XPX Atlanta - The Structure of the Deal

Unconventional alternatives to an outright sale

There are so many more ways than most owners realize to structure the sale of their business and help achieve their most important goals.

Attention Trusted Advisors - this is going to be good. XPX Atlanta is bringing in advisors to discuss last month’s ’ — where we heard from 3 owners about their 3 very non-traditional exits — so that you can gain a deeper understanding of these and other types of unconventional deals. 

Here are a few of the key deal structure options we’ll cover, along with variations on these approaches. As always, we will include time for Q&A and our signature roundtable discussions.

• ESOPs
• Private Equity
• Investment Banking/Corporate Buyout

Join us in pursuit of the perfect exit for your clients!

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:

David Shavzin
Exit Strategist, M&A Advisor
The Value Track

David is an exit strategist and M&A advisor, for 20 years guiding business owners through a smooth transition from their business. He helps them clarify their goals and educates them on selling and value. With that foundation, David manages a sale process with a tailored structure - or works with them before selling to create value, optimizing the sale price, and making the company a more sellable asset, a better fit with their personal planning.

After 12 years with Aventis in finance, M&A and operational roles, he brings these services and experience to lower mid-market companies. David is Co-Founder/Past President of XPX Atlanta.

Our Panel:

Tim Templeton
Advisor, Business Development
Trivest Partners

Tim Templeton is a Business Development Advisor with Trivest Private Equity. As the oldest P.E. firm in the Southeast, Trivest is tracking to close 70 acquisitions in 2024. Tim has been sourcing investments to Trivest for more than 20 years, working directly with business owners and advisors identifying strategic opportunities.

Prior to joining Trivest full time, Tim served as an advisor to the Florida Governor and Cabinet, managed several statewide political campaigns in Florida, and led the business development efforts for a large construction company in the Southeast. While Tim lives in Tallahassee, he is an active member of XPX.

David Burdette
Managing Director
Applied Economics, LLC

David Burdette provides valuation and strategic advisory services to business owners, trustees, attorneys, and members of boards of directors. He specializes in Employee Stock Ownership Plans (“ESOPs”), gift and estate planning, and strategic planning. He is highly active in the ESOP industry and is a member of the ESOP Association’s Fiduciary Committee. David is active in the local chapter of the ESOP Association’s New South ESOP Chapter.

He has provided valuations and advisory services to closely-held companies, public corporations, complex capital structures, general and limited partnership interests, joint ventures, proprietorships, professional service corporations, professional practices, LLPs and LLCs, and B-corporations.

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 - $35.00
Atlanta Members Same Day Registration Fee - $45.00
Atlanta Sponsor $0.00 
Sponsor Guest $0.00
Drawing winner $0.00

Non-Member $50.00  
Non-Member Same Day Registration Fee - $60.00
Other Chapter XPX Member - $40.00  
Other Chapter XPX Member Same Day Registration Fee - $50.00

TiE Member: $40.00 
TiE Member Same Day Registration Fee: $50.00
TiE Board Member: $0.00 (Limit two per month)

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.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.

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

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