XPX Atlanta: The Win‑Win of the XPX Collaborative Advisory Approach in Growing Your Practice

A real client case study‑based, interactive workshop
Tuesday, September 9 • 11:30 AM – 1:00 PM • The Buckhead Club

A true Collaborative Advisory Team delivers better outcomes for owners — clearer strategy, accelerated value growth, and better, more successful exit results because the team acts with the owner’s best interests front and center. In the process, advisors win by uncovering additional opportunities, expanding engagements, and growing their practices through trusted referrals and repeat collaboration. It's a true win‑win.

This hands‑on workshop uses a real client case study to explore practical steps and pitfalls. You’ll participate in roundtable exercises, self‑assessments, and candid discussion about roles, timing, and client buy‑in.

What we’ll cover

• What Collaborative Advisory Teams are — and what they’re not
• How to form and structure your Collaborative Advisory Teams
• A collaboration self‑assessment to benchmark your approach
• How to get owner/seller buy‑in
• Common fail points — and how to avoid them
  
  

You’ll leave with

• Clarity on the role you should play (leader vs. key member)
• Conversation starters to secure client commitment
• Practical steps to create win‑wins for clients and advisors

Workshop Leaders: 

Maria Forbes 
Firepower Teams

Maria’s thirty-year consulting career serves privately held business owners and leaders across the U.S. integrating human capital into growth and continuity planning.

• Kolbe Certified Consultant, Copper Circle
• Member Human Capital Institute, International Association of Facilitators
• Founding Board member Exit Planning Exchange, Atlanta Chapter
• Maria rescales tools and processes used by corporations to help lower middle market business leaders develop transferable value through their biggest asset, their people.
• With a strong history as a trusted strategic consultant to small business owners, Maria’s work actualizes a single line of sight toward long-term growth through people-powered workforce as unique contributors to a shared growth plan.

David Shavzin
The Value Track

For more than two decades, David has been serving business owners:

• Exit strategist: guiding clients through the complexities of value growth and exit planning.
• M&A Advisor/Broker: Finding the right buyer, process, & structure to fit the client’s goals.

Contributing to the profession:

• Co-Founder / Past President of XPX Atlanta
• Certified Management Consultant designation held for 20 years
• Past President: Institute of Management Consultants: Georgia (IMC)

Agenda: