XPX Advisor Stories

The Value of Certification

Wed, 14 Aug 2019 17:27:16 GMT

XPX Fairfield County Member Andrew Karlen shares his experience with certifications. He holds a CExP certifications from the Business Enterprise Institute (BEI? as well as a certificate from the Family Firm Institute (FFI). He talks about the rigor of the process to become certified and how he uses the methodology in just about all engagements in his law practice which serves private and/or family-run businesses.

Helping a family business transfer to the third generation - Michael Clear

Thu, 28 Feb 2019 21:29:09 GMT

XPX Fairfield County President Michael Clear talks about his work with companies and families preparing for transitions. While his legal practice focuses on trusts, the family's journey is aided by many advisors, including accountants, valuation professionals, investment bankers, and consultants. Collaboration among these advisors is a core value of XPX and a value add by advisors like Michael.

Two private company experts from the same city....who had never met - John Dini

Tue, 26 Feb 2019 21:41:22 GMT

XPX San Antonio Founder and President John Dini shares a story of how he was introduced to a leading expert in his town that somehow he had never met.

The value of investing in relationships so people get to know and respect each other - Steve Economou

Fri, 01 Feb 2019 22:29:00 GMT

XPX Philadelphia President Steve Economou shares that raising your profile by contributing to XPX gets you more attention and emphasizes that getting to know and respect each other is key to getting the most out of XPX.

Learning what other advisors could bring to my clients - Dick Albu

Fri, 01 Feb 2019 22:23:56 GMT

Long-time XPX Fairfield County Member Dick Albu shares the value he finds in getting to know other advisors and understanding the value they could bring to his clients.

The clarion call from business owner clients to sharpen our skills - Thomas Jordan

Sat, 05 Jan 2019 21:38:15 GMT

XPX San Antonio Member and Sponsor Thomas Jordan shares that if you work with private businesses, the conversation always comes around to the conversation about exits. He lists the many professions who all play a role with companies--and all need to have an understanding of the exit conversation.

Recovering from a Failed Transaction: a collaboration story - Ray Palys

Wed, 19 Dec 2018 20:50:30 GMT

XPX Chicago President Ray Palys shares some examples of collaboration in the XPX Chicago Chapter including a company introduced by a transaction attorney. The company had a failed exit transaction, decided to go it alone and is now enjoying its most successful year ever!

A Valuation Professional, Consultant and M&A Attorney Collaborate to Orchestrate Successful Merger - Stu Welsh

Thu, 13 Dec 2018 18:14:48 GMT

Long-time Member and current President of XPX Maryland, Stuart Welsh, shares his story of a collaboration between three XPX members who met through the XPX Power of 5 program.

The collaboration started with a certified valuation professional who brought in Stu to help his client evaluate their options. When the company ended up doing a deal, Stu then brought in an M&A attorney to document it.

Learn more about Stu Welsh.