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John Ray, Business RadioX® and Ray Business Advisors

April 22, 2022 by John Ray

John Ray
North Fulton Studio
John Ray, Business RadioX® and Ray Business Advisors
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John Ray

John Ray, Business RadioX® and Ray Business Advisors (The Exit Exchange, Episode 13)

The tables were turned on this edition of The Exit Exchange, as regular co-host John Ray was also the guest, interviewed by co-hosts David Shavzin and Mike Rosenthal. John is the owner of the North Fulton studio of Business RadioX®, which produces The Exit Exchange, as well as the owner of Ray Business Advisors. John explained why professional services providers and other business owners should have a podcast, the way a podcast can be positioned to create definable ROI, and success stories. He also discussed his pricing consulting work, why pricing is a particular problem for professional services providers, and his podcast, The Price and Value Journey. John also shared why he and his firm is a Platinum Sponsor of XPX Atlanta and the success factors of the organization which make his membership and sponsorship so valuable.

This episode of The Exit Exchange was co-hosted by David Shavzin and Mike Rosenthal and is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

John Ray, Owner, Business RadioX – North Fulton, and Owner, Ray Business Advisors

John Ray, Owner, North Fulton – Business RadioX, and Owner, Ray Business Advisors

John Ray helps B2B professionals who need help building relationships which translate into revenue. Yes, John and his team plan, produce, and promote shows for their clients, but clients receive more than just that. The value they receive is the ability to open the door to hard-to-reach prospects, nurture existing relationships with clients, and to reactivate past prospects or clients in an elegant, non-salesy way.

Business RadioX – North Fulton operates as a member of the Business RadioX® national network of studio partners who serve as the “Voice of Business” in their local markets, helping local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession.

John is the host of North Fulton Business Radio, Minneapolis-St. Paul Business Radio, Alpharetta Tech Talk, and Business Leaders Radio. house shows which feature a wide range of business leaders and companies. John has hosted and/or produced over 1,300 podcast episodes.

John also owns Ray Business Advisors, a business advisory practice. John’s services include advising solopreneur and small professional services firms on their pricing. John is passionate about the power of pricing for business owners, as changing pricing is the fastest way to change the profitability of a business. His clients are professionals who are selling their “grey matter,” such as attorneys, CPAs, accountants and bookkeepers, consultants, marketing professionals, and other professional services practitioners.

His podcast, The Price and Value Journey, addresses the pricing problems solo and small firm professional services providers face, as well as other challenges they confront in running their practice.

Connect with John:

Website | LinkedIn | Twitter

Business RadioX®:  LinkedIn | Twitter | Facebook | Instagram

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.

Tagged With: b2b podcasting, Business RadioX, David Shavzin, John Ray, Mike Rosenthal, monetize podcasts, North Fulton Business Radio X, north fulton business radiox, podcast marketing, pricing, The Exit Exchange, The Price and Value Journey, value, XPX Atlanta

Erica Dumpel, CDA Inc., and Ashley Edwards Altman, Insperity

March 18, 2022 by John Ray

CDA Inc.
North Fulton Studio
Erica Dumpel, CDA Inc., and Ashley Edwards Altman, Insperity
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CDA Inc.

Erica Dumpel, CDA Inc., and Ashley Edwards Altman, Insperity (The Exit Exchange, Episode 12)

Erica Dumpel, CDA Inc., and Ashley Edwards Altman, Insperity, joined the show to provide information and feedback about their experience as members of the Atlanta chapter of the Exit Planning Exchange. Erica mentioned the value she’s received personally as a family business owner looking to do exit planning for the next generation and her appreciation of the collegial environment. Ashley discussed how much she’s learned and the value of being able to connect with other members as a resource for her clients.  They discussed cross-chapter connections, advice on how to get involved, and much more.

This episode of The Exit Exchange was co-hosted by David Shavzin and Mike Rosenthal and is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Insperity

Since 1986, Insperity has been showing companies how to harness the power of HR to improve business success. The company has grown from two people sharing a one-room office to a $4.3 billion company with more than 80 offices across the U.S.

Insperity is a human resources outsourcing solution for small to medium-sized businesses (from 5 to 5000 employees).  The company establishes a fortune 500 HR infrastructure in businesses that would otherwise not have access to those resources.  This is a usage model of both administrative and strategic people practices, along with the technology to support it.  Rather than building it yourself, Insperity clients buy a turnkey solution that is already in place and ready at any time, no matter what comes up in the business or the lifecycle of the employees.

The company partners with the best small to medium size businesses throughout the country to help drive revenue, improve productivity, and contain and control costs. Insperity does this by working with business owners to better align their people strategy with their business strategy.
The company’s clients get access to better benefits, time-saving technology and the first-in-class service they deserve – complete with dedicated support.

