?????? ?????????????? ?????????????? ?????? ?????????????????? ???? ?????????? ?????? ???????? ???? ?? ???????? ???????????????????? ????????. All members are invited to gather in the Corleone Room at Maggiano's to eat, drink, and merrily mingle with our fellow business advisor professionals. ?????? ?????? ?????? ?????? ?????????????? - ???????? ???????? ???? ?????? ???????? ????????’?? ?????????????? ???????????? ???? ???????? ???????????????? - ?????????????? ?????? ???????????????????????? ???????? ??????????.?Last year's special holiday event was a blast for all who attended, filled with warm, cozy, and collaborative cheer. ?????????? ?????? ?????????????? ?????????????? ???????????? ????????: Thursday, December 12 ????????: 6 pm – 8 pm (EST) ??????????: Maggiano’s Little Italy (Perimeter Mall)- Corleone Room ??????????????: 4400 Ashford-Dunwoody Rd, Dunwoody GA ???????????? ???????????????? ???? ?????? ???????? ???? ???????? ????. The XPX Social team has been busy planning this event, and an accurate headcount is needed to finalize all their efforts! (Please remind any members you see to register as well.) ???????????????? ???????? (?????? ?????????????????? ????????): https://lnkd.in/eZBsyqTG ?????? ???? ?????? ?????? ????????????? If you're an advisor to business owners and want to be a part of the professional community that's changing the trajectory of exit planning in Atlanta, you can join online at this link: https://lnkd.in/gEmdF6Xw #xpxatlanta #xpxholidaysocial #exitplanningexchange #xpxatlantamembers
XPX Atlanta
金融服务
Atlanta,Georgia 463 位关注者
Changing the Trajectory of Exit Planning Services in the Southeast.
关于我们
The Exit Planning Exchange Atlanta Chapter is a community of trusted advisors that collaborate to help their private company clients build business value, transfer ownership, and create a legacy of success in their lives and communities. Our members work with business owners in all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy. VISION XPX Atlanta is fundamentally changing the trajectory of exit planning services in the Southeast United States. MISSION XPX Atlanta delivers a collaborative-based networking exchange, broad representation of exit planning competencies, and a bridge spanning value-building, value transfer, and life-legacy for business owners. VALUES Work Collaboratively Put the Client First Think Long Term Consider the Human Angle Always be Learning
- 网站
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https://exitplanningexchange.com/atlanta
XPX Atlanta的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Atlanta,Georgia
- 创立
- 2018
动态
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?????? ?????????????? ?????????????? ?????? ?????????????????? ???? ?????????? ?????? ???????? ???? ?? ???????? ???????????????????? ????????. All members are invited to gather in the Corleone Room at Maggiano's to eat, drink, and merrily mingle with our fellow business advisor professionals. ?????? ?????? ?????? ?????? ?????????????? - ???????? ???????? ???? ?????? ???????? ????????’?? ?????????????? ???????????? ???? ???????? ???????????????? - ?????????????? ?????? ???????????????????????? ???????? ??????????.?Last year's special holiday event was a blast for all who attended, filled with warm, cozy, and collaborative cheer. ?????????? ?????? ?????????????? ?????????????? ???????????? ????????: Thursday, December 12? ????????: 6 pm – 8 pm (EST) ??????????: Maggiano’s Little Italy (Perimeter Mall)- Corleone Room ??????????????: 4400 Ashford-Dunwoody Rd, Dunwoody GA ???????????? ???????????????? ???? ?????? ???????? ???? ???????? ????. The XPX Social team has been busy planning this event, and an accurate headcount is needed to finalize all their efforts! (Please remind any members you see to register as well.)?? ???????????????? ???????? (?????? ?????????????????? ????????): https://lnkd.in/eZBsyqTG ?????? ???? ?????? ?????? ????????????? If you're an advisor to business owners and want to be a part of the professional community that's changing the trajectory of exit planning in Atlanta.? ???????? ???? ???????????????? ???????? ???? ?????????????? ?????? ???????? ???????????????????? ???????? ???? ???? ???????????? ???????????????????? ?????? ?????? ?????????? ???? ???? ???????????? (contact David at [email protected] to register for this deal). #xpxatlanta #xpxholidaysocial?#exitplanningexchange #xpxatlantamembers?
