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  • Exit Planning Exchange
Exit Planning Exchange
Mar
09

XPX ATLANTA: HOW TO XPX – HELP, MY EBITDA SUCKS!

Details

Date & Time

Tue, Mar 9th, 2021 ⋅ 11:30am - 1:00pm (EDT)

Location

Virtual - Connection details sent upon registration (Please log in at 11:20AM EDT)

Tickets

Atlanta Members
$10.00
Non-Members
$20.00
Other XPX Chapter members
$15.00
Sponsor Guest
$0.00
Sponsors
$0.00
Guests

Registrants

56 people attended
Donald Simon of Simon Financial Company is a member of XPX Atlanta
Peter Chatel of The Chatel Consulting Group is a member of XPX Atlanta
Bruce McFadden of Carr, Riggs & Ingram is a member of XPX Atlanta
PE
NJ
+51

How to Accelerate Exit Value by Improving the Financials

"What do you mean my EBITDA sucks – and what does that have to do with my business value? Episode #3 on our business owner's journey towards a successful exit. Experience our "owner's" dose of reality on how his company's financials are the cornerstone for measuring transferrable business value to a potential buyer -- and how executing on a focused project plan can address key value detractors in advance to improve the odds for a successful sale.

Our MC:

Barry Selvidge, Partner - Newport LLC










With over 30 years of experience as a founder, operator and chief legal officer for public and private companies, Barry provides wise and trusted counsel to his business owner clients. A veteran business and legal advisor who has walked in his clients’ shoes, Barry’s unique combination of entrepreneurial, corporate and M&A experience helps early stage and middle market companies accelerate growth and prepare for exit.



Our Panel:


Bill McDermott, Founder & CEO - The Profitability Coach









Bill is a Profitability Coach with a passion for helping make business owners better financial managers. He’s coached hundreds of business owners on how to break through barriers to growth, increase profitability and cash flow and be financially prepared to exit their business on their terms. 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 for business owners.


Terri Teague, Owner - SmallBiz.Consulting


As a prior owner of multiple businesses, Terri has first-hand experience with the multitude of challenges faced by owners in growing their companies. She applies her real-world knowhow gained over 20 years of business ownership to help company owners effectively navigate the small business landscape. Terri provides insightful solutions and creative strategies that propel businesses toward their growth goals, while also preparing owners for the time when they will be ready to successfully sell their own companies.


Missed any episodes of our 2021 Case Study? Catch up here: https://exitplanningexchange.com/atlanta/news

Why Join Us?

  • Build relationships with other advisors
  • New and interesting ideas to implement and share
  • Keep up to date on building value, exit and succession
  • Our unique, curated roundtable format
  • Gain an appreciation of the power of the XPX Advisor Principles

Agenda:

Log in early to be ready for 11:30 am start time.
Program: 11:30 am – 1:00 pm Eastern Time

Virtual Event Pricing:

Atlanta Members – $10.00
BRING A FIRST TIME GUEST TO XPX!
Atlanta members are encouraged to bring a first time guest (FREE) for this event. Contact angie@exitplanningexchange.com to register your guest.

XPX Members from other Chapters – $15.00
Non-Members – $20.00

Virtual - Connection details sent upon registration.






