On Demand (recorded live July 23, 2015)
Join us for a free, online panel discussion focused on making the most out of your business and how your company’s success fits into your financial and retirement plan.
Less than 20% of businesses sell within a year and most sell for less than the owner expected. With statistics like these, now is the time take a realistic look at the relationship between your business plan and your financial plan, regardless of how close you are to retiring.
“With planning, you can enjoy the financial benefits of your business, whether you sell or not. You’ll also be positioning your company so it’s more likely to sell and for a greater price.” ~ David Ragland, IRC Wealth
Attendees will learn the importance of creating a plan that:
“Profitability may be the ultimate scorecard for your business, but cash is the fuel that sustains it. You have to know your cash needs for six to twelve months out. Do you have enough fuel in the tank?”
~ Chet Burge, Burge & Associates
“The goal is to create the life you want and build your business to support it. You cannot build a business and drive it to a successful exit without clarity around what you want for your life. That clarity gives you the foundation to make decisions within your company — team, systems, processes, partners, vendors, markets, financials, etc. — that enable you to meet your personal financial goals.”
~ David Taylor-Klaus, DTK Coaching
CEO, IRC Wealth
David Ragland is CEO of IRC Wealth, a private asset management company based in Atlanta, Georgia. A successful businessman, financial "coach," vibrant, energetic speaker, author, and an Ironman triathlete, David understands and articulates the core ingredients that motivate, energize and push people across their personal finish lines. Holding both a BBA and a Master’s degree in Accounting from the University of Georgia, he strives to make wealth building simple and help you build a healthier and sustainable financial life around sound planning principles.
CPCC, PCC — DTK Coaching, Atlanta, GA
David Taylor-Klaus coaches entrepreneurs and executives to create their visions of a life that works. His clients are typically people who know they are not living up to their fullest potential — in their businesses or their lives. As they identify what is standing in the way of their complete success, they are fiercely held accountable to their full capacity – to how truly BIG they have the potential to be. They are guided to bold and practical solutions that empower them to step into that greatness. The result is a Life-Work Balance that produces profitable businesses, thriving families and wildly fulfilling lives.
David is a graduate of the University of Pennsylvania and a member of Vistage International, the International Coach Federation, Georgia Coach Association, and Coaches Training Institute. David and his wife, Elaine, live in Atlanta with their children and a dog (named Kat) in a Buckhead neighborhood they developed in 1994.
CPA/Managing Partner, Burge and Associates, PC
CFO, Three Taverns Brewery, Atlanta, GA
Chet Burge is CPA with more than two decades of Big 4, corporate and independent experience. Chet works with both individuals and businesses assisting them with smart financial management, solid accounting practice and wise tax planning. After beginning his career at Price Waterhouse (now Price Waterhouse Coopers), Chet held a succession of senior financial management jobs before moving back into public accounting, eventually founding his own firm. Chet also serves as CFO to Three Taverns Brewery overseeing all finances on both a strategic and day-to-day basis.
Chet is a member of the Georgia Society of CPAs and the American Institute of CPAs. He is a graduate of Bob Jones University in Greenville, SC with a bachelors degree in accounting. Chet, his wife Lee Beth, and their four children are long time residents of Decatur, GA where they are very active in their church, local schools and community.