GROWTH. TRANSFER. LEGACY.
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In December, we'll be discussing a relatively new category of tools designed for lower middle market companies: automated valuation software. Products we'll discuss include Axial, CoreValue, Quist and Corporate Value Metrics. We'll discuss the advantages and disadvantages of these tools and learn how advisors use them in their practice.
*If you use one of these tools (or another that we missed), please let us know in your registration form.
(Note: In January, we'll talk about value building systems such as Gazelles, EOS, Biz Equity and Value Builder--there's obviously overlap but this is a way of narrowing the discussions)
We invite XPX Members and Leaders, and anyone looking to learn and share with us
Video participation not required but highly encouraged
Mary Adams, Executive Director, XPX Global - Mary's firm was one of the founders of XPX. For the past five years, she has guided the overall growth of the network including coaching a number of our successful Chapter launches.
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