In this episode of The Exit Exchange https://lnkd.in/eFFdv3_q hosted by John Ray, the discussion features Michael Rosenthal, a founding member of XPX Atlanta and a seasoned advisor in franchise and distribution law. Michael delves into the intricacies of franchising, covering both franchisor and franchisee perspectives and shares his insights into trends such as the increasing role of private equity in the franchise industry. The conversation also touches on the importance of due diligence, proper record-keeping, and considering the exit strategy right from the start when buying a franchise. Additionally, Michael discusses the value of XPX Atlanta for business owners and professionals involved in exit planning. The host of The Exit Exchange is John Ray, and the show is produced by John Ray and the North Fulton affiliate of Business RadioX® - North Fulton. John Ray and Business RadioX-North Fulton are Gold Sponsors of XPX Atlanta. #xpxatlanta #businessradiox #exitstrategyexchange #franchiselaw #distributionlaw #theexitexchange #duediligence
XPX Atlanta
Financial Services
Atlanta, Georgia 464 followers
Changing the Trajectory of Exit Planning Services in the Southeast.
About us
The Exit Planning Exchange Atlanta Chapter is a community of trusted advisors that collaborate to help their private company clients build business value, transfer ownership, and create a legacy of success in their lives and communities. Our members work with business owners in all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy. VISION XPX Atlanta is fundamentally changing the trajectory of exit planning services in the Southeast United States. MISSION XPX Atlanta delivers a collaborative-based networking exchange, broad representation of exit planning competencies, and a bridge spanning value-building, value transfer, and life-legacy for business owners. VALUES Work Collaboratively Put the Client First Think Long Term Consider the Human Angle Always be Learning
- Website
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https://exitplanningexchange.com/atlanta
External link for XPX Atlanta
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Atlanta, Georgia
- Founded
- 2018
Updates
