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Advisor Stories

These videos are excerpts from our monthly Experience XPX series. They feature members of the XPX community talking about their experiences in their work with privately-held businesses, often alongside fellow XPX Members.

These stories are great illustrations of the XPX Advisor Principles of collaboration, client first, long-term thinking, focus on human angle and always be learning.


XPX Members: Have a story you want to share? Please sign up for one of our Experience XPX on-line meetings and we'll capture it during the program.

  • August 14, 2019 1:27 PM | Mary Adams (Administrator)

    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. 


  • February 28, 2019 4:29 PM | Mary Adams (Administrator)

    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. 

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  • February 26, 2019 4:41 PM | Mary Adams (Administrator)

    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.

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  • February 01, 2019 5:29 PM | Mary Adams (Administrator)

    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.

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  • February 01, 2019 5:23 PM | Mary Adams (Administrator)

    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.

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  • January 05, 2019 4:38 PM | Mary Adams (Administrator)

    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. 

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  • December 19, 2018 3:50 PM | Mary Adams (Administrator)

    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!

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  • December 13, 2018 1:14 PM | Mary Adams (Administrator)

    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.

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