Cross-Chapter Power Networking Recap: “Ask the Experts” Collaboration


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).

Updated: Feb 27, 2024

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Cheryl Centeno of XPX Global is a member of XPX

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