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XPX Videos

The videos here were produced by XPX Chapters, Members and Sponsors. 

Many of the Chapter videos also link to full-length programs for business owners and their advisors. For information on accessing the full-length programs click here.

Members: Have a video to share? Send the info to our Chapter Administrator, Angie Ellis, and we'll load it for you. Include a synopsis to increase the video search-ability!

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  • February 24, 2021 11:10 AM | Cheryl Centeno (Administrator)

    Program produced by XPX New York.

    Recognizing and Responding to

    Liquidity Challenges

    As professionals serving the XPX business community, it is critical that you are sensitive to the telltale signs of companies in distress. During this event we will present some of the key symptoms and indicators of a company facing operational, financial, and survival challenges. We will also present various options available to restructure and position a company to deal with these various challenges. There will be question & answer dialogue during and after the presentation.

    Our Speakers:

    Robert Iommazzo, Managing Director - Traxi Business Solutions
    Lee Pacchia, Director – Traxi Business Solutions

    Robert and Lee are both members of Traxi an organization “providing clients with practical solutions to complicated problems” including credit origination, crisis management, operational advisory, corporate restructuring, and more across nearly every industry. Clients have ranged from family-owned businesses as well as Fortune 500 enterprises.

  • February 22, 2021 11:38 PM | Cheryl Centeno (Administrator)

    Program produced by XPX Atlanta.

    Getting the Launch Codes

    Join us for the next chapter of our business owner's journey towards a successful exit. The advisory team is being assembled, but where’s the "road map" for the trek ahead? Hear from experts on how an appropriately crafted baseline business review can provide the “launch codes” for an effective action plan that boosts value in the eyes of a potential buyer -- and provides a cornerstone for the entire exit planning process.

    Missed any episodes of our 2021 Case Study? Catch up here:

    Meet Our Speakers:

    David Magee, ASA, CFA

    DM Buck Advisory

    David Magee is the founder of DM Buck Advisory, LLC which helps business owners in transition. He partners with NAVIX Consultants in his Exit Planning Practice and also provides business appraisal and general finance consulting services.

    Previously, David spent 30 years at SunTrust Robinson Humphrey in Atlanta. As a Managing Director/Senior Equity Analyst, David conducted extensive market due diligence to generate detailed financial models and research reports on numerous companies. David earned his Bachelor of Arts degree at Wake Forest University (Economics), an MBA degree at Georgia State University, as well as the Chartered Financial Analyst (CFA) and Accredited Senior Appraiser (ASA) certifications.

    David Hern, CPA/ABV, ASA, CEPA

    Founder & CEO
    Sofer Advisors, LLC

    David is the founder and chief executive officer of Sofer Advisors, LLC focusing on business advisory services related to litigation assistance, estate and tax planning, and business enterprise valuations for privately-held and public companies. He is a qualified financial analyst with a proven ability to simply and clearly communicate analysis to boards of directors, presidents and CEOs, CFOs, controllers and private equity portfolio managers. David has been recognized for enabling organizations to determine their enterprise and equity value for strategic planning, a sale or IPO, mergers and acquisitions, financial reporting and tax compliance. David’s industry experience includes professional services, business service, healthcare, information technology, financial services, and manufacturing & distribution.

  • February 16, 2021 4:40 PM | Cheryl Centeno (Administrator)

    Program produced by XPX Long Island.

    Case Study Session 3:
    Focus on Growth, Building Sales and

    Enhancing Effectiveness 

    HiTech owners want to grow the business to make it salable in a few years. A key area of focus should be the sales organization. The company needs a sales organization that can succeed after the owners exit the business. How can the owners create an effective organization that is not dependent on them?

    In this presentation, we will discuss building a sales organization that potential buyers will consider an asset, not a liability. To make the company salable, the owners will need to shed their day to day sales responsibilities. They must recruit a sales leader, develop a sales team, and create the necessary tools and systems to support the sales effort. This is usually a multi-year process.


    Our Speaker:

    David Wallace, Wallace Management Group

    David is a seasoned executive and entrepreneur who generates confidence and trust. Through deep experience, analytical approach and intense focus on processes and solutions, he excels at crafting the master organization behind the sales effort. With David’s people skills, he builds strong relationships and has a passion for teaching/sharing his knowledge and expertise with others. By combining these talents, David has founded three successful companies: Wallace Management Group (which helps companies remove obstacles to sales productivity), The Sales Management Group (works with CEOs and sales leaders to create powerful sales organizations), and MarketLINK (sales enablement programs for F500 companies.