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𝗧𝗵𝗲 𝗛𝗼𝗹𝗶𝗱𝗮𝘆 𝗦𝗼𝗰𝗶𝗮𝗹 𝗳𝗼𝗿 𝗮𝗹𝗹 𝗫𝗣𝗫 𝗔𝗧𝗟 𝗠𝗲𝗺𝗯𝗲𝗿𝘀 𝗶𝘀 𝗻𝗲𝘅𝘁 𝘄𝗲𝗲𝗸 - 𝗺𝗮𝗸𝗲 𝘀𝘂𝗿𝗲 𝘁𝗼 𝗴𝗲𝘁 𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿 𝟭𝟮𝘁𝗵 𝗼𝗻 𝘆𝗼𝘂𝗿 𝗰𝗮𝗹𝗲𝗻𝗱𝗮𝗿 - details and registration link below. Last year's special holiday event was a blast for all who attended, filled with warm, cozy, and collaborative cheer. Don't miss out this year! 🎉𝟮𝟬𝟮𝟰 𝗫𝗣𝗫 𝗔𝗧𝗟𝗔𝗡𝗧𝗔 𝗠𝗘𝗠𝗕𝗘𝗥𝗦 𝗢𝗡𝗟𝗬 𝗛𝗢𝗟𝗜𝗗𝗔𝗬 𝗦𝗢𝗖𝗜𝗔𝗟 𝗪𝗛𝗘𝗡: Thursday, December 12 (next week) 𝗧𝗜𝗠𝗘: 6 pm – 8 pm (EST) 𝗪𝗛𝗘𝗥𝗘: Maggiano’s Little Italy (Perimeter Mall)- Corleone Room 𝗔𝗗𝗗𝗥𝗘𝗦𝗦: 4400 Ashford-Dunwoody Rd, Dunwoody GA 𝗣𝗹𝗲𝗮𝘀𝗲 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗶𝗳 𝘆𝗼𝘂 𝗽𝗹𝗮𝗻 𝘁𝗼 𝗷𝗼𝗶𝗻 𝘂𝘀. The XPX Social team has been busy planning this FREE event, and an accurate headcount is needed to finalize the food and drink order! (Please remind any members you see to register as well.) 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗟𝗶𝗻𝗸 (𝗳𝗼𝗿 𝗵𝗲𝗮𝗱𝗰𝗼𝘂𝗻𝘁 𝗼𝗻𝗹𝘆): https://lnkd.in/eZBsyqTG 𝗡𝗼𝘁 𝗮𝗻 𝗫𝗣𝗫 𝗔𝗧𝗟 𝗺𝗲𝗺𝗯𝗲𝗿? If you're an advisor to business owners and want to be a part of the professional community that's changing the trajectory of exit planning in Atlanta, you can join online at this link: https://lnkd.in/gEmdF6Xw #xpxatlanta #xpxholidaysocial #exitplanningexchange #xpxatlantamembers
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𝗫𝗣𝗫 𝗔𝘁𝗹𝗮𝗻𝘁𝗮 𝗺𝗲𝗺𝗯𝗲𝗿𝘀 𝗮𝗿𝗲 𝗽𝗿𝗲𝗽𝗮𝗿𝗶𝗻𝗴 𝘁𝗼 𝗰𝗹𝗼𝘀𝗲 𝘁𝗵𝗲 𝗱𝗲𝗮𝗹 𝗼𝗻 𝗮 𝘃𝗲𝗿𝘆 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝟮𝟬𝟮𝟰. All members are invited to gather in the Corleone Room at Maggiano's to eat, drink, and merrily mingle with our fellow business advisor professionals. 𝗙𝗼𝗿 𝗮𝗹𝗹 𝗫𝗣𝗫 𝗔𝗧𝗟 𝗺𝗲𝗺𝗯𝗲𝗿𝘀 - 𝗺𝗮𝗸𝗲 𝘀𝘂𝗿𝗲 𝘁𝗼 𝗴𝗲𝘁 𝘁𝗵𝗶𝘀 𝘆𝗲𝗮𝗿’𝘀 𝗛𝗼𝗹𝗶𝗱𝗮𝘆 𝗦𝗼𝗰𝗶𝗮𝗹 𝗼𝗻 𝘆𝗼𝘂𝗿 𝗰𝗮𝗹𝗲𝗻𝗱𝗮𝗿 - 𝗱𝗲𝘁𝗮𝗶𝗹𝘀 𝗮𝗻𝗱 𝗿𝗲𝗴𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻 𝗹𝗶𝗻𝗸 𝗯𝗲𝗹𝗼𝘄. Last year's special holiday event was a blast for all who attended, filled with warm, cozy, and collaborative cheer. 🎉𝟮𝟬𝟮𝟰 𝗫𝗣𝗫 𝗔𝗧𝗟𝗔𝗡𝗧𝗔 𝗛𝗢𝗟𝗜𝗗𝗔𝗬 𝗦𝗢𝗖𝗜𝗔𝗟 𝗪𝗛𝗘𝗡: Thursday, December 12 𝗧𝗜𝗠𝗘: 6 pm – 8 pm (EST) 𝗪𝗛𝗘𝗥𝗘: Maggiano’s Little Italy (Perimeter Mall)- Corleone Room 𝗔𝗗𝗗𝗥𝗘𝗦𝗦: 4400 Ashford-Dunwoody Rd, Dunwoody GA 𝗣𝗹𝗲𝗮𝘀𝗲 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗶𝗳 𝘆𝗼𝘂 𝗽𝗹𝗮𝗻 𝘁𝗼 𝗷𝗼𝗶𝗻 𝘂𝘀. The XPX Social team has been busy planning this event, and an accurate headcount is needed to finalize all their efforts! (Please remind any members you see to register as well.) 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗟𝗶𝗻𝗸 (𝗳𝗼𝗿 𝗵𝗲𝗮𝗱𝗰𝗼𝘂𝗻𝘁 𝗼𝗻𝗹𝘆): https://lnkd.in/eZBsyqTG 𝗡𝗼𝘁 𝗮𝗻 𝗫𝗣𝗫 𝗔𝗧𝗟 𝗺𝗲𝗺𝗯𝗲𝗿? If you're an advisor to business owners and want to be a part of the professional community that's changing the trajectory of exit planning in Atlanta, you can join online at this link: https://lnkd.in/gEmdF6Xw #xpxatlanta #xpxholidaysocial #exitplanningexchange #xpxatlantamembers