Company website | LinkedIn

Ashley Edwards Altman, Certified Business Performance Advisor, Insperity

Ashley Edwards Altman, Certified Business Performance Advisor, Insperity

Ashley comes to Insperity having spent 5 years helping to scale the HR of one of the fastest-growing companies in the country, where she realized her passion for helping small businesses grow. In her previous role, Ashley helped to grow the company from 40 employees to over 900 and was instrumental to the company’s HR and Recruiting efforts.

In her 5 years at Insperity, she has been awarded the Pinnacle Summit award (the past three years in a row), recognizing her performance as one of the top 15% of Business Performance Advisors across the company. Ashley has dedicated her career to helping small and medium-sized businesses in the Atlanta community grow by hiring and retaining the top talent in the market, helping business owners increase their bottom line through streamlining efficiencies, mitigating risks, and providing big company benefit options typically out of reach for small businesses, Ashley takes pride in helping entrepreneurs focus on their business, while offloading many of the areas that take the focus away from growing their businesses.

In her free time, Ashley is a volunteer mentor at the Atlanta Youth Academy, a citywide Tennis champion in the T2 singles tennis league, and enjoys long walks with her dog and husband around the Brookhaven neighborhood.

LinkedIn

CDA Inc.

Czajkowski Dumpel & Associates, Inc. (CDA Inc.) started as a boutique benefits agency in 1975 in the New York City market. Since moving to Georgia in 1981 many small to mid-market companies have benefited from CDA Inc.’s willingness to look beyond traditional options for solutions to pay for employee healthcare costs.

CDA Inc. shops the market for the best benefits packages available to small companies and individuals with special consideration to claims that might be incurred specifically to the age/gender/family makeup of the group. The agency has grown from two to six individuals plus affiliated partnerships in order to provide the most expert and highest service levels possible. Continuation and succession planning is in place to guarantee ongoing levels of service and care to agency clients without interruption in case of any individual’s inability to perform at the levels of excellence our clients have come to expect.

Company website | Facebook

Erica Dumpel, CLU, Cofounder and President, CDA Inc.

Erica Dumpel, CLU, Cofounder and President, CDA, Inc.

Erica Dumpel, CLU is the Founder of CDA Inc. and Founding Principal of GA Health Agents Agency.  Erica has over 46 years of experience in the health insurance industry as a broker and consultant.  After receiving a B.A. with honors from Trinity College in Hartford, Connecticut and a M.A. from The Fletcher School of International Law & Diplomacy, she entered the insurance industry in New York City in 1975.  Quickly drawn to the pressing needs of individuals without health insurance, Erica developed a practice focused on offering affordable, aggressively competitive employee benefits programs to individuals, seniors and small group clients.

Erica watched health insurance evolve from hospital/surgical coverage to full major medical benefits.  She has also seen Medicare coverage continue to evolve as Medicare Advantage plans have taken huge market share from traditional Medicare and Medigap options.  In both instances, Erica has been a respected voice linking the escalation of premium costs to a system in which patients have little involvement in the actual cost of care.

As Affordable Care Act provisions have been implemented and modified, Erica has increasingly been in demand as a consultant, helping companies navigate the complications presented by this legislation.  Reviewing options relative to ACA requirements and penalties presents an opportunity for employers to assess their long-range employee benefits plans.  By analyzing the consequences of the various available options, the organization can create a smart strategy to prepare for future issues and avoid ever-increasing costs.

LinkedIn

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.

 

Tagged With: Ashley Edwards, Ashley Edwards Altman, Business Exit Planning, CDA Inc., Erica Dumpel, Insperity, The Exit Exchange, XPX Atlanta

Bruce McFadden, Carr, Riggs & Ingram

February 18, 2022 by John Ray

Bruce McFadden
North Fulton Studio
Bruce McFadden, Carr, Riggs & Ingram
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Bruce McFadden

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 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.

LinkedIn

 

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.

 

Tagged With: Bob Tankesley, Bruce McFadden, Carr Riggs and Ingram, CPa, CRI, exit planning, exit planning advisors, Maria Forbes, quality of earnings, The Exit Exchange, XPX Atlanta

Andrei Tsygankov, Founders Legal

November 17, 2021 by John Ray

Founders Legal
North Fulton Studio
Andrei Tsygankov, Founders Legal
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Founders Legal

Andrei Tsygankov, Founders Legal (The Exit Exchange, Episode 9)

Andrei Tsygankov helps fast-growing companies to avoid becoming “flying gas cans.” Andrei joined this edition of The Exit Exchange to discuss questions firms should be asking their attorneys at various points in their growth cycle, trends in the legal industry that affect business owners, why he and his firm is a sponsor of XPX Atlanta, and much more. 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.

Founders Legal

Founders Legal is a boutique, Corporate Transactional & Intellectual Property Law Firm based in Atlanta, that specializes in the areas of US and International Intellectual Property, Data Privacy, Business Transactional, and Securities law.

Founders Legal is devoted to making the practice of law more efficient through the use of its proprietary technology while providing a better overall client experience and delivering uncompromising value.

