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Sharon Foley, The Interiors Studio, and Andrew Henry, Childs Company (ProfitSense with Bill McDermott, Episode 25)

Sharon Foley, Director of Interior Design for The Interiors Studio, and Andrew Henry, Partner at Childs Company, were host Bill McDermott’s guests on this edition of ProfitSense. They discussed finding the right professional for the support business owners need to handle their multiple needs, from integrated interior design to architecture to financial services and exit planning. Bill also offered a commentary on delegation, and how business owners succeed when they focus on what they do best and leave other aspects of the business to those appropriately skilled in those areas. ProfitSense with Bill McDermott is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

The Interiors Studio

In 2017, the interior design department at Foley Design Associates Architects, Inc. became The Interiors Studio LLC to allow for more targeted marketing of interior design services. Currently, The Interiors Studio provides both design and procurement services to architects, clients and end-users. A major market segment for The Interiors Studio is senior living design – from affordable senior apartments to continuing care retirement communities, and including skilled nursing, assisted living, memory support and senior independent living projects. They have 6-8 senior living projects in design and production at this time.

Currently, they are also working on a film studio vendor building, a sushi restaurant, a tenant improvement project, a golf clubhouse renovation in Florida, and a hotel renovation in the Caribbean. Creating and maintaining long-term client relationships is the most effective marketing strategy for The Interiors Studio. Principals stay involved in all project phases from concept design to move-in. Procurement of furnishings is managed in-house to maintain control of the entire process. Professional licensure and continuing education are encouraged and supported. Interior designers at The Interiors Studio enjoy working with architects and land planners in a collaborative design environment. The result is a more cohesive and seamless design and ensures that the interior design reflects the architect’s vision for the project.

Company website

Sharon Foley, Director of Interior Design, The Interiors Studio

Sharon Foley is the Director of Interior Design for The Interiors Studio LLC, a commercial interior design firm located in Atlanta, Georgia. A graduate of Auburn University, she started her career in interior design in 1983 as an intern designer at an Atlanta architecture firm. In 1984, she joined architect and husband Bill Foley in a new company, Christian Foley Architects, and later worked with Bill and two architectural partners to launch Foley Design Associates Architects, Inc. in 1991.

Sharon led the interiors department at Foley Design until 2017 when The Interiors Studio was formed. She and partner Yvonne Portwood lead a team of 4 designers from their office in the West Midtown area of Atlanta. Sharon is NCIDQ Qualified and is a Registered Interior Designer in the State of Georgia.

Childs Company

Childs Company is a boutique private wealth management practice. We leverage our 35+ years of business experience and financial expertise to provide comprehensive financial planning and investment strategies to business owners, executives, retirees, and young professionals.

Our clients share our values, appreciate our approach and rely on us to help them make the best financial decisions throughout their lives.

Company website | LinkedIn | Facebook

Andrew Henry, CPA, CFP®, Partner, Childs Company

**Andrew Henry, Partner, Childs Company**

Andrew joined Childs Company in 2014 after beginning his career at Ernst & Young, LLP, which is one of the four largest international professional services firms commonly known as the “Big Four.” Ultimately serving as a Senior Accountant in the Assurance practice, his experience includes working with the initial public offering (IPO) for a Fortune Global 100 Company, encompassing debt and equity offerings. Additionally, he gained experience performing analytical procedures and extensive financial analysis for client financial statements. Andrew is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ professional.

He focuses on the firm’s strategic growth through business development and client satisfaction. Andrew is also responsible for leading the financial planning and business retirement plan advisory practice at Childs Company. Andrew is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.

Andrew graduated from the University of Georgia with a Masters’s in Accountancy. Andrew actively volunteers and sits on the Board for Camp Horizon, a non-profit organization that serves foster care children in metro Atlanta. He lives in Atlanta with his wife and young son and enjoys golf, running, and spending time outside with his family.

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.

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

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.

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