Program produced by XPX Atlanta.
Getting the Launch Codes
Join us for the next chapter of our business owner’s journey towards a successful exit. The advisory team is being assembled, but where’s the “road map” for the trek ahead? Hear from experts on how an appropriately crafted baseline business review can provide the “launch codes” for an effective action plan that boosts value in the eyes of a potential buyer — and provides a cornerstone for the entire exit planning process.
Missed any episodes of our 2021 Case Study? Catch up here: https://exitplanningexchange.com/atlanta/news
Meet Our Speakers:
David Magee, ASA, CFA
DM Buck Advisory
David Magee is the founder of DM Buck Advisory, LLC which helps business owners in transition. He partners with NAVIX Consultants in his Exit Planning Practice and also provides business appraisal and general finance consulting services.
Previously, David spent 30 years at SunTrust Robinson Humphrey in Atlanta. As a Managing Director/Senior Equity Analyst, David conducted extensive market due diligence to generate detailed financial models and research reports on numerous companies. David earned his Bachelor of Arts degree at Wake Forest University (Economics), an MBA degree at Georgia State University, as well as the Chartered Financial Analyst (CFA) and Accredited Senior Appraiser (ASA) certifications.
David Hern, CPA/ABV, ASA, CEPA
Founder & CEO
Sofer Advisors, LLC
David is the founder and chief executive officer of Sofer Advisors, LLC focusing on business advisory services related to litigation assistance, estate and tax planning, and business enterprise valuations for privately-held and public companies. He is a qualified financial analyst with a proven ability to simply and clearly communicate analysis to boards of directors, presidents and CEOs, CFOs, controllers and private equity portfolio managers. David has been recognized for enabling organizations to determine their enterprise and equity value for strategic planning, a sale or IPO, mergers and acquisitions, financial reporting and tax compliance. David’s industry experience includes professional services, business service, healthcare, information technology, financial services, and manufacturing & distribution.