Company website | LinkedIn

Andrei Tsygankov, Partner, Founders Legal

Andrei Tsygankov,  Partner, Founders Legal

Andrei Tsygankov is an Atlanta-based business transactional attorney and entrepreneur, and he helps fast-growing companies to avoid becoming flying gas cans.  Andrei’s primary specialization as an attorney is Mergers & Acquisitions, Capital Raising, Private Equity, Software & Intellectual Property Licensing, as well as ongoing General Counsel services to companies who are hitting their growth stride.

In addition to being one of the founding Partners of Founders Legal, Andrei has co-founded and was directly involved in managing five (5) other companies. As a result, Andrei understands firsthand the challenges that company founders, owners, and executive teams face in building (and scaling) a business.

Given his business-first background, Andrei promotes a practical approach to law: Focusing first and foremost on providing clear answers, efficient legal solutions, and ultimately, great value to clients.

LinkedIn

Questions and Topics Discussed in this Episode

  • Andrei’s client work at Founders Legal
  • What should a company be asking its attorney when it is experiencing rapid growth?
  • What should a company be asking its attorney when it is preparing for an exit?
  • What are some trends that you are seeing in the legal industry? How might those trends affect companies who are consumers of legal services?
  • What’s one legal tip you think every business would benefit from having?
  • Andrei’s entrepreneurial background and how it informs his
  • Why Andrei and Founders Legal finds their sponsorship of XPX Atlanta to be so beneficial

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.Andrei Tsygankov

 

Tagged With: Andrei Tsygankov, Bob Tankesley, David Shavzin, Exit Exchange, exit planning, Exit Planning Exchange, Founders Legal, The Exit Planning Exchange Atlanta, XPX Atlanta

Michael Bull, Bull Realty

June 18, 2021 by John Ray

Michael-Bull-Bull-Realty
North Fulton Studio
Michael Bull, Bull Realty
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Bull Realty

Michael Bull, Bull Realty (The Exit Exchange, Episode 6)

Michael Bull of Bull Realty and host of America’s Commercial Real Estate Show surveys the current health of the commercial real estate market, the advantages of being open to all options regarding selling or leasing a property, how the details in a lease agreement can impair the value of a business, his thoughts on the Atlanta market, and much more. 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.

Bull Realty

Michael Bull founded Bull Realty in 1998 initially with two primary missions: to provide a company of brokers known for integrity and to provide the best disposition marketing in the nation.

Now Michael and his brokers provide disposition, acquisition, project leasing, tenant representation, and advisory services in all major property sectors. Michael personally leads a team focused on office investment sales.

Company website | LinkedIn | Facebook | Twitter | YouTube

Michael Bull, President, Bull Realty

Bull Realty
Michael Bull, President, Bull Realty

Michael Bull, CCIM, founder and CEO of Bull Realty, is an active commercial real estate advisor. He is a licensed broker in nine southeast states and has assisted clients with over 6 billion dollars of transactions over his 35-year career. You may know Michael as host of America’s Commercial Real Estate Show. The popular weekly show began broadcasting in 2010 and today is heard by millions of people around the country. Michael and other respected industry analysts, economists and leading market participants share market intelligence, forecasts, and success strategies.

LinkedIn

 

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.

Tagged With: America's Commercial Real Estate Show, Bob Tankesley, Bull Realty, commercial real estate, commercial real estate investing, David Shavzin, Exit Planning Exchange, Michael Bull, XPX Atlanta

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

March 18, 2021 by John Ray

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

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

Selling or transitioning out of a business isn’t all about dollars and cents. Acknowledged or not, psychological and emotional issues come into play, and those considerations must be navigated by business owners and their advisors. On this edition of “The Exit Exchange,” Dr. Larry Gard covers the four psychological mistakes business owners make as they approach an exit. This edition of “The Exit Exchange” is co-hosted by David Shavzin and Bob Tankesley and is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Hamilton-Chase Consulting

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

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

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

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

Company website | LinkedIn | Facebook

Questions and Topics in this Interview

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

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.

Tagged With: Bob Tankesley, business transition, David Shavzin, Done With Work, Dr. Larry Gard, exit planning, exit planning advisors, Hamilton-Chase Consulting, psychologist, selling a business, XPX Atlanta

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

February 18, 2021 by John Ray

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

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.

LinkedIn

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.

Tagged With: Bob Tankesley, David Shavzin, Economic impact analysis, economics, Emory University, Exit Planning Exchange, Goizueta Business School, macroeconomic trends, sports economic impact, Thomas Smith, TMS Consulting, XPX Atlanta

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

January 21, 2021 by John Ray

Exit Planning Exchange
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

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.

Tagged With: Bob Tankesley, business value growth, business value transfer, David Shavzin, exit planning, Exit Planning Exchange, Mary Adams, middle markets, owner life and legacy, private companies, privately-held businesses, Succession Planning, XPX Atlanta

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