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𝗫𝗣𝗫 𝗔𝘁𝗹𝗮𝗻𝘁𝗮 𝗺𝗲𝗺𝗯𝗲𝗿𝘀 𝗮𝗿𝗲 𝗽𝗿𝗲𝗽𝗮𝗿𝗶𝗻𝗴 𝘁𝗼 𝗰𝗹𝗼𝘀𝗲 𝘁𝗵𝗲 𝗱𝗲𝗮𝗹 𝗼𝗻 𝗮 𝘃𝗲𝗿𝘆 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝟮𝟬𝟮𝟰. All members are invited to gather in the Corleone Room at Maggiano's to eat, drink, and merrily mingle with our fellow business advisor professionals. 𝗙𝗼𝗿 𝗮𝗹𝗹 𝗫𝗣𝗫 𝗔𝗧𝗟 𝗺𝗲𝗺𝗯𝗲𝗿𝘀 - 𝗺𝗮𝗸𝗲 𝘀𝘂𝗿𝗲 𝘁𝗼 𝗴𝗲𝘁 𝘁𝗵𝗶𝘀 𝘆𝗲𝗮𝗿’𝘀 𝗛𝗼𝗹𝗶𝗱𝗮𝘆 𝗦𝗼𝗰𝗶𝗮𝗹 𝗼𝗻 𝘆𝗼𝘂𝗿 𝗰𝗮𝗹𝗲𝗻𝗱𝗮𝗿 - 𝗱𝗲𝘁𝗮𝗶𝗹𝘀 𝗮𝗻𝗱 𝗿𝗲𝗴𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻 𝗹𝗶𝗻𝗸 𝗯𝗲𝗹𝗼𝘄. Last year's special holiday event was a blast for all who attended, filled with warm, cozy, and collaborative cheer. 🎉𝟮𝟬𝟮𝟰 𝗫𝗣𝗫 𝗔𝗧𝗟𝗔𝗡𝗧𝗔 𝗛𝗢𝗟𝗜𝗗𝗔𝗬 𝗦𝗢𝗖𝗜𝗔𝗟 𝗪𝗛𝗘𝗡: Thursday, December 12 𝗧𝗜𝗠𝗘: 6 pm – 8 pm (EST) 𝗪𝗛𝗘𝗥𝗘: Maggiano’s Little Italy (Perimeter Mall)- Corleone Room 𝗔𝗗𝗗𝗥𝗘𝗦𝗦: 4400 Ashford-Dunwoody Rd, Dunwoody GA 𝗣𝗹𝗲𝗮𝘀𝗲 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗶𝗳 𝘆𝗼𝘂 𝗽𝗹𝗮𝗻 𝘁𝗼 𝗷𝗼𝗶𝗻 𝘂𝘀. The XPX Social team has been busy planning this event, and an accurate headcount is needed to finalize all their efforts! (Please remind any members you see to register as well.) 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗟𝗶𝗻𝗸 (𝗳𝗼𝗿 𝗵𝗲𝗮𝗱𝗰𝗼𝘂𝗻𝘁 𝗼𝗻𝗹𝘆): https://lnkd.in/eZBsyqTG 𝗡𝗼𝘁 𝗮𝗻 𝗫𝗣𝗫 𝗔𝗧𝗟 𝗺𝗲𝗺𝗯𝗲𝗿? If you're an advisor to business owners and want to be a part of the professional community that's changing the trajectory of exit planning in Atlanta. 𝗝𝗼𝗶𝗻 𝗯𝘆 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝟮𝟭𝘀𝘁 𝘁𝗼 𝗿𝗲𝗰𝗲𝗶𝘃𝗲 𝘁𝗵𝗲 𝟮𝟬𝟮𝟰 𝗠𝗲𝗺𝗯𝗲𝗿𝘀𝗵𝗶𝗽 𝗱𝗲𝗮𝗹 𝗼𝗳 𝟭𝟱 𝗺𝗼𝗻𝘁𝗵𝘀 𝗺𝗲𝗺𝗯𝗲𝗿𝘀𝗵𝗶𝗽 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗽𝗿𝗶𝗰𝗲 𝗼𝗳 𝟭𝟮 𝗺𝗼𝗻𝘁𝗵𝘀 (contact David at david@getonthevaluetrack.com to register for this deal). #xpxatlanta #xpxholidaysocial #exitplanningexchange #xpxatlantamembers
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Trusted Advisors - get ready for the most Exit-focused learning, networking, and relationship-building you can fit into one day. 𝗘𝗫𝗜𝗧 𝗫𝗣𝗢 𝟮𝟬𝟮𝟰 is Thursday, November 14, and will be an incredibly valuable event for trusted advisors looking for bigger, better, more innovative ways to build and grow their own business and deliver successful exits for their business owner clients. 