PLATINUM





GOLD









SILVER
















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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Donald Simon of Simon Financial Company is a member of XPX Atlanta
Donald Simon
Simon Financial Company
Peter Chatel of The Chatel Consulting Group is a member of XPX Atlanta
Peter Chatel
The Chatel Consulting Group
Bruce McFadden of Carr, Riggs & Ingram is a member of XPX Atlanta
Bruce McFadden
Carr, Riggs & Ingram
PE
Paul Evans
CRI Capital Advisors
NJ
Nermin Jasani
Wildly Successful Consulting Group
ROGER SILVERA of New York Life is a member of XPX Atlanta
Roger Silvera
New York Life
Eric Togneri of ExitOnTop is a member of XPX
Eric Togneri
Neri Capital Partners
Rob Swartwood of consilium is a member of XPX Atlanta
Rob Swartwood
Consilium Legal Solutions
Barry Selvidge of Neri Capital Partners is a member of XPX Atlanta
Barry Selvidge
Newport LLC
Bill McDermott of The Profitability Coach is a member of XPX Atlanta
Bill McDermott
The Profitability Coach
TT
Terri Teague
SmallBiz.Consulting
Esther "Essie" Escobedo of Office Angels is a member of XPX Austin
Esther "essie" Escobedo
Office Angels
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
Maria Forbes
FIREPOWER Business Catalyst, LLC.
Krystall King, CFP®, CEPA of Ameriprise Financial Services, LLC is a member of XPX Atlanta
Krystall Cepa Cfp® King
Ameriprise Financial Services, LLC
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
David Hern
Sofer Advisors, LLC
Michelle Jackson of Capital Group is a member of XPX Atlanta
Michelle Jackson
Capital Group
Andrei Tsygankov of Founders Legal | Bekiares Eliezer LLP is a member of XPX Atlanta
Andrei Tsygankov
Founders Legal | Bekiares Eliezer LLP
TERRY "Doc" DOCKERY of The Resolve Firm is a member of XPX Atlanta
Terry "doc" Dockery
The Resolve Firm
JM
Jim Massengale
Expense Reduction Analysts
DM
Dan McDevitt
Dan McDevitt Studio
ZE
Zach Eyster
Founders Legal
MI
Michael Imber
PNC Wealth Management
Roxann Smithers of Smithers Law Group, LLC is a member of XPX Atlanta
Roxann Smithers
Smithers + Ume-Nwagbo, LLC
Tom Fulton of Neri Capital Partners is a member of XPX Atlanta
Tom Fulton
Neri Capital Partners
Scott Ward of Corporate Real Estate Advisors, ITRA Global is a member of XPX Atlanta
Scott Ward
Corporate Real Estate Advisors, ITRA Global
Angela Rehkop of Financial Care Providers is a member of XPX Atlanta
Angela Rehkop
Financial Care Providers
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
Scott Siegel of Beacon Sales Advisors is a member of XPX Atlanta
Scott Siegel
Beacon Sales Advisors
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
LV
Leah Veloce
S&V Financial Consulting Group
Gabrielle Mills of Sourced. is a member of XPX Atlanta
Gabrielle Mills
Sourced.
Melissa Sager of Sage Solution Consulting is a member of XPX Atlanta
Melissa Sager
Sage Solution Consulting
EF
Enrique Fernandez
Enrique Fernandez, M. D.
Sue Groszkiewicz of Accountable For Change LLC is a member of XPX Atlanta
Sue Groszkiewicz
Accountable For Change LLC
RR
Robert Rosner
Robert M. Rosner & Associates, Inc.
David Magee of DM Buck Advisory/NAVIX is a member of XPX Atlanta
David Cfa Asa Magee
DM Buck Advisory/NAVIX
Bob Tankesley of Neri Capital Partners is a member of XPX Atlanta
Bob Tankesley
Neri Capital Partners
Wally Ziprik of Neri Capital Partners is a member of XPX Atlanta
Wally Ziprik
Neri Capital Partners
EA
Eric Atwood
The Speakers Studio
John Ray of John Ray Co. is a member of XPX Atlanta
John Ray
Business RadioX®
David Grocer of TechCXO is a member of XPX Atlanta
David Grocer
TechCXO
Stacey Gorowitz, CPA of SJ Gorowitz Accounting & Tax Services, P.C. is a member of XPX Atlanta
Stacey Gorowitz
SJ Gorowitz Accounting & Tax Services, P.C.
JG
Jason Goldberg
Focal Point Coaching
Jeffrey Leonard of Cohen Pollock Merlin Turner P.C. is a member of XPX Atlanta
Jeffrey Leonard
Cohen Pollock Merlin Turner P.C.
Michael Rosenthal of Taylor English Duma is a member of XPX Atlanta
Michael Rosenthal
Taylor English Duma
Michael Horwitz of Transworld Business Advisors is a member of XPX Atlanta
Michael Horwitz
Transworld Business Advisors
CC
Clark Cordner
Alliance Management Advisors, LLC
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
Alan Adcock of Automated Solutions Consulting Group is a member of XPX Atlanta
Alan Adcock
Automated Solutions Consulting Group
CF
Chris Facka
Level Four
Nancy Halwig of The PNC Financial Services Group is a member of XPX Atlanta
Nancy Halwig
BBVA
NS
Neeli Shah
The Law Offices of Neeli Shah, LLC
Melanie Zeman of North Georgia CFOs is a member of XPX Atlanta
Melanie Zeman
North Georgia CFOs
Don Bollmer of B2B CFO is a member of XPX Atlanta
Don Bollmer
B2B CFO
HE
Hunter Ewing
High Ground Company