Meeting/Event Information

    AAHU April Webinar: Exit & Succession Planning for Insurance & Financial Services

    April 29, 2019
    10:00 AM to 11:00 AM
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    Webinar Link Will be Sent out Prior To the Meeting


    Join us for our April Webinar Featuring David Shavzin and Bob Tankesley


    Exit & Succession Planning for Insurance & Financial Services: Planning, Value and the Transaction Process!


    We get so caught up in the day-to-day that we  lose sight of building value for our future, for our family, for our retirement. 


    How will you prepare to maximize value for your business exit?


    Understanding the process is a first step. An early start on planning and a focus on value will help you exit on your own terms. We will discuss building value, getting ready and the transaction process.


    David Shavzin, CMC®, President, Shavzin & Associates  

    Bob Tankesley, MBA, CPA, CFP®, Principal, Neri Capital Partners

    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:


    $15.00 NAHU Member: Other Chapter