𝗥𝗘𝗚𝗜𝗦𝗧𝗘𝗥 𝗡𝗢𝗪: https://lnkd.in/e_wGtEfq This amazing lineup of EXIT XPO sessions features a keynote by Alex Mammen, Managing Partner at Heritage Growth Partners LLC, 𝗥𝗲𝗮𝗹-𝗧𝗶𝗺𝗲 𝗦𝘁𝗮𝘁𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗠𝗶𝗱-𝗠𝗮𝗿𝗸𝗲𝘁 — an illuminating report on current economic and market indicators that matter most to your business owner clients on the path to exit. 𝗣𝗟𝗔𝗡 𝗬𝗢𝗨𝗥 𝗦𝗜𝗫! Learn more, Plan your Six sessions to attend from the full menu of 18 exit-focused EXIT XPO sessions, and get all the details at: https://lnkd.in/e_wGtEfq ▶️ A special shout-out to our TiE Atlanta friends, ATD Greater Atlanta, and Metro Atlanta Veterans' Chamber of Commerce friends: join us on November 14 and get your alliance partner discount! https://tieatlanta.org/, https://atdatlanta.org/, https://atlvcc.org/ #carabarineau #bluemarblevideo #xpxatlanta #exitxpo #exitplanningexchange #businessownersexit #exitstrategy #sponsorship #sponsors #xpxatlantaconference #mergersandacquistions #ESOPs #executivefinancialservices #corbetcapitaladvisors #nericapitalpartners #bradley #execfin #summitos
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📆 📢 📢𝗢𝗻𝗹𝘆 𝟲 𝗱𝗮𝘆𝘀 𝘂𝗻𝘁𝗶𝗹 𝗫𝗣𝗫 𝗔𝘁𝗹𝗮𝗻𝘁𝗮'𝘀 𝗜𝗻𝗮𝘂𝗴𝘂𝗿𝗮𝗹 𝗘𝗫𝗜𝗧 𝗫𝗣𝗢 𝟮𝟬𝟮𝟰 📢 Are you in 𝗠𝗲𝗿𝗴𝗲𝗿𝘀 & 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻𝘀 𝗘𝘅𝗶𝘁 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗩𝗮𝗹𝘂𝗲 𝗕𝘂𝗶𝗹𝗱𝗶𝗻𝗴 ... and looking to elevate your exit game? 𝗧𝗵𝗲𝗻 𝘁𝗵𝗶𝘀 𝗱𝗮𝘆 𝗶𝘀 𝗳𝗼𝗿 𝗬𝗢𝗨! Join us on 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝟭𝟰, 𝟮𝟬𝟮𝟰, 𝗮𝘁 𝘁𝗵𝗲 𝗖𝗼𝗯𝗯 𝗚𝗮𝗹𝗹𝗲𝗿𝗶𝗮 𝗖𝗲𝗻𝘁𝗿𝗲 for a day of valuable insights and networking. ▶️You can learn more about the 𝟭𝟴 𝗹𝗲𝗮𝗿𝗻𝗶𝗻𝗴-𝗿𝗶𝗰𝗵, 𝗲𝘅𝗶𝘁-𝗳𝗼𝗰𝘂𝘀𝗲𝗱 𝗘𝗫𝗜𝗧 𝗫𝗣𝗢 𝘀𝗲𝘀𝘀𝗶𝗼𝗻𝘀, how to register, and all the details you need at: https://lnkd.in/e_wGtEfq ▶️ A special shout-out to our TiE Atlanta friends, ATD Greater Atlanta, and Metro Atlanta Veterans' Chamber of Commerce friends: join us on November 14 and get your alliance partner discount! https://tieatlanta.org/, https://atdatlanta.org/, https://atlvcc.org/ #xpxatlanta #exitplanningexchange #businessownersexit #exitplanningstrategy #exitxpo #xpxatlantaconference #tieatlanta #atdgreateratlanta #metroatlantaveteranschamberofcommerce #executivefinancialservices #corbetcapitaladvisors #bluemarblevideo #nericapitalpartners #bradley #mergersandacquisitions #MandA #exitstrategy #valuebuilding #summitos
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𝗫𝗣𝗫 𝗔𝘁𝗹𝗮𝗻𝘁𝗮 𝗰𝗼𝗻𝘁𝗶𝗻𝘂𝗲𝘀 𝘁𝗼 𝗴𝗿𝗼𝘄! Say hello to our newest members: Ted Richardson, Steven Hutchison, Cathryn Marshall, Frank Thomas, ME, David D. Doerrier, and Dave Elder, CFP®, CEPA. We look forward to seeing you all at our XPX monthly programs and social get-togethers, connecting in our Power of Five virtual meetings, and collaborating with our trusted network of XPX advisors. XPX Atlanta monthly lunch programs are held at the Buckhead Club. Join us on 𝗧𝘂𝗲𝘀𝗱𝗮𝘆, 𝗝𝗮𝗻𝘂𝗮𝗿𝘆 𝟭𝟰, 𝟮𝟬𝟮𝟱, 𝗮𝘁 𝟭𝟭 𝗮𝗺 for a presentation on the 𝟮𝟬𝟮𝟱 𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝗰 𝗢𝘂𝘁𝗹𝗼𝗼𝗸, presented by the Federal Reserve Bank of Atlanta. Registration will be open in December: https://lnkd.in/eUdfcRSb Are you curious about our unique approach to business growth? Want to learn how XPX Atlanta can help you grow your business? Join us on 𝗭𝗼𝗼𝗺 𝗳𝗼𝗿 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗫𝗣𝗫 and discover the XPX way. The next Experience XPX is on Thursday, 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝟮𝟭, 𝗮𝘁 𝟵:𝟬𝟬 𝗮𝗺. Register here: https://lnkd.in/ekx2YuUp The inaugural 𝗫𝗣𝗫 𝗔𝘁𝗹𝗮𝗻𝘁𝗮 𝗖𝗼𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲, 𝗘𝗫𝗜𝗧 𝗫𝗣𝗢, is a full-day event at the 𝗖𝗼𝗯𝗯 𝗚𝗮𝗹𝗹𝗲𝗿𝗶𝗮 𝗖𝗲𝗻𝘁𝗿𝗲 𝗼𝗻 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝟭𝟰𝘁𝗵. Register at this link: https://lnkd.in/gRKatSsU Remember to join us for our 𝗫𝗣𝗫 𝗔𝘁𝗹𝗮𝗻𝘁𝗮 𝗠𝗲𝗺𝗯𝗲𝗿𝘀 𝗢𝗻𝗹𝘆 𝗛𝗼𝗹𝗶𝗱𝗮𝘆 𝗦𝗼𝗰𝗶𝗮𝗹 at Maggiano's Little Italy on 𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿 𝟭𝟮𝘁𝗵 𝗯𝗲𝘁𝘄𝗲𝗲𝗻 𝟲-𝟴 𝗽𝗺. Register at this link: https://lnkd.in/eZBsyqTG #xpxatlanta #exitplanning #businessleaders #exitstrategy #xpxatlantamembers #exitplanningexchange
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Trusted Advisors - get ready for the most Exit-focused learning, networking, and relationship-building you can fit into one day. 𝗘𝗫𝗜𝗧 𝗫𝗣𝗢 𝟮𝟬𝟮𝟰 is next Thursday, November 14, and will be an incredibly valuable event for trusted advisors looking for bigger, better, more innovative ways to build and grow their own business and deliver successful exits for their business owner clients. 𝗥𝗘𝗚𝗜𝗦𝗧𝗘𝗥 𝗡𝗢𝗪: https://lnkd.in/e_wGtEfq This amazing lineup of EXIT XPO sessions features a keynote by Alex Mammen, Managing Partner at Heritage Growth Partners LLC, 𝗥𝗲𝗮𝗹-𝗧𝗶𝗺𝗲 𝗦𝘁𝗮𝘁𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗠𝗶𝗱-𝗠𝗮𝗿𝗸𝗲𝘁 — an illuminating report on current economic and market indicators that matter most to your business owner clients on the path to exit. 