The Exit Exchange

Eric Togneri, Neri Capital Partners, and Rob Margeton, Ryco Advisors (The Exit Exchange, Episode 14) Eric Togneri, Managing Partner with Neri Capital Partners, and Rob Margeton, Co-Founder of Ryco Advisors, joined the show to discuss critical elements and considerations in selling a business. They discussed the increasing attempts of equity groups to consolidate industries, the [...]

John Ray, Business RadioX® and Ray Business Advisors (The Exit Exchange, Episode 13) The tables were turned on this edition of The Exit Exchange, as regular co-host John Ray was also the guest, interviewed by co-hosts David Shavzin and Mike Rosenthal. John is the owner of the North Fulton studio of Business RadioX®, which produces [...]

Erica Dumpel, CDA Inc., and Ashley Edwards Altman, Insperity (The Exit Exchange, Episode 12) Erica Dumpel, CDA Inc., and Ashley Edwards Altman, Insperity, joined the show to provide information and feedback about their experience as members of the Atlanta chapter of the Exit Planning Exchange. Erica mentioned the value she’s received personally as a family [...]

Bruce McFadden, Carr, Riggs & Ingram (The Exit Exchange, Episode 11) As a CPA and Partner at Carr, Riggs & Ingram, Bruce McFadden has seen many missteps in how businesses handle an exit. He shares common mistakes, including not bringing the CPA into the process early enough. Bruce discussed ways to get the CPA on [...]

Tony Hill and Tim Templeton, Trivest (The Exit Exchange, Episode 10) Tony Hill and Tim Templeton joined the show to discuss how Covid affected the private equity market, which trends may endure out of the pandemic, what Trivest looks for from owners, what they offer owners, the “Trivest Promise” which eliminates pain points for founders, [...]

Andrei Tsygankov, Founders Legal (The Exit Exchange, Episode 9) Andrei Tsygankov helps fast-growing companies to avoid becoming “flying gas cans.” Andrei joined this edition of The Exit Exchange to discuss questions firms should be asking their attorneys at various points in their growth cycle, trends in the legal industry that affect business owners, why he [...]

Dave Daniels, Dave Daniels Consulting (The Exit Exchange, Episode 8) Dave Daniels of Dave Daniels Consulting says a strong diversity, equity, and inclusion (DEI) approach is far more than staffing and retention; it needs to be integrated into all aspects of a business. Dave joined “The Exit Exchange” to discuss why an effective DEI initiative [...]

Tiffany C. Wright, The Resourceful CEO, LLC (The Exit Exchange, Episode 7) Tiffany Wright of The Resourceful CEO joined The Exit Exchange to discuss many factors business owners need to consider in preparing to sell. These issues are both varied and complex, including cash flow issues, the psyche of the owner as they prepare to [...]

Michael Bull, Bull Realty (The Exit Exchange, Episode 6) Michael Bull of Bull Realty and host of America’s Commercial Real Estate Show surveys the current health of the commercial real estate market, the advantages of being open to all options regarding selling or leasing a property, how the details in a lease agreement can impair [...]

Harry Merker, Aon (The Exit Exchange, Episode 5) Harry Merker joined the show to discuss business insurance, how coverages and premiums have been impacted by current business conditions, why you may want more coverage than your lender requires, actions business owners can take proactively to keep premiums down, and much more. This edition of “The [...]

Bill Dukes, Carr, Riggs and Ingram, LLC (The Exit Exchange, Episode 4) Tax planning in a chaotic 2021 is challenging, and tax law changes may be on the horizon. Bill Dukes of Carr, Riggs & Ingram joined the show to detail changes and considerations for business owners. This edition of “The Exit Exchange” is [...]

Dr. Larry Gard, Hamilton-Chase Consulting (The Exit Exchange, Episode 3) Selling or transitioning out of a business isn’t all about dollars and cents. Acknowledged or not, psychological and emotional issues come into play, and those considerations must be navigated by business owners and their advisors. On this edition of “The Exit Exchange,” Dr. Larry Gard [...]

Thomas Smith, Emory University & TMS Consulting (The Exit Exchange, Episode 2) Nationally recognized expert on economic trends Thomas Smith, professor at Emory University and founder of TMS Consulting, joined this edition of “The Exit Exchange” to discuss macroeconomic trends he’s watching which will influence conditions in 2021, specific issues affecting the metro Atlanta region, [...]

Mary Adams, Exit Planning Exchange (The Exit Exchange, Episode 1) On the debut episode of “The Exit Exchange,” Mary Adams, Executive Director of the Exit Planning Exchange, joins the show to discuss the vision and mission of the organization and its local chapters, why collaboration among advisors is vital, and the unique issues which arise [...]

Exit Planning Exchange, Atlanta Chapter, with David Shavzin and Bob Tankesley (North Fulton Business Radio, Episode 282) The Exit Planning Exchange, Atlanta Chapter, is a diverse group of professionals with a common goal: working collaboratively to assist business owners with a sale or business transition. Co-Founders David Shavzin and Bob Tankesley joined host John Ray [...]