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  • Exit Planning Exchange
Exit Planning Exchange
Sep
16

XPX Atlanta: AI Tools – Applications and Case Studies for the M&A World (Virtual- Members Only)

Details

Date & Time

Tue, Sep 16th, 2025 ⋅ 9:00am - 10:00am (EDT)

Location

Virtual - you'll receive call-in instructions upon registering.

Tickets

Atlanta Members
$0.00
Guests

Registrants

20 people attended
Ted Richardson of Alrich & Assoc is a member of XPX Atlanta
Robert Douglass of Corbet Capital Advisors is a member of XPX Atlanta
Coach Joe Noonan of Inside EDGE Consulting/Coaching, Inc. is a member of XPX Atlanta
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
John Charleston of Murphy Business Sales is a member of XPX Atlanta
+15

 Back by popular demand, Gerardo Kerik will be providing a virtual workshop exclusive to XPX members on the topic of AI and its implementation in the business world. The presentation earlier in the year focused on generalities for the overall business environment and a slight dive into how it can be used for the M&A world. This workshop will dive deeper into what is applicable for M&A firms and how it can be used to enhance our practice.

  • Missed the luncheon earlier in the year and want to jump into the entre when it comes to AI for M&A use?
  • Want to see how it is actually used in practice by M&A firms with client case studies?
  • Is it really the hype that everyone is making it out to be or is it another fad that will go away?
  • What IS a reasonable expectation of what we can use AI tools for and what still requires human input?

Want to find out the answers to all these questions and more? Then this is a workshop you don’t want to miss! Time for open discussions and Q&A will be built as part of this workshop, so that you, the member, will be able to walk away with some answers to your questions! 

Our Speaker:


Gerardo Kerik

Principal AI Consultant and Digital Strategist
WSI Network

Gerardo Kerik is a marketing strategist and AI consultant with over 20 years of experience at global brands like Diageo, Disney, and Time Warner. An MBA graduate from London Business School, he founded his consulting agency under the WSI network, helping SMEs achieve growth through digital strategy, performance marketing, and AI integration. Gerardo specializes in using AI to optimize business operations, improve profitability, and drive efficiency. As a Fractional CMO and strategic advisor, he guides companies through the evolving digital landscape toward long-term success.

Registration Fees:  Free for XPX Atlanta Members.


Other upcoming events, click on the link below for information and to sign up.

  • https://www.exitplanningexchange.com/atlanta/events/

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Ted Richardson of Alrich & Assoc is a member of XPX Atlanta
Ted Richardson
Alrich & Assoc
Robert Douglass of Corbet Capital Advisors is a member of XPX Atlanta
Robert Douglass
Corbet Capital Advisors
Coach Joe Noonan of Inside EDGE Consulting/Coaching, Inc. is a member of XPX Atlanta
Coach Joe Noonan
Inside EDGE Consulting/Coaching, Inc.
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
John Charleston of Murphy Business Sales is a member of XPX Atlanta
John Charleston
Murphy Business Sales
Gerardo Kerik of WSI is a member of XPX Atlanta
Gerardo Kerik
WSI
Rob Swartwood of consilium is a member of XPX Atlanta
Rob Swartwood
consilium
Christopher O'Dekirk of Concierge Capital Advisory is a member of XPX Atlanta
Christopher O'Dekirk
Concierge Capital Advisory
John Noyd of B2B CFO is a member of XPX Atlanta
John Noyd
B2B CFO
Ronald Jones of Ameriprise Financial LLC is a member of XPX Atlanta
Ronald Jones
Ameriprise Financial LLC
AW
Ari Wajnberg
Montevino Advisory Services, LLC
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
Maria Forbes
FIREPOWER Business Catalyst, LLC.
Lorne Greenfield of Capital Concepts USA LLC is a member of XPX Atlanta
Lorne Greenfield
Capital Concepts USA LLC
ET
Eric Togneri
Neri Capital Partners
Sri Chakravarty of ProfitAbility Valuation and Business Plan is a member of XPX Atlanta
Sri Chakravarty
Profitability Business Solutions
Tom Fulton of Neri Capital Partners is a member of XPX Atlanta
Tom Fulton
Neri Capital Partners
Jeff Armacost of Brand Capital is a member of XPX Atlanta
Jeff Armacost
Brand Capital
"Deb" Deborah Matz of Design Life's Journey is a member of XPX Atlanta
"deb" Deborah Matz
Design Life's Journey
Ryan Pendleton of South State Bank is a member of XPX Atlanta
Ryan Pendleton
South State Bank
RR
Robert Rosner
Robert M. Rosner , LLC