𝗣𝗟𝗔𝗡 𝗬𝗢𝗨𝗥 𝗦𝗜𝗫! Learn more, Plan your Six sessions to attend from the full menu of 18 exit-focused EXIT XPO sessions, and get all the details at: https://lnkd.in/e_wGtEfq ▶️ A special shout-out to our TiE Atlanta friends, ATD Greater Atlanta, and Metro Atlanta Veterans' Chamber of Commerce friends: join us on November 14 and get your alliance partner discount! https://tieatlanta.org/, https://atdatlanta.org/, https://atlvcc.org/ #carabarineau #bluemarblevideo #xpxatlanta #exitxpo #exitplanningexchange #businessownersexit #exitstrategy #sponsorship #sponsors #xpxatlantaconference #mergersandacquistions #ESOPs #executivefinancialservices #corbetcapitaladvisors #nericapitalpartners #bradley #execfin #summitos
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Business advisors – it’s about to get real. We all know market uncertainty has paused many exit deal discussions. And no matter the outcome, the post-election business deal flow will chart a new trajectory. What will it be? How does a professional advisor stay informed on real economic factors that matter? 𝗝𝗼𝗶𝗻 𝘂𝘀 𝗮𝘁 𝗘𝗫𝗜𝗧 𝗫𝗣𝗢 𝟮𝟬𝟮𝟰 𝗳𝗼𝗿 𝘁𝗵𝗶𝘀 𝗽𝗼𝘄𝗲𝗿𝗳𝘂𝗹 𝗟𝘂𝗻𝗰𝗵 𝗞𝗲𝘆𝗻𝗼𝘁𝗲 𝗣𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 from Alex Mammen, Managing Partner at Heritage Growth Partners LLC 𝗥𝗲𝗮𝗹-𝗧𝗶𝗺𝗲 𝗦𝘁𝗮𝘁𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗠𝗶𝗱-𝗠𝗮𝗿𝗸𝗲𝘁 𝘊𝘶𝘳𝘳𝘦𝘯𝘵 𝘌𝘤𝘰𝘯𝘰𝘮𝘪𝘤 𝘢𝘯𝘥 𝘔𝘢𝘳𝘬𝘦𝘵 𝘐𝘯𝘥𝘪𝘤𝘢𝘵𝘰𝘳𝘴, 𝘢𝘯𝘥 𝘐𝘮𝘱𝘭𝘪𝘤𝘢𝘵𝘪𝘰𝘯𝘴 𝘵𝘰 𝘉𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘖𝘸𝘯𝘦𝘳𝘴 𝘖𝘯 𝘵𝘩𝘦 𝘗𝘢𝘵𝘩 𝘵𝘰 𝘌𝘹𝘪𝘵 𝗘𝗫𝗜𝗧 𝗫𝗣𝗢 𝗞𝗘𝗬𝗡𝗢𝗧𝗘 - 𝗖𝗼𝗯𝗯 𝗚𝗮𝗹𝗹𝗲𝗿𝗶𝗮 𝗖𝗲𝗻𝘁𝗿𝗲 - 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝟭𝟰 𝗮𝘁 𝟭𝟮:𝟬𝟬 𝗽𝗺 Get informed and up-to-speed with this real-time, mid-market report on the economic and market indicators that matter to your business owner clients approaching exit. Understand the true considerations and options so you can advise based on where the market is going, not where it’s been. Alex Mammen will walk you through up-to-date economic indicator data – employee and consumer strength and savings, interest rates, M&A market volume, and capital transactions. As important, he’ll help you reconcile what the data says vs. what owners think. ▶️You can learn more about this 𝗥𝗲𝗮𝗹-𝗧𝗶𝗺𝗲 𝗦𝘁𝗮𝘁𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗠𝗶𝗱-𝗠𝗮𝗿𝗸𝗲𝘁 