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  • Exit Planning Exchange
Exit Planning Exchange
Oct
12

XPX ATLANTA: Real Life XPX: Multi-Advisor Value-Building In Motion

Details

Date & Time

Tue, Oct 12th, 2021 ⋅ 11:30am - 1:00pm (EST)

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

44 people attended
David Shavzin of The Value Track is a member of XPX Atlanta
Jeff Armacost of Brand Capital is a member of XPX Atlanta
RR
Donald Simon of Simon Financial Company is a member of XPX Atlanta
MH
+39

Real Life XPX: Multi-Advisor Value-Building In Motion

What does a real, collaborative, multi-advisor value-building project look like?


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 in-depth panel discussion and Q&A with Owners and their XPX Advisory Team

A 2-part series: October 12th and November 9th

  • 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.


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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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
Jeff Armacost of Brand Capital is a member of XPX Atlanta
Jeff Armacost
Whole Brain Brands
RR
Robert Rosner
Robert M. Rosner & Associates, Inc.
Donald Simon of Simon Financial Company is a member of XPX Atlanta
Donald Simon
Simon Financial Company
MH
Matthew Hudgins
10x Profit Blueprint
JL
Jim Lahm
CRI
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
AM
Alan Mishkoff
Granite Garage Floors
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
Maria Forbes
FIREPOWER Business Catalyst, LLC.
John Ray of John Ray Co. is a member of XPX Atlanta
John Ray
Business RadioX®
Rob Swartwood of consilium is a member of XPX Atlanta
Rob Swartwood
Consilium (legal solutions)
CC
Catherine Cates
Profit Made Simple, LLC
Peter Chatel of The Chatel Consulting Group is a member of XPX Atlanta
Peter Chatel
The Chatel Consulting Group
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
Bruce McFadden of Carr, Riggs & Ingram is a member of XPX Atlanta
Bruce McFadden
Carr, Riggs & Ingram
PE
Paul Evans
CRI Capital Advisors
Brent Stromwall of Odigos, LLC is a member of XPX Atlanta
Brent Stromwall
Odigos, LLC
Sue Groszkiewicz of Accountable For Change LLC is a member of XPX Atlanta
Sue Groszkiewicz
Accountable For Change LLC
Eric Togneri of Neri Capital Partners is a member of XPX Atlanta
Eric Togneri
Neri Capital Partners
MT
Michael Togneri
Neri Capital Partners
BB
Ben Barineau
CB
Cara Barineau
RB
Randy Berger
LH
Lisa Henriott
ES
Eric Sharpe
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
ED
Erica Dumpel
CZAJKOWSKI DUMPEL & ASSOCIATES -INC.
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
LEVEL Management Partners, Inc.
Andrei Tsygankov of Founders Legal | Bekiares Eliezer LLP is a member of XPX Atlanta
Andrei Tsygankov
Founders Legal | Bekiares Eliezer LLP
Melissa Sager of Sage Solution Consulting is a member of XPX Atlanta
Melissa Sager
Sage Solution Consulting
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
David Hern
Sofer Advisors, LLC
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
Michael Horwitz of Transworld Business Advisors is a member of XPX Atlanta
Michael Horwitz
Transworld Business Advisors
TERRY "Doc" DOCKERY of The Resolve Firm is a member of XPX Atlanta
Terry Dockery
The Resolve Firm
Lorne Greenfield of Capital Concepts USA LLC is a member of XPX Atlanta
Lorne Greenfield
Capital Concepts USA LLC
Tom Fulton of Neri Capital Partners is a member of XPX Atlanta
Tom Fulton
Neri Capital Partners
Ashley Edwards Altman of ivision is a member of XPX Atlanta
Ashley Edwards
Insperity
Angela Rehkop of Financial Care Providers is a member of XPX Atlanta
Angela Rehkop
Financial Care Providers
Kenny Baer of Baer Wealth is a member of XPX Atlanta
Kenny Baer
Baer Wealth
MB
Mark Beal
Baer Wealth
James Marosek of WMBO CPA Group is a member of XPX Atlanta
James Marosek
WMBO CPA Group
Ian Platt of Platt Business Law LLC is a member of XPX Atlanta
Ian Platt
Platt Business Law LLC
XF
Xernia Fortson
Xernia L. Fortson, Esq.