XPX Cleveland – Why Should You Become Part of Our Community?
XPX Cleveland is ideally positioned to serve an extremely high concentration of family and privately-held businesses. Our board, membership, and sponsors are comprised of a high-quality network of advisors and service providers focused upon collaboration and placing the clients’ interest at the center of all that we do.
- Get to know our professionals at the top of their game
- Build relationships that become a pool of resources you can draw upon for your clients
- Keep up with everything exit, succession, value-building and transaction
- Build your brand among XPX members and our broader audience
- Unique programming, combining professional development and interactive relationship building
- Consider becoming a sponsor for even more brand exposure
Take a look around our web site:
- Apply for Membership
- Events
- Sponsorship
- XPX Cleveland Leadership
- Questions? Contact us!
Panel Discussion on Steps to Maximize Value on Liquidity Events
XPX Cleveland hosted a panel discussion designed to help advisors work with their clients to prepare for successful liquidity events. “The Steps to Maximize Value for a Liquidity Event: A Discussion of Operational Risk Management, Customer Engagement, and Improving Financial Metrics” was sponsored by Magnet. Moderated by Rita Sherwood, Managing Director of Inglewood Associates, the panel consisted of Darlene Campagna, President and Owner of Direct Opinions, Zak Schweda, Partner in Valuation Services at Bober Markey Fedorovich, and Mike O’Donnell, EVP of Operations & Organization Growth at Magnet. It was an incredibly informative discussion which provided actionable steps and real-world insights for maximizing value ahead of a sale or transition.
Please join at us at our next event on June 10, a panel discussion on Financial and Tax Planning for Liquidity Events, sponsored by Clearstead Advisors.
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Chapter Events
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Want to Learn More?
Contact one of our Chapter Leaders or download our XPX Cleveland One Sheet.
