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  • Exit Planning Exchange
Exit Planning Exchange
Jan
10

XPX Atlanta: It’s Brutal Selling a Company - Even More Brutal in 2023! - The Hard Realities and How-To's of Successful Value Growth and Selling in 2023

Details

Date & Time

Tue, Jan 10th, 2023 ⋅ 11:00am - 1:00pm (EDT)

Location

The Buckhead Club (and Zoom) - 3344 Peachtree Road NE, Suite 2600, Atlanta, GA 30326

Tickets

Atlanta Members (In-Person)
$30.00
Atlanta Members (Virtual)
$30.00
Atlanta Sponsor (In-Person)
$0.00
Atlanta Sponsor (Virtual)
$0.00
Drawing winner
$0.00
Non-Member (In-Person)
$45.00
Non-Member (Virtual)
$45.00
Other Chapter XPX Member (In-Person)
$35.00
Other Chapter XPX Member (Virtual)
$35.00
Sponsor Guest (In-Person)
$0.00
Sponsor Guest (Virtual)
$0.00
Guests

Registrants

42 people attended
David Shavzin of The Value Track is a member of XPX Atlanta
Chad Ettmueller of JCR Settlements, LLC is a member of XPX Atlanta
MS
Joshua Loud of LOUD Wealth Mangement of Raymond James is a member of XPX Atlanta
Rob Swartwood of consilium is a member of XPX Atlanta
+37


Our programming for this year will be a Collaborative Forum on the Hard Realities and How-To’s of successful business building and selling in 2023. Breaking News: Interest rates are still up. The economy is trending down. Buyers are retrenched. Deal flow in some industries is slow. If a deal is not in the pipeline now, it’s probably not going to close in 2023.

Of course, to our XPX community, this harsh news is not news at all. In fact, here’s the real news...It’s Time to Seize the Opportunity! More urgent than ever, right now is the time to get your clients’ attention to optimize now! We will be sharing the How-To’s of having the conversation with, and questions you need to be asking of, your clients.

Our January Program

We kick off our 2023 theme on the Hard Realities of Preparing to Sell a Business. What’s going on out there in the M&A world? What do buyers want? What are they thinking? So that your clients can turn crisis into opportunity.

Take-Aways: 5 Questions you need to ask of your clients on …Finance, Brand

We are going to set the stage for addressing the components of success, the How-To’s:

  • How to help your client’s business to stand out
  • How to get multiple buyers competing for their business
  • How to “get in your owner’s face” to have the conversation
  • How to help build the advisory team

Our Speaker:


Bob Tankesley

M&A Advisor
Neri Capital Partners

Bob Tankesley has 22 years of experience in tax, accounting, and financial advisory market sectors, ranging from a Fortune 500 Corporation and Big 4 accounting firms to micro-cap and lower mid-market businesses. For the past 16 years, Bob has advised over one hundred business owners on business transaction, business valuation and exit planning methods.  As a 4th generation entrepreneur, Bob has a deep affinity for and understanding of entrepreneurs and business owners.

Bob is a CPA with a BS/BA degree in Accounting (cum laude) from UNC Asheville and an MBA in Finance from Appalachian State University. Bob also co-founded the XPX Atlanta Chapter.



AGENDA:

11:00 AM – 11:30 AM EDT Check-in registration/mingling (in-person & virtual)
11:30 AM – 1:00 PM EDT Event Program

Registration Fees for In-person & Virtual Option:

Atlanta Members – $30.00
XPX Members from other Chapters – $35.00
Non-Members – $45.00
Includes lunch and beverages for in-person only.
Guests may self-park or valet, either way it is included in the fee.
Virtual Registrants: Connection details sent upon registration.


Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes/transfers.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
Chad Ettmueller of JCR Settlements, LLC is a member of XPX Atlanta
Chad Ettmueller
JCR Settlements, LLC
MS
Mark Stevens
Steadfast Wealth Systems
Joshua Loud of LOUD Wealth Mangement of Raymond James is a member of XPX Atlanta
Joshua Loud
LOUD Wealth Mangement of Raymond James
Rob Swartwood of consilium is a member of XPX Atlanta
Rob Swartwood
consilium
Bob Tankesley of Neri Capital Partners is a member of XPX Atlanta
Bob Tankesley
Neri Capital Partners
Angela Rehkop of Financial Care Providers is a member of XPX Atlanta
Angela Rehkop
Financial Care Providers
Jeff Armacost of Whole Brain Brands is a member of XPX Atlanta
Jeff Armacost
Whole Brain Brands
Esther "Essie" Escobedo of Office Angels is a member of XPX Austin
Esther "essie" Escobedo
Office Angels
Marika Ponton of Office Angels is a member of XPX Atlanta
Marika Ponton
Office Angels
Michael Horwitz of Transworld Business Advisors is a member of XPX Atlanta
Michael Horwitz
Transworld Business Advisors
Bruce McFadden of Carr, Riggs & Ingram is a member of XPX Atlanta
Bruce McFadden
Carr, Riggs & Ingram
Kenny Baer of Baer Wealth is a member of XPX Atlanta
Kenny Baer
Baer Wealth
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
Maria Forbes
FIREPOWER Business Catalyst, LLC.
James Marosek of WMBO CPA Group is a member of XPX Atlanta
James Marosek
WMBO CPA Group
Kevin Sledge of Synovus is a member of XPX Atlanta
Kevin Sledge
Synovus
David Pierce of Founders Legal is a member of XPX Atlanta
David Pierce
Founders Legal
Sara Burden of Walden Businesses, Inc. is a member of XPX Atlanta
Sara Burden
Walden Businesses, Inc.
DG
David Gutt
BNY Mellon
Tom Fulton of Neri Capital Partners is a member of XPX Atlanta
Tom Fulton
Neri Capital Partners
Britt Faunce of City National Bank is a member of XPX Atlanta
Britt Faunce
City National Bank
Phillip Williams of P&P Business Solutions is a member of XPX Atlanta
Phillip Williams
P&P Business Solutions
Rob Margeton of Ryco Advisors, LLC is a member of XPX Atlanta
Rob Margeton
Ryco Advisors, LLC
JW
Jennifer Wright
Execuwright
Hilda Mwangi of HAZ Advisors LLC. is a member of XPX Atlanta
Hilda Mwangi
HAZ Advisors LLC.
Ryan Pendleton of South State Bank is a member of XPX Atlanta
Ryan Pendleton
South State Bank
Brent Stromwall of Odigos, LLC is a member of XPX Atlanta
Brent Stromwall
Odigos, LLC
JM
Jen Miller
Coastal States Bank
Ashley Edwards Altman of ivision is a member of XPX Atlanta
Ashley Edwards
Insperity
TH
Thomas Hamm
SMASH Wellness
Scott Ward of Corporate Real Estate Advisors, ITRA Global is a member of XPX Atlanta
Scott Ward
Corporate Real Estate Advisors, ITRA Global
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
CM
Cathryn Marshall
Virtual Wealth Inc.
Todd Callen of AcSellerate Sales Advisors, LLC is a member of XPX Atlanta
Todd Callen
AcSellerate Sales Advisors, LLC
Chris Cowart of Truist Wealth is a member of XPX Atlanta
Chris Cowart
Truist Wealth
LW
Lewis Walker
Capital Insight Group
Joe Mraz of Raymond James is a member of XPX Atlanta
Joe Mraz
Raymond James
RR
Robert Rosner
Robert M. Rosner & Associates, Inc.
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
Ronald Jones of Ameriprise Financial LLC is a member of XPX Atlanta
Ronald Jones
Ameriprise Financial LLC
Barry Selvidge of Neri Capital Partners is a member of XPX Atlanta
Barry Selvidge
Newport LLC