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IMC GA: Exit and Succession Planning for Our Clients
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Exit and Succession Planning for Our Clients: Working as a Team of Professional Advisors

When: Friday, January 19th
11:30 -1:30 ET
Where: Heritage Sandy Springs - Blue Stone Building - Community Room
6110 Blue Stone Rd NE
Sandy Springs, Georgia  30328
United States
Contact: Bob Tankesley

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Business owners start their companies to create their future. But they soon get so caught up in the day-to-day that they lose sight of the key to making that future happen - building value - and are unprepared when the time comes to put their transition into action.

How do we as Consultants, Attorneys, CPAs & Financial Advisors work together to help our clients learn and implement the Four Steps to Successful Transition?

Discussion includes real case studies and an interactive discussion!


·      The exit planning process.

·      How the advisory team can work better together.

·      Approaches to having the “exit” talk with your business owner clients.

Thank you to NAIFA North Metro  for joining us as a co-host for this event!

Thank you to our Event Sponsor, Rob Johnson. Rob’s purpose is "to love, to practice and enjoy God's presence, and to serve as a change agent, beginning with myself! and with people, organizations and communities that are committing themselves to making the world a better place." Learn more:


David Shavzin, CMC®


David is a passionate and experienced growth and exit / succession planning expert. Business owners start their companies to create their future but soon get so caught up in the day-to-day that they lose sight of the key to making that future happen: building value! They are too often unprepared when the time comes to put their transition into action. David assists with design and implementation of sustainable, positive change that allows his clients to improve their quality of life, build value in the company and exit on their own terms.


A frequent speaker on this topic, David has presented to the National Association of Insurance and Financial Professionals and the Financial Planning Association of Georgia (FPA), providing continuing education credits for their members. Before creating his practice in 2000, David spent 12 years with a global life sciences company - four of those years living in Paris where he worked in corporate finance and mergers & acquisitions before transferring to Atlanta.


A Certified Management Consultant (CMC®) and coach, David has over 25 years of consulting and corporate experience in exit planning, mergers & acquisitions, finance, supply chain and more. He is the immediate past president of the Institute of Management Consultants - Georgia Chapter. He holds a BA from the University of Wisconsin and an MBA from George Washington University. He speaks fluent French and conversational Spanish. Learn more:




Bob Tankesley, MBA, CPA, CFP


A 4th generation entrepreneur, Bob thoroughly enjoys his focus of helping owners of closely-held entities culminate their long-term business effort in a successful transaction.  As someone who has successfully put capital at risk and advanced various ideas into the marketplace, he easily identifies with others who have done so as well.  Bob’s 16-year track record has led to focus on industries/sectors such as industrial, manufacturing, healthcare, IT, B2B and professional services.


A big believer in collaboration, Bob regularly teaches other professionals and financial advisors how to be more successful when working with business owners.  He has spoken on this topic to several organizations, including the Georgia Society of CPAs, financial services firms and CPA firms, and general business audiences.


He has earned two degrees (BSBA in Accounting & MBA in Finance), two certifications (CPA and CFP), multiple financial licenses and has completed hundreds of hours of professional education.  Bob has over 20 years of experience in tax and financial planning, valuation, mergers & acquisitions and finance.  Before starting his consulting practice in 2001, he spent 5 years with a Fortune 500 manufacturer, a “Big 4” accounting firm and a large local accounting firm.  He holds a BSBA from the University of North Carolina at Asheville (Cum Laude) and an MBA from Appalachian State University (Cum Laude). Learn more:




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