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13
Jun

XPX Atlanta - Quality of Revenue: How to understand and optimize the most important thing a buyer looks at (In-Person Only)

Event Information


As an XPX advisor you probably know all about Q of E, or Quality of Earnings: the audit of how accurate and reliable are the earnings upon which the seller is basing the value of his or her company.

There’s a key component of value from a business buyer perspective that’s equally, perhaps more, important than Q of E. We’ll call it Q of R: Quality of Revenue. It’s one of the first and most important things a buyer evaluates – framed by 2 key questions:

  • How does this business generate revenue? 
  • How would that revenue continue under this new ownership?

Quality of Revenue is a key value component a buyer seeks to understand about a company, therefore XPX advisors and their owner clients need to understand it, too. 

In our June XPX Program – Part 5 of our 2023 Program theme about the importance of looking at your client’s business from the buyer perspective – we’ll share and discuss the How To’s of Quality of Revenue:

  • How to understand Quality of Revenue
  • How to open up the right conversations about it
  • How to optimize it for sale, if there are issues
  • Why it’s critical to address well in advance of sale!

Why Join Us?

  • Get insights into what is really happening on the ground and what the experts are preparing for in advising clients
  • Meet and truly engage with a broad range of professionals.
  • Identify resources and pathways to help your clients.
  • Enjoy a half hour of open networking (11:00 AM – 11:30 AM)
  • Gain an appreciation of the power of the XPX Advisor Principles!


Moderator:


James Marosek
Partner
WMBO CPA Group

James Marosek is a Certified Public Accountant and Partner at WMBO CPA Group in Duluth, GA. He has thirty years of experience serving small to medium sized businesses and high net worth individual clients. A good working relationship with your CPA is key for effective tax planning and being in a position to make wise tax-efficient decisions. James has gained valuable experience through Atlanta XPX where James is the Treasurer and a board member, in assisting his clients in selling their business by ensuring their financial information is in good order and their business is tax compliant.


Our Panel:


Todd Callen
President
AcSellerate Sales Advisors

Todd Callen’s passion is helping small and mid-sized businesses rapidly grow their sales! Todd works with business owners as a Sales Advisor and Fractional VP of Sales. Todd has over 25 years of Sales and Revenue leadership experience, working with companies to aggressively grow the sales and revenue engine to achieve hypergrowth. Todd views sales as a blend of the quantitative (the sales numbers, the forecast, the pipeline, the close rates) and the qualitative (how “effective” is the positioning, value proposition, ability to convey and persuade). Todd lives in Roswell, GA with wife Kelly, and 2 children Dillon and Presley.



Stephen C. Nevin
Partner Certified B2B Exit® Advisor MBA
B2B CFO®

Steve has served as Chief Financial Officer, Chief Operating Officer and President of privately held and publicly traded companies during his 30+ year professional career. His experience is unique in that he has successfully partnered with CEO’s of companies as small as $2 million in annual revenue, up to as large as $600 million. His leadership role has directly translated to financial and strategic value for his companies. Steve holds an MBA from the University of Wisconsin, and a Bachelor of Arts Degree from Denison University. Steve is also an FAA licensed pilot, holding Commercial, Multi-engine, Instrument and Flight Instructor ratings. Besides aviation, he enjoys golf, skiing, road biking and reading.


Eric Holtzclaw
Founding Partner, Chief Strategist
Liger

Eric V. Holtzclaw is a visionary, “idea guy,” and serial entrepreneur. With expertise in tech and marketing, Eric’s more than 30 years of experience has made him sought-after by Fortune 500, Global 2000, and mid-sized companies. Today, Eric is Founding Partner and Chief Strategist at Liger, one of Inc. 5000’s fastest growing companies of 2022, where he’s able to combine his three loves: business, technology, and people.


AGENDA:

11:00 AM – 11:30 AM EDT Check-in registration/mingling
11:30 AM – 1:00 PM EDT Event Program

Registration Fees:  All events are now In-Person only

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.

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.

Other upcoming events, click on the links below for information and to sign up.


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