Critical topics for business owners and their professional advisors

We share what happens in the business sale process, value from the perspective of a buyer and how to maximize value so you can exit on your own terms.

Let’s get you sold!

David Shavzin Helps Owners Sell Their Companies.

David helps owners sell their companies, optimizing price and sale terms, allowing them to monetize their life's work. He is a frequent speaker to business owners and professional advisors on the realities of the sale process, business value and the preparation needed to create a smooth, timely, and successful transaction of a lifetime. David is President and Co-Founder of XPX Atlanta (Exit Planning Exchange), past president of the Institute of Management Consultants, Georgia Chapter and was a CMC (Certified Management Consultant) for 20 years.

Interactive, engaging and real-life client stories!

Critical Topics for Owners and Their Advisors

Business owners start out to create their future but soon get so caught up in the day-to-day that they lose their focus on value creation. They are too often unprepared when the time comes to sell. Owners need to understand what drives business value – what a buyer will pay – then get laser-focused on making decisions that will help them reach the sale price they want or need.

In the next 5 – 10 years, nearly 4 million businesses will be up for sale. How will they separate themselves from the noise? How will they maximize the value of THEIR business, their life’s work?

Why Attend?

Business Owners

As an owner (and future seller), you will walk away understanding how to build value and the transaction process. You learn the critical steps for a successful transaction – and why you need to start planning now, regardless of how far you are from your exit.

Professional Advisors

You will gain insights into an advisory approach that focuses on maximizing client transaction value and improves the services you provide. A collaborative advisory team brings better advice and outcomes for our clients.

Choose a Topic

  • “Critical Path: From Value Creation to the Closing Table”
  • “Business Valuation – Realities and Myths”
  • “Building Your Exit Strategy Advisory Team”
  • “The Transaction Process”
  • For professional advisors - "How to Have the Conversation with Your Clients"

We have been honored to speak at a diverse group of organizations that include:

Scroll to Top