XPX Atlanta - Deal Mechanics

How brutal and complex a business sale can be, and how to get ready for it.

Key Topics We’ll Cover:

• How long a sale takes and common items that slow it down.
• Qualifying the business, and the owner, and getting to an agreed valuation.
• How Contracts/Permits/Licensing can derail your 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!

Speakers:  

Bob Tankesley
Principal
Neri Capital Partners

Bob is a 4th generation entrepreneur, an MBA, and a CPA with a keen insight into, and understanding of, the business owner mindset. As an M&A advisor, he uses his 27 years of experience to sell companies grossing up to $30,000,000 in revenue throughout the southeast U.S., as well as the commercial real estate associated with such holdings. When a company is not ready to sell, Bob regularly partners with advisors of all types to optimize it throughout the ownership lifecycle. He is Vice President, board member, and Co-Founder of the Exit Planning Exchange Atlanta, and is a frequent speaker to owners and their advisors in different professional settings.

David Shavzin
M&A Advisor, President
The Value Track

David sells companies. He brings together a unique combination of skills in mergers and acquisitions, value creation, exit strategy, and succession planning. He brings the right team and suite of tools to the table, drawing on 25 years of experience helping business owners, partners, and family members achieve this (usually) once-in-a-lifetime milestone. After finance, operations, and M&A roles in a $20bn company, David created his practice in 2000 to help business owners benefit from their hard work by getting on The Value Track. David is a co-founder of XPX Atlanta and a proud sponsor of the organization.

Kevin Sledge
Vice President, Commercial Banker
Synovus

Rob Swartwood
Managing Member
Consilium LS

Rob is a corporate attorney and outside general counsel to small and middle market businesses throughout the Southeastern United States. He leverages over a decade of experience with large law firms and assists small and middle market companies and business owners in solving problems and accomplishing their goals. Rob founded consilium and is the ‘Chief Evangelist’ behind the vision, mission, and values that he holds dear. His methodical problem-solving approach, commitment to excellence, and passion for serving others have distinguished him as one of the top corporate attorneys in Atlanta, and throughout the state of Georgia.  Rob is blessed to share his family of five with his wife, Mandy.

AGENDA:

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

Registration Fees:  

Atlanta Members – $30.00
XPX Members from other Chapters – $35.00
Non-Members – $45.00

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/not transferable.  

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

• https://www.exitplanningexchange.com/atlanta/events/