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  • Exit Planning Exchange
Exit Planning Exchange
Nov
14

XPX Atlanta - The Sellers Speak

Details

Date & Time

Tue, Nov 14th, 2023 ⋅ 11:00am - 1:00pm (EDT)

Location

The Buckhead Club - 3344 Peachtree Road NE, Suite 2600, Atlanta, GA 30326

Tickets

Atlanta Members
$30.00
Atlanta Sponsor
$0.00
Drawing winner
$0.00
Non-Member
$45.00
Other Chapter XPX Member
$35.00
Sponsor Guest
$0.00
Guests

Registrants

71 people attended
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
Eric Togneri of Neri Capital Partners is a member of XPX Atlanta
David Shavzin of The Value Track is a member of XPX Atlanta
SH
John Noyd of B2B CFO is a member of XPX Atlanta
+66
Object Lessons and Cautionary Tales from real owners about the sale of their business.

Let’s hear it for the business owners who made it through the gauntlet of selling their business! And this November, let’s hear it from them, too.

Get ready for the long-awaited XPX Atlanta Business Owners Program where we will bring in real owners to tell the story of selling their business and engage in discussion with XPX advisors about the lessons to be learned.

Key Topics We’ll Cover:

  • What worked - “I’m so glad I did…”
  • What didn’t work - “I wish I would have done…”

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:


Barry Selvidge

Managing Director of Transaction Services
Neri Capital Partners

A veteran legal advisor and business executive, Barry directs Neri’s processes to mitigate risk and boost the number and value of successful transactions for its clients. Barry’s extensive M&A background, both as an attorney and a serial entrepreneur who founded, operated, and sold his own companies, provides him with a valuable “walked in your client’s shoes” perspective for managing business sales and serving Neri’s clients at the highest level. Respected as a creative dealmaker and savvy negotiator, Barry supports Neri's principals in guiding transactions to successful conclusions at maximum valuations. Barry is also a former Board Member and prior chair of the Events Committee of XPX Atlanta.

Panel:


Michael Tyre

Former Managing Partner and Founder
GRM (Guest Relations Marketing LLC)

Mike guided GRM’s success as a boutique branding and social media marketing agency for 17 years prior to its recent acquisition and his successful exit. GRM has worked with a diverse set of clients including Southern Company, Ritz-Carlton and Coca-Cola, ensuring their brands and marketing programs succeeded in today’s digitally driven marketplace. Mike has personally led work that received Addys, CLIOs and international film and TV awards. He is a member of the Small Business CEO Group with the Atlanta Chamber of Commerce and is currently the CMO at Bloom (a foster care nonprofit). Going forward, Mike is engaging in select fractional CMO assignments.


John Younker, DVM

Founder & Medical Director
Common Companion Vet Co.

Founded in 2018 by Dr. Younker, Common Companion Vet Co. expanded to two locations and 10 doctors because of consistent focus on making the clinic a great place to work. In 2022, Common Companion was acquired by a private equity firm with John continuing to work in the business. He has received the "Wellness in Practice Award" by UGA's College of Veterinary Medicine, and he was named to the "UGA 40 Under 40" list by University of Georgia Alumni Association for outstanding leadership and service contributions to his community and professional field. Dr. Younker is also a conference speaker and consultant, addressing and solving business challenges faced by veterinary clinics nationwide.


Tim Uzar

Founder and Former Owner
Ecomech Geothermal, Mechanical and Heating & Air

After serving as a project manager for several large mechanical contracting companies, Tim Uzar found himself without a job during the 2009 recession. That challenge served as the catalyst for Tim to found Ecomech LLC Geothermal & Mechanical Contractors. He leveraged his three state licenses in HVAC and home building and ran the business out of his garage, financed with his credit card. Always choosing customer satisfaction over profits, Ecomech’s reputation grew as being the most trustworthy contractor with the best performing “complex” HVAC systems. Faced with growing demand, Tim was burnt out and turned to an investment bank to successfully sell his business where he’s been retained to serve in a reduced capacity.


