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  • Exit Planning Exchange
Exit Planning Exchange
Nov
09

XPX ATLANTA - How to XPX: Real Business Owners Speak The power of the collaborative advisory team

Details

Date & Time

Tue, Nov 9th, 2021 ⋅ 11:30am - 1:00pm (EDT)

Location

Virtual - Connection details sent upon registration.

Tickets

Atlanta Members
$10.00
Non-Members
$20.00
Sponsor Guest
$0.00
Sponsors
$0.00
XPX Members from other Chapters
$15.00
Guests

Registrants

36 people attended
Bob Tankesley of Neri Capital Partners is a member of XPX Atlanta
Michael Rosenthal of Taylor English Duma is a member of XPX Atlanta
David Shavzin of The Value Track is a member of XPX Atlanta
Eric Togneri of ExitOnTop is a member of XPX
BB
+31

How to XPX: Real Business Owners Speak

The power of the collaborative advisory team


“If only your doctors practiced XPX Collaboration.”

What does a real, collaborative, multi-advisor value-building project look like? In this 2nd conversation, get the in-depth story and play-by-play of a dynamic, complex value-building project from both the owner perspective and their multi-advisor team.

An advisory team of a dozen professionals – and growing. How the heck did they do that?

Missed our October Panel? Watch the video here.


Join the Panel and Q&A with Owners and their XPX Advisory Team:

  • What’s the owner experience of a project with so many moving parts? 
  • How does a 12-advisor team work efficiently together?
  • How did they integrate existing advisors?
  • How did they adapt to the chaos of COVID?
  • Where are they now in the value-building process?

Join Cara and Ben Barineau, owners of Blue Marble Video, and their XPX advisors David Shavzin, Maria Forbes, and Jeff Armacost as they get really real on the challenges and successes. Mike Rosenthal moderates a fascinating panel demonstrating the core XPX principles in action.



Ben Barineau, Creative Director / Principal
Blue Marble Video



Cara Barineau, Creative Director / Principal
Blue Marble Video


Virtual Event Pricing:

Atlanta Members – $10.00
XPX Members from other Chapters – $15.00
Non-Members – $20.00

Virtual - Connection details sent upon registration.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Bob Tankesley of Neri Capital Partners is a member of XPX Atlanta
Bob Tankesley
Neri Capital Partners
Michael Rosenthal of Taylor English Duma is a member of XPX Atlanta
Michael Rosenthal
Taylor English Duma
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
Eric Togneri of ExitOnTop is a member of XPX
Eric Togneri
Neri Capital Partners
BB
Ben Barineau
CB
Cara Barineau
RB
Randy Berger
LH
Lisa Henriott
ES
Eric Sharpe
ED
Erica Dumpel
CZAJKOWSKI DUMPEL & ASSOCIATES -INC.
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
LEVEL Management Partners, Inc.
Joseph Farach of Neri Capital Partners is a member of XPX Atlanta
Joseph Farach
The Alternative Board - Northeast Georgia
Patrick Renn of The Renn Wealth Management Group is a member of XPX Atlanta
Patrick Renn
The Renn Wealth Management Group
Brent Stromwall of Odigos, LLC is a member of XPX Atlanta
Brent Stromwall
Odigos, LLC
Rob Swartwood of consilium is a member of XPX Atlanta
Rob Swartwood
consilium (legal solutions)
Angela Rehkop of Financial Care Providers is a member of XPX Atlanta
Angela Rehkop
Financial Care Providers
Donald Simon of Simon Financial Company is a member of XPX Atlanta
Donald Simon
Simon Financial Company
Bruce La Fetra of Eastwood Strategy Advisors is a member of XPX Atlanta
Bruce La Fetra
Eastwood Strategy Advisors
Phillip Williams of P&P Business Solutions is a member of XPX Atlanta
Phillip Williams
P&P Business Solutions
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
Melissa Sager of Sage Solution Consulting is a member of XPX Atlanta
Melissa Sager
Sage Solution Consulting
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
David Hern
Sofer Advisors, LLC
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
Maria Forbes
FIREPOWER Business Catalyst, LLC.
TERRY "Doc" DOCKERY of The Resolve Firm is a member of XPX Atlanta
Terry "doc" Dockery
The Resolve Firm
Bruce McFadden of Carr, Riggs & Ingram is a member of XPX Atlanta
Bruce McFadden
Carr, Riggs & Ingram
James Marosek of WMBO CPA Group is a member of XPX Atlanta
James Marosek
WMBO CPA Group
LW
Lewis Walker
Keen Insight Group
John Ray of John Ray Co. is a member of XPX Atlanta
John Ray
Business RadioX®
Tom Fulton of Neri Capital Partners is a member of XPX Atlanta
Tom Fulton
Neri Capital Partners
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
Ryan Pendleton of South State Bank is a member of XPX Atlanta
Ryan Pendleton
Atlantic Capital Bank
RR
Robert Rosner
Robert M. Rosner & Associates, Inc.
Ashley Edwards Altman of ivision is a member of XPX Atlanta
Ashley Edwards
Insperity
Barry Selvidge of Neri Capital Partners is a member of XPX Atlanta
Barry Selvidge
Newport LLC
Jeffrey Leonard of Cohen Pollock Merlin Turner P.C. is a member of XPX Atlanta
Jeffrey Leonard
Cohen Pollock Merlin Turner P.C.