  • February 12, 2021 10:29 AM | Cheryl Centeno (Administrator)

    Program produced by XPX DC Metro.

    Rapidly Accelerating Business Value: Where to Start?

    Business owners know their businesses better than anyone. They have spent countless hours and sleepless nights working to build a valuable business to provide a living today and hopefully, sell in the future. But did you know 80% of business owners can never sell their business? And of the 20% that do sell, only a handful sell for what they believe it to be worth.

    Justin Goodbread has devoted his career to helping business owner build valuable and sellable businesses. Please join us as Justin shares how an owner can build and accelerate business value to accomplish the successful exit that they deserve!

    Our Speaker:

    Justin A. Goodbread, CFP®, CEPA®, CVGA®, owner of Heritage Investors, LLC., Heritage Business Advisors and, is a nationally recognized financial planner, educator, wealth manager, author, speaker, and entrepreneur. He has 20+ years of experience starting, buying, owning, and selling businesses. Justin is a three-time recipient of the Investopedia Top 100 Advisor award and the Exit Planning Institute’s Exit Planner Leader of the Year.

  • February 10, 2021 7:16 AM | Cheryl Centeno (Administrator)

    Program produced by XPX Chicago.

    Retirement Readiness 

    2020 was exceptionally volatile for the investment markets. With little warning, we were thrown into a global health pandemic, bringing global economies to a standstill. As a result, the markets went from all-time highs into bear market territory in record time, with segments of the markets losing 30-40% in just weeks.

    Then, just as quickly, the markets staged an impressive recovery all the way to all-time highs — leaving investors bewildered and wondering what just happened.

    It's with all of this in mind that we will be holding a webinar to discuss Retirement Readiness. Specifically designed for investors and business owners who are approaching retirement or recently retired, this webinar will address…

    • The surprising elements of retirement that are often overlooked
    • How to create a vision for your retired years and achieve that vision
    • Considerations for a portfolio that addresses your needs
    • Sticking to your strategic wealth management plan during market volatility

    Our Speaker:

    Mike Karmin

    Strategic Wealth Partners

    To Mike the most gratifying part of helping people manage their wealth is bringing them a sense of control and confidence about the future.

    Whether helping retirees determine their goals among changing circumstances or helping young professionals with growing wealth set good investment habits, Mike best understands and serves his clients’ needs by creating deep personal and professional relationships. He takes pride in making sure his clients are comfortable with their strategic plans and how their investment strategies are aligned with their best interests. Only then can he be sure his clients feel truly confident about and in control of their futures.

    Mike has been in the financial services industry helping make a meaningful impact on people’s lives for nearly 15 years. Previously, Mike held a position at the Northern Trust Company where he managed equity portfolios that were customized to clients’ goals. He transitioned to his role at SWP with an understanding of the importance of giving each client’s situation individual attention.

    Mike and his wife are Highland Park residents. They love taking their two young daughters to the city to explore its many neighborhoods and restaurants. Mike is also passionate about sports, always eager to engage in lively discussions about the city’s sports teams.

  • February 04, 2021 1:15 PM | Cheryl Centeno (Administrator)

    Program produced by XPX Chicago  Emerging Professionals.

    Elements of an Elevator Pitch

    Learn how to communicate your brand and achieve your “15 minutes” of fame! Join me and our XPX EP board members for a virtual meetup after work where Jim Klein, President of Acrobat Marketing Solutions, Inc., will explain the elements of an elevator pitch. Registration is encouraged and there is no attendance fee for this event.

    The goal of the XPX Emerging Professionals group is to connect like-minded, career driven and entrepreneurial individuals who are early in their career by providing networking and learning opportunities that are in line with the XPX core principals. Invite a colleague or friend that you think will benefit from XPX!

    The Exit Planning Exchange (XPX) is a multi-disciplinary professional organization aimed at providing education and networking opportunities to those who service company owners. XPX member’s help owners build sustainable businesses and help them plan and execute successful exits.

    I look forward to meeting you!

    Nermin Avdic, XPX Chicago Emerging Professional Chair

    Our Speaker:

    James Klein
    President of Acrobat Marketing Solutions, Inc.

    James Klein created Acrobat because after three decades on the ever-changing front lines of marketing, he recognized that there was a need. And it wasn’t being filled.