𝗸𝗲𝘆𝗻𝗼𝘁𝗲, the 18 learning-rich, exit-focused EXIT XPO sessions, how to register, and all the details you need at: https://lnkd.in/e_wGtEfq ▶️ A special shout-out to our TiE Atlanta friends, ATD Greater Atlanta, and Metro Atlanta Veterans' Chamber of Commerce friends: join us on November 14 and get your alliance partner discount! https://tieatlanta.org/, https://atdatlanta.org/, https://atlvcc.org/ #xpxatlanta #exitxpo #exitplanningexchange #businessownersexit #exitstrategy #sponsorship #sponsors #xpxatlantaconference #mergersandacquistions #ESOPs #executivefinancialservices #corbetcapitaladvisors #erictogneri #nericapitalpartners #bradley #execfin #kellyfinnell #stephenopler #robdouglass #stevepreda #summitos #carabarineau #bluemarblevideo
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Thank you John Ray and Joe Noonan, great episode.
𝘉𝘶𝘪𝘭𝘥𝘪𝘯𝘨 𝘢 𝘉𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘛𝘩𝘳𝘰𝘶𝘨𝘩 𝘈𝘤𝘲𝘶𝘪𝘴𝘪𝘵𝘪𝘰𝘯𝘴 In this episode of 𝘛𝘩𝘦 𝘌𝘹𝘪𝘵 𝘌𝘹𝘤𝘩𝘢𝘯𝘨𝘦, Joe Noonan joins host John Ray to offer a reprise of the story he shared during a recent XPX Atlanta lunch session on building a business through serial acquisitions. They discuss Joe’s evolution from co-owning a printing company to becoming a successful Proforma franchise owner. Key points include strategies for effective business acquisitions, the impact of choosing the right partners, and leveraging business resources like brokers and wealth advisors. Joe also emphasizes the importance of maintaining strong customer relationships and the role of expert coaching in avoiding common business pitfalls. Highlights include personalized acquisition tactics, strategic pricing, and the collaborative support available through XPX Atlanta. You can find the show on all the major podcast apps, or at https://lnkd.in/ex8ZAcaV. 𝘛𝘩𝘦 𝘌𝘹𝘪𝘵 𝘌𝘹𝘤𝘩𝘢𝘯𝘨𝘦 is presented by XPX Atlanta, where Atlanta's best advisors collaborate and share expertise to guide their business owner clients through all stages of business growth...and toward a more successful exit. John Ray is the host of 𝘛𝘩𝘦 𝘌𝘹𝘪𝘵 𝘌𝘹𝘤𝘩𝘢𝘯𝘨𝘦, and John Ray and the Business RadioX® - North Fulton team are responsible for the show's production. John Ray and Business RadioX-North Fulton are Gold Sponsors of XPX Atlanta. #acquisitions #m&a #management #buildingabusiness #theexitexchange XPX - Exit Planning Exchange