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Speaking

Learn about effective Exit Planning, Drivers of Business Value and more!

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 in action.

We will explore the many potential approaches to exit planning - getting the plan in place and working through the process - so they can make this important transition on their own terms.

  • Learn how exit planning will build your business, sales and profitability today.
  • Learn the top ten drivers of business value.
  • Learn at least eight ways to approach your exit and succession planning.
  • Learn what will make your business as attractive as possible to a potential buyer.

Please let us know if your organization, clients, chamber or colleagues would like to have us come in to engage with your audience!

We enjoy getting out to "spread the word" and we guarantee to make your audience members think about these issues in new ways!

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David is passionate about helping business owners get to those long-term goals for retirement or to that next business opportunity, creating their future for them and for their family.

He has spoken on various topics at

  • America's Mart
  • Georgia State University
  • The Georgia Society of CPAs
  • The Greater North Fulton Chamber of Commerce
  • Rotary and Kiwanis clubs
  • Professional services groups
  • Client audiences
  • Radio shows