The Value Track Archives - Business RadioX ®

David Shavzin, The Value Track, and Bob Tankesley, Neri Capital

July 16, 2021 by John Ray

North Fulton Studio

David Shavzin, The Value Track, and Bob Tankesley, Neri Capital

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David Shavzin, The Value Track, and Bob Tankesley, Neri Capital (ProfitSense with Bill McDermott, Episode 23)

Host Bill McDermott is joined by David Shavzin of The Value Track and Bob Tankesley of Neri Capital. David and Bob advocate that the seller of a business must take the perspective of the prospective buyer. By doing so, a seller will better understand business valuation, planning for a successful exit, and how the sale process will unfold. ProfitSense with Bill McDermott is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

David Shavzin, President, The Value Track

Exit Planning — **David Shavzin, President, The Value Track**

The Value Track helps business owners sell their companies, maximize value, and create an exit on their own terms. Business owners too often get so caught up in the day-to-day that they lose sight of the key to making that future happen – building value – and are unprepared when the time comes to put their transition into action. The Value Track partners with their clients to build transferrable value and sell their companies. Whether a single owner, a family business, or simply multiple partners – whether their exit planning timeline is one year or 10 years – we take our clients through The Value Track’s 7 steps to ensure success.

Company website | LinkedIn

Bob Tankesley, Principal, M&A Advisor, Neri Capital

**Bill Tankesley, Principal, M&A Advisor, Neri Capital**

Neri Capital Partners, a boutique investment bank and advisory firm, consists of seasoned transactional professionals and offers a variety of investment banking services to privately held lower mid-market businesses. Our team has in-depth experience with businesses in the manufacturing, business-to-business, industrial, and healthcare market sectors. Neri Capital has closed over 150 transactions with a total enterprise value of $1.3 billion. Services include:
1. Seller representations
2. Business value estimates
3. Exit planning and strategies
4. Buyer representations
5. Corporate and capital formation

Company website | LinkedIn

About ProfitSense and Your Host, Bill McDermott

ProfitSense with Bill McDermott dives into the stories behind some of Atlanta’s successful businesses and business owners and the professionals that advise them. This show helps local business leaders get the word out about the important work they’re doing to serve their market, their community and their profession. The show is presented by McDermott Financial Solutions. McDermott Financial helps business owners improve cash flow and profitability, find financing, break through barriers to expansion and financially prepare to exit their business. The show archive can be found at profitsenseradio.com.

Bill McDermott is the Founder and CEO of McDermott Financial Solutions. When business owners want to increase their profitability, they don’t have the expertise to know where to start or what to do. Bill leverages his knowledge and relationships from 32 years as a banker to identify the hurdles getting in the way and create a plan to deliver profitability they never thought possible.

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.

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.