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Collaboration Stories

These videos are outtakes from our monthly Experience XPX series. They feature members of the XPX community talking about collaboration among advisors to privately-held businesses. In each post, you can click to learn more about the Member. 

Have a story you want to share? Please sign up for one of our upcoming programs!

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

    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!

  • 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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