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 the five challenges. Our “Current Client/Deal Challenge” presenters:
- Nate Jordan (XPX Chicago), Small Business Development Center
- Blake Patterson (XPX Nashville), Alliance Bernstein
- Lisa Kaufman (XPX Nashville), Dinan Capital Advisors
- Vipin Singh (XPX New Jersey), Murphy Business Sales
- David Shavzin (XPX Atlanta), The Value Track
This program was intended to help foster working relationships as well as to impart knowledge from each XPX discipline (M&A, legal, private wealth, accounting, coaching/consulting, valuations, fractional consultants, banks, etc).