    James observed that many enterprises— professional services and operating entities alike—often require a fresh, outside viewpoint to help define or confirm their assumptions, develop effective messages and introduce contemporary tactics leading to success. Attorneys as well as those tasked specifically to “sell” are normally very bright and very proficient at their profession, but they may never have learned the skills or taken the time to develop a marketing and business development approach that will allow them to define and reach goals.

    James has a B.A. from the University of Illinois and an Masters in Advertising and Marketing from Northwestern’s Medill School of Journalism.

  • February 03, 2021 1:05 PM | Cheryl Centeno (Administrator)

    Program produced by XPX Atlanta and North Fulton Business RadioX.

    The Exit Exchange Podcast, Episode 1:

    Interview with Mary Adams on North Fulton Business Radiox

  • January 26, 2021 4:57 PM | Cheryl Centeno (Administrator)

    Program produced by XPX San Antonio.

    Exit Planning Roadmap & Roles of

    Exit Planning Team Members

    Exit planning requires a professional advisory team, but “teams” win with a coordinated and focused effort around a common goal. Join us for a discussion of the roles of the planning team members, and how they can best serve their clients by coordinating their efforts.

    Our Speaker:

    John F. Dini, CMBA, CExP, CEPA

    Transition Strategies and Transaction Support, MPN, Inc. John develops transition and succession strategies that allow business owners to exit their companies on their own schedule. He is the founding President of the Exit Planning Exchange of San Antonio. He holds a Bachelor of Science degree in Accounting from Rutgers University, an MBA from Pepperdine University, and the Certified Exit Planner and Certified Exit Planning Advisor qualifications.

  • January 26, 2021 1:00 AM | Cheryl Centeno (Administrator)

    Program produced by XPX Philadelphia.

    Simulated Legal Negotiation 

    Please join us for this unique opportunity - Put yourself in the driver’s seat as you watch legal teams simulate the real-world of negotiating the deal including the good bad and the ugly. Watch as counsel for each of the seller and the buyer “face-off” in this action packed negotiation. Learn some secrets of the legal negotiating process and what goes on behind the scenes.  Our panel will include: Herb Fineburg (Seller), Joanne Murray (Buyer) and John Pauciulo (Moderator).

    Our panel comprises:  

    John Pauciulo Member - Eckert Seamans Cherin & Mellott

    John Pauciulo represents and advises clients with respect to corporate, securities, and real estate matters. John has extensive experience in structuring, negotiating, and documenting complex business transactions, including mergers and acquisitions, corporate finance transactions, real estate acquisition and development projects, and private placements of securities. John also advises clients in disputes among business owners including business divorce matters, buy-outs and freeze-outs.

    John is the chair of the firm’s Financial Transactions Group and is also a member of the firm’s Business Counseling and Regulated Substances groups.

    Herb Fineburg, Shareholder & Managing Partner, Philadelphia office at Offit Kurman, LLC

    Mr. Fineburg is recognized as one of Philadelphia's most respected business lawyers whose substantial knowledge of tax law provides clients with strategic and cost-saving benefits in connection with commercial transactions, taxation and wills, trusts and estates matters. Mr. Fineburg has assisted businesses and individuals with the organization of their finances, business and real estate affairs, and the structure of their assets A graduate of Washington University, Mr. Fineburg received his law degree from the University of Missouri and a Master of Laws in Taxation (LL.M) from the New York University School of Law, Graduate Division.  

    Joanne Murray, Partner - Antheil Maslow & MacMinn, LLP

    Joanne helps to guide entrepreneurs and closely-held businesses through the new entity formation process and to structure, negotiate and implement business transactions such as asset and stock acquisitions, mergers, financing transactions, real estate purchases and leases, and business separations. She also assists her business and nonprofit clients with negotiating a wide range of contracts, such as software licenses, consulting agreements, employment agreements and non-disclosure agreements. She works with business owners to develop, document and implement their business succession plans, including preparing buy-sell, partnership and LLC agreements.

  • January 20, 2021 7:40 PM | Cheryl Centeno (Administrator)

    Program produced by XPX New Jersey and XPX New York.

    Learnings from 2020 and the Pandemic: An XPX Community Sharing of Takeaways

    XPX meeting attendees are an extraordinary, knowledgeable, and varied group of individuals that come from a diverse professional community. All weathered a challenging year in 2020. Our goal for this meeting, that kicks off the 2021 calendar year, is to accomplish two things: share our learnings that grew out of the trials and tribulations resulting from the Covid-19 incursion and spend some breakout as well as group time together sharing same and learning a bit more about each other.

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