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  • Exit Planning Exchange
Exit Planning Exchange
Apr
11

XPX Atlanta: How To Build Out Brand, Marketing and IP for the Buyer: It’s Extra Brutal Selling a Company in 2023, Part 4

Details

Date & Time

Tue, Apr 11th, 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

45 people attended
Vince Bakshani of EOS Worldwide is a member of XPX Atlanta
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
Joe Mraz of Raymond James is a member of XPX Atlanta
Hilda Mwangi of HAZ Advisors LLC. is a member of XPX Atlanta
David Shavzin of The Value Track is a member of XPX Atlanta
+40

In 2023, we are talking about what a buyer looks for when deciding IF they will make an offer and for HOW MUCH. This is what owners must understand - what makes their business more valuable to a buyer.

Key Topics We’ll Discuss

  • What is, and what is not, Secret Sauce
  • The 4 key elements of Intellectual Property
  • How to leverage marketing to get your margins up
  • Why your brand story is foundational to your business

Key Takeaways from the Program

  • 5 Questions you need to ask of your clients on this month’s topic.

Moderator:

Tim Templeton
Director, Business Development
Trivest Partners - Private Equity


Our Panel:


Katie Wagner
President
KWSM: a digital marketing agency 

Katie spent 15 years as a television and radio journalist, working for news outlets all over the world, including ABC, CBS, CNN & NPR. A professional storyteller, Katie knows how to engage an audience and build credibility, and believes those skills are just as valuable for business owners as they are for journalists.

Today, Katie owns a full-service digital marketing agency that specializes in lead generation, content creation, social media management, digital advertising, and website design. Clients include Mitsubishi, Anthem Blue Cross, F45 Fitness Studios, and small / mid-sized companies across the country. Office locations: California, Georgia, and Nevada.


F. Richard Rimer, Jr
Brand Protection Attorney
Initiating Protection Law Group LLC

Richard helps businesses protect their brands.  He is a broad-based Intellectual Property attorney with a practice that includes consultation, implementation and strategic planning for domestic and international trademark and domain name protection, including registration and enforcement.  Richard regularly assists clients with trademark clearance, investigation and enforcement of rights, gaining rights before the US Patent and Trademark Office, defending rights before the Trademark Trials and Appeal Board and general problem solving for advertising, copyright, branding and trademark issues.  Additionally, he has advised clients in the preparation and implementation of trademark manuals, licenses, purchase and sale of intellectual properties, internal processes for the capture and creation of IP rights and intracompany agreements.



Jeff Armacost
Brand Developer
Whole Brain Brands

Jeff is a former advertising creative who followed his passion for helping mission-driven entrepreneurs make their mark in the marketplace. He believes every business driven by a meaningful purpose has the stuff to become a charismatic brand leader in a category by itself. That's exactly what he's been doing the last 25 years for hundreds of businesses and organizations of all kinds. He works strategically with business leaders, distilling their powerfully simple brand story and crafting the charismatic image that makes their marketing more effective, visions more attainable, businesses more successful, and life generally more interesting.

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.
Vince Bakshani of EOS Worldwide is a member of XPX Atlanta
Vince Bakshani
EOS Worldwide
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
Maria Forbes
FIREPOWER Business Catalyst, LLC.
Joe Mraz of Raymond James is a member of XPX Atlanta
Joe Mraz
Raymond James
Hilda Mwangi of HAZ Advisors LLC. is a member of XPX Atlanta
Hilda Mwangi
HAZ Advisors LLC.
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
Bob Tankesley of Neri Capital Partners is a member of XPX Atlanta
Bob Tankesley
Neri Capital Partners
David Pierce of Founders Legal is a member of XPX Atlanta
David Pierce
Founders Legal
LP
Laura Pease
Bank of America
Michael Rosenthal of Taylor English Duma is a member of XPX Atlanta
Michael Rosenthal
Taylor English Duma
CM
Charlotte Merritt
Insperity
LW
Lewis Walker
Life Transitions Advisors, LLC
Esther "Essie" Escobedo of Office Angels is a member of XPX Austin
Esther "essie" Escobedo
Office Angels
Matt Losanno of Cinder Wealth Advisors is a member of XPX Atlanta
Matt Losanno
North GA Business Coach
Tom Fulton of Neri Capital Partners is a member of XPX Atlanta
Tom Fulton
Neri Capital Partners
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
Ryan Pendleton of South State Bank is a member of XPX Atlanta
Ryan Pendleton
South State Bank
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
KW
Katie Wagner
KWSM: a digital marketing agency
F. Rimer of Initiating Protection Law Group LLC is a member of XPX Atlanta
F. Rimer
Initiating Protection Law Group LLC
LV
Leah Veloce
S&V Financial Consulting Group
Kevin Sledge of Synovus is a member of XPX Atlanta
Kevin Sledge
Synovus
Marika Ponton of Office Angels is a member of XPX Atlanta
Marika Ponton
Office Angels
Scott Ward of Corporate Real Estate Advisors, ITRA Global is a member of XPX Atlanta
Scott Ward
Simple Industries, LLC
JM
Jen Miller
CSB
Michelle Jackson of Capital Group is a member of XPX Atlanta
Michelle Jackson
Capital Group
Rob Swartwood of consilium is a member of XPX Atlanta
Rob Swartwood
consilium
Howard Silvermintz of Tier 1 Capital of Georgia, LLC is a member of XPX Atlanta
Howard Silvermintz
Tier 1 Capital of Georgia, LLC
Daniel Miller of Bernstein Private Wealth Management is a member of XPX Atlanta
Daniel Miller
Bernstein
Jeffrey Leonard of Cohen Pollock Merlin Turner P.C. is a member of XPX Atlanta
Jeffrey Leonard
Cohen Pollock Merlin Turner P.C.
Eric Togneri of ExitOnTop is a member of XPX
Eric Togneri
Neri Capital Partners
Michael Horwitz of Transworld Business Advisors is a member of XPX Atlanta
Michael Horwitz
Transworld Business Advisors
Sara Burden of Walden Businesses, Inc. is a member of XPX Atlanta
Sara Burden
Walden Businesses, Inc.
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
GB
George Bergmark
GT Solutions International LLC
Kenny Baer of Baer Wealth is a member of XPX Atlanta
Kenny Baer
Baer Wealth
Jeff Armacost of Brand Capital is a member of XPX Atlanta
Jeff Armacost
Whole Brain Brands
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
Mark Parker of BIP Wealth is a member of XPX Atlanta
Mark Parker
BIP Wealth
AR
Aron Riddle
BIP Wealth
Karen Powell of ASC is a member of XPX Atlanta
Karen Powell
ASC
AW
Ari Wajnberg
Montevino Advisory Services, LLC
JL
Jeff Lovejoy
ActionCOACH