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/

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
Maria Forbes
FIREPOWER Business Catalyst, LLC.
Eric Togneri of Neri Capital Partners is a member of XPX Atlanta
Eric Togneri
Neri Capital Partners
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
SH
Samantha Holowka
Northwestern Mutual
John Noyd of B2B CFO is a member of XPX Atlanta
John Noyd
B2B CFO
JD
Josh Dukelow
Community Foundation for Greater Atlanta
Joe Mraz of Raymond James is a member of XPX Atlanta
Joe Mraz
Raymond James
Steven Lustig of Lustig Global Consulting is a member of XPX Atlanta
Steven Lustig
Lustig Global Consulting
Michael Rosenthal of Taylor English Duma is a member of XPX Atlanta
Michael Rosenthal
Taylor English Duma
Ronald Jones of Ameriprise Financial LLC is a member of XPX Atlanta
Ronald Jones
Ameriprise Financial LLC
Mark Parker of BIP Wealth is a member of XPX Atlanta
Mark Parker
BIP Wealth
Nikki Evans of Ridgeline Coaching is a member of XPX Atlanta
Nikki Evans
Ridgeline Coaching
JM
Jen Miller
Coastal States Bank
CC
Cory Cox
Business Propulsion Partners
TH
Tracy Herter
Sofer Advisors
Rob Swartwood of consilium is a member of XPX Atlanta
Rob Swartwood
consilium
David Wright of Consilium is a member of XPX Atlanta
David Wright
consilium
Michael Slocum of Bayfield Partners is a member of XPX Nashville
Michael Slocum
Bayfield Partners
Mark Beal of Instead of Flowers is a member of XPX Atlanta
Mark Beal
Instead of Flowers
Jane Gentry of JaneGentry & Company is a member of XPX Atlanta
Jane Gentry
JaneGentry & Company
Derek Crevello of MSouth Capital is a member of XPX Atlanta
Derek Crevello
MSouth Capital
JG
Jeane Gutierrez
Action Plan Sales LLC
GC
Gregory Cinnamon
Kilpatrick Townsend
Bob Tankesley of Neri Capital Partners is a member of XPX Atlanta
Bob Tankesley
Neri Capital Partners
Robert Douglass of Corbet Capital Advisors is a member of XPX Atlanta
Robert Cfa Douglass
Corbet Capital Advisors
Gabrielle Mills of Sourced. is a member of XPX Atlanta
Gabrielle Mills
Sourced.
Alan Kemper of LEAD Advisors is a member of XPX Atlanta
Alan Kemper
LEAD Advisors
Tom Fulton of Neri Capital Partners is a member of XPX Atlanta
Tom Fulton
Neri Capital Partners
Matt Losanno of Cinder Wealth Advisors is a member of XPX Atlanta
Matt Losanno
North GA Business Coach
Barry Selvidge of Neri Capital Partners is a member of XPX Atlanta
Barry Selvidge
Neri Capital Partners
MT
Michael Tyre
DY
Dr. John Younker
TU
Tim Uzar
LW
Lewis Walker
Life Transitions Advisors, LLC
Ashley Edwards Altman of ivision is a member of XPX Atlanta
Ashley Edwards
Insperity
Michael Spain of Spain & Company LLC is a member of XPX
Michael Spain
Spain & Company LLC
Will Lee of Applied Economics is a member of XPX Atlanta
Will Lee
Applied Economics
Lyle Newkirk of SeatonHill Partners is a member of XPX Atlanta
Lyle Newkirk
SeatonHill Partners
Kevin Sledge of Synovus is a member of XPX Atlanta
Kevin Sledge
Synovus
DP
Dan Perez
Illuminare Management
ML
Mary Thompson Lancaster
Gallagher
John Charleston of Murphy Business Sales is a member of XPX Atlanta
John Charleston
Murphy Business Sales
LS
Linda Selvidge
Kadan Homecare
AT
Adam Tolliver
Artisan Financial Strategies LLC
Gerardo Kerik of Imagino Group LLC is a member of XPX
Gerardo Kerik
WSI
Angela Rehkop of Financial Care Providers is a member of XPX Atlanta
Angela Rehkop
Financial Care Providers
CW
Christian Williams
Carr, Riggs & Ingram, LLC
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
KW
Kyle Wishing
PCE Investment Bankers
Britt Faunce of City National Bank is a member of XPX Atlanta
Britt Faunce
HomeTrust Bank
MB
Michael Brocker
BIP Wealth
AA
Ashley Arrington
BIP WEALTH
HO
Hannah O'Donoghue
BKS Partners
MM
Michael McCool
CPC Advisors
Scott Ward of Corporate Real Estate Advisors, ITRA Global is a member of XPX Atlanta
Scott Ward
Corporate Real Estate Advisors, ITRA Global
Wally Ziprik of Neri Capital Partners is a member of XPX Atlanta
Wally Ziprik
Neri Capital Partners
GB
George Bergmark
GT Solutions International LLC
HS
Hakan Sanli
Bennett Thrasher
MT
Michael Togneri
Neri Capital Partners
CP
Chitra Patel
WealthWorth
JW
Jennifer Wright
Execuwright
ZB
Zacchaeus Bennett
Northwestern Mutual
RR
Robert Rosner
Robert M. Rosner & Associates, Inc.
JP
John Phillips
Walden Businesses, Inc.
LV
Leah Veloce
Outsourced Accounting Solutions
Karen Powell of ASC is a member of XPX Atlanta
Karen Powell
ASC
Michael Horwitz of Transworld Business Advisors is a member of XPX Atlanta
Michael Horwitz
Transworld Business Advisors
Jeff Armacost of Whole Brain Brands is a member of XPX Atlanta
Jeff Armacost
Whole Brain Brands
BM
Bill Miller
NorthView Advisors