Cheryl Centeno

Call Me When… You’d like to learn more about XPX and increase your visibility as a member.

At our February Cross-Chapter Power Networking session, we introduced a new format aptly named “Ask the Cross-Chapter Experts”. Our facilitator, XPX Nashville member, Lisa Kaufman, a sell-side M&A advisor to family-owned businesses called on 5 members (herself included) to present their “Current Client/Deal Challenge” to the group. Fellow members then became the “experts” providing input and possible resolutions for one of…

Program produced by XPX South Florida. The current temporarily high $12.92 million estate and gift tax exemption will “Sunset” on December 31, 2025. Starting January 1, 2026, the exemption is expected to return to approximately $7 million. The loss of approximately $6 million in exemption can result in an additional estate tax in excess of…

At XPX Next, our advisor panelists share what tools they use to help their clients build realizable value. Moderator: Steve Conwell, CEO of Final Ascent LLC and XPX Dallas President Our panelists: Ray Croff for The Value Builder System, Todd Feldman for BEI and Stacy Kuxhausen for Maus Sponsors: Michael Brady (Maus), Brian Chow (The…

At XPX Next, our advisor panelists discuss the tools they use to focus the conversation on their client companies’ long-term prospects. Panel moderator: Corby Megorden, Principal at Ennis Legacy Partners Panelists: Brandon Blell (EOS), John Leonetti (The IEPA) and Craig West (Capitaliz) Sponsors: Zach Broyles (Capitaliz) and Tommy Delello (The IEPA)

At XPX Next, our inaugural national conference, Dr. Froswa’ Booker-Drew  shares her research on the development of social capital. The following video is a master class on how to build and leverage one’s network for greater collaboration and success. View Dr. Booker-Drew’s full bio here.  Additional resources provided by Dr. Booker-Drew: https://www.linkedin.com/pulse/coin-circle-influence-network-worksheet-shelley-hammell http://www.boardnetusa.org/

The Hard Realities and How-to’s of Successful Value Growth and Selling in 2023 Program produced by XPX Atlanta. Our programming for this year will be a Collaborative Forum on the Hard Realities and How-To’s of successful business building and selling in 2023. Breaking News: Interest rates are still up. The economy is trending down. Buyers…

Program produced by XPX South Florida. This is XPX South Florida’s final installment of a six-part “Lunch and Learn” series where they explore the exit planning strategies to be employed by a middle market company from the attorney’s perspective. Featured are three seasoned attorneys from South Florida who describe the various obstacles they have overcome…

This is the fifth installment of our 2022 exciting, in-depth six-part “Lunch and Learn” series, where our Chapter’s professional advisers will discuss the exit planning strategies to be employed by a model middle market software development company with $50 million in annual revenues. In this fifth session we will explore Restructuring/Reorganizing our fictitious company Medi-Quick,…

The state of a company’s financials could make or break its future sale. Balance sheets that don’t balance. “Add-backs” that can’t be justified. Messy financials make for lower business valuation or deals that never happen. That’s why financial sharpening is such a critical part of exit planning. Join us Thursday, Sept 15 from 11am-1pm at…