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Trusted Advisors - get ready for the most Exit-focused learning, networking, and relationship-building you can fit into one day. ???????? ?????? ???????? is Thursday, November 14, and will be an incredibly valuable event for trusted advisors looking for bigger, better, more innovative ways to build and grow their own business and deliver successful exits for their business owner clients. ???????????????? ??????: https://lnkd.in/e_wGtEfq This amazing lineup of EXIT XPO sessions features a keynote by Alex Mammen, Managing Partner at Heritage Growth Partners LLC, ????????-???????? ?????????? ???? ?????? ??????-???????????? — an illuminating report on current economic and market indicators that matter most to your business owner clients on the path to exit. ???????? ???????? ??????! Learn more, Plan your Six sessions to attend from the full menu of 18 exit-focused EXIT XPO sessions, and get all the details at: https://lnkd.in/e_wGtEfq ?? A special shout-out to our TiE Atlanta friends, ATD Greater Atlanta, and Metro Atlanta Veterans' Chamber of Commerce friends: join us on November 14 and get your alliance partner discount! https://tieatlanta.org/, https://atdatlanta.org/, https://atlvcc.org/ #carabarineau #bluemarblevideo #xpxatlanta #exitxpo #exitplanningexchange #businessownersexit #exitstrategy #sponsorship #sponsors #xpxatlantaconference #mergersandacquistions #ESOPs #executivefinancialservices #corbetcapitaladvisors #nericapitalpartners #bradley #execfin #summitos
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?? ?? ?????????? ?? ???????? ?????????? ?????? ??????????????'?? ?????????????????? ???????? ?????? ???????? ?? Are you in ?????????????? & ???????????????????????? ???????? ???????????????? ?????????? ???????????????? ... and looking to elevate your exit game? ???????? ???????? ?????? ???? ?????? ??????! Join us on ???????????????? ????, ????????, ???? ?????? ???????? ???????????????? ???????????? for a day of valuable insights and networking. ??You can learn more about the ???? ????????????????-????????, ????????-?????????????? ???????? ?????? ????????????????, how to register, and all the details you need at: https://lnkd.in/e_wGtEfq ?? A special shout-out to our TiE Atlanta friends, ATD Greater Atlanta, and Metro Atlanta Veterans' Chamber of Commerce friends: join us on November 14 and get your alliance partner discount! https://tieatlanta.org/, https://atdatlanta.org/, https://atlvcc.org/ #xpxatlanta #exitplanningexchange #businessownersexit #exitplanningstrategy #exitxpo #xpxatlantaconference #tieatlanta #atdgreateratlanta #metroatlantaveteranschamberofcommerce #executivefinancialservices #corbetcapitaladvisors #bluemarblevideo #nericapitalpartners #bradley #mergersandacquisitions #MandA #exitstrategy #valuebuilding #summitos
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?????? ?????????????? ?????????????????? ???? ????????! Say hello to our newest members: Ted Richardson, Steven Hutchison, Cathryn Marshall, Frank Thomas, ME, David D. Doerrier, and Dave Elder, CFP?, CEPA. We look forward to seeing you all at our XPX monthly programs and social get-togethers, connecting in our Power of Five virtual meetings, and collaborating with our trusted network of XPX advisors. XPX Atlanta monthly lunch programs are held at the Buckhead Club. Join us on ??????????????, ?????????????? ????, ????????, ???? ???? ???? for a presentation on the ???????? ???????????????? ??????????????, presented by the Federal Reserve Bank of Atlanta.??Registration will be open in December: https://lnkd.in/eUdfcRSb Are you curious about our unique approach to business growth? Want to learn how XPX Atlanta can help you grow your business? Join us on ???????? ?????? ???????????????????? ?????? and discover the XPX way.? The next Experience XPX is on Thursday, ???????????????? ????, ???? ??:???? ????. Register here: https://lnkd.in/ekx2YuUp The inaugural ?????? ?????????????? ????????????????????, ???????? ??????, is a full-day event at the ???????? ???????????????? ???????????? ???? ???????????????? ????????. Register at this link: https://lnkd.in/gRKatSsU Remember to join us for our ?????? ?????????????? ?????????????? ???????? ?????????????? ???????????? at Maggiano's Little Italy on ???????????????? ???????? ?????????????? ??-?? ????.?Register at this link: https://lnkd.in/eZBsyqTG #xpxatlanta #exitplanning #businessleaders #exitstrategy #xpxatlantamembers #exitplanningexchange
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Trusted Advisors - get ready for the most Exit-focused learning, networking, and relationship-building you can fit into one day. ???????? ?????? ???????? is next Thursday, November 14, and will be an incredibly valuable event for trusted advisors looking for bigger, better, more innovative ways to build and grow their own business and deliver successful exits for their business owner clients. ???????????????? ??????: https://lnkd.in/e_wGtEfq This amazing lineup of EXIT XPO sessions features a keynote by Alex Mammen, Managing Partner at Heritage Growth Partners LLC, ????????-???????? ?????????? ???? ?????? ??????-???????????? — an illuminating report on current economic and market indicators that matter most to your business owner clients on the path to exit.? ???????? ???????? ??????! Learn more, Plan your Six sessions to attend from the full menu of 18 exit-focused EXIT XPO sessions, and get all the details at: https://lnkd.in/e_wGtEfq ?? A special shout-out to our TiE Atlanta friends, ATD Greater Atlanta, and Metro Atlanta Veterans' Chamber of Commerce friends: join us on November 14 and get your alliance partner discount! https://tieatlanta.org/, https://atdatlanta.org/, https://atlvcc.org/ #carabarineau?#bluemarblevideo #xpxatlanta #exitxpo #exitplanningexchange #businessownersexit #exitstrategy #sponsorship #sponsors #xpxatlantaconference #mergersandacquistions #ESOPs?#executivefinancialservices #corbetcapitaladvisors?#nericapitalpartners #bradley?#execfin?#summitos
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Business advisors – it’s about to get real. We all know market uncertainty has paused many exit deal discussions. And no matter the outcome, the post-election business deal flow will chart a new trajectory. What will it be? How does a professional advisor stay informed on real economic factors that matter? ???????? ???? ???? ???????? ?????? ???????? ?????? ???????? ???????????????? ?????????? ?????????????? ???????????????????????? from Alex Mammen, Managing Partner at Heritage Growth Partners LLC ????????-???????? ?????????? ???? ?????? ??????-???????????? ?????????????? ???????????????? ?????? ???????????? ????????????????????, ?????? ???????????????????????? ???? ???????????????? ???????????? ???? ?????? ???????? ???? ???????? ???????? ?????? ?????????????? - ???????? ???????????????? ???????????? - ???????????????? ???? ???? ????:???? ???? Get informed and up-to-speed with this real-time, mid-market report on the economic and market indicators that matter to your business owner clients approaching exit. Understand the true considerations and options so you can advise based on where the market is going, not where it’s been. Alex Mammen will walk you through up-to-date economic indicator data – employee and consumer strength and savings, interest rates, M&A market volume, and capital transactions. As important, he’ll help you reconcile what the data says vs. what owners think. ??You can learn more about this ????????-???????? ?????????? ???? ?????? ??????-???????????? ??????????????,?the 18 learning-rich, exit-focused EXIT XPO sessions, how to register, and all the details you need at: https://lnkd.in/e_wGtEfq ?? A special shout-out to our TiE Atlanta friends, ATD Greater Atlanta, and Metro Atlanta Veterans' Chamber of Commerce friends: join us on November 14 and get your alliance partner discount! https://tieatlanta.org/, https://atdatlanta.org/, https://atlvcc.org/ #xpxatlanta #exitxpo #exitplanningexchange #businessownersexit #exitstrategy #sponsorship #sponsors #xpxatlantaconference #mergersandacquistions #ESOPs?#executivefinancialservices #corbetcapitaladvisors?#erictogneri #nericapitalpartners #bradley #execfin?#kellyfinnell?#stephenopler?#robdouglass?#stevepreda?#summitos #carabarineau?#bluemarblevideo
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Thank you John Ray and Joe Noonan, great episode.
???????????????? ?? ???????????????? ?????????????? ???????????????????????? In this episode of ?????? ???????? ????????????????, Joe Noonan joins host John Ray to offer a reprise of the story he shared during a recent XPX Atlanta lunch session on building a business through serial acquisitions. They discuss Joe’s evolution from co-owning a printing company to becoming a successful Proforma franchise owner. Key points include strategies for effective business acquisitions, the impact of choosing the right partners, and leveraging business resources like brokers and wealth advisors. Joe also emphasizes the importance of maintaining strong customer relationships and the role of expert coaching in avoiding common business pitfalls. Highlights include personalized acquisition tactics, strategic pricing, and the collaborative support available through XPX Atlanta. You can find the show on all the major podcast apps, or at https://lnkd.in/ex8ZAcaV. ?????? ???????? ???????????????? is presented by XPX Atlanta, where Atlanta's best advisors collaborate and share expertise to guide their business owner clients through all stages of business growth...and toward a more successful exit. John Ray is the host of ?????? ???????? ????????????????, and John Ray and the Business RadioX? - North Fulton team are responsible for the show's production. John Ray and Business RadioX-North Fulton are Gold Sponsors of XPX Atlanta. #acquisitions #m&a #management #buildingabusiness ?#theexitexchange XPX - Exit Planning Exchange
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?? ?? ?? ???????? ??????????-?????? ???? ?????? ???????? ?????? ???????? ????????????????????!? Please stop by to see all these amazing Exhibitors and learn about their services when you attend ???????? ?????? ???????? ???? ???????????????? ????. David D. Doerrier - Present Your Way To Success! Samantha Holowka, CFP?, CLU?, RICP? - Northwestern Mutual Amy Sulka - Sandler by Sales Sellutions360 John Roughen, CWS - Bison Wealth, LLC Cara Barineau - Blue Marble Video Eric Togneri - Neri Capital Partners Steve Preda - Summit OS ??Join us on ???????????????? ????, ????????, ???? ?????? ???????? ???????????????? ???????????? for a day of valuable insights and networking. You can learn more about the ???? ????????????????-????????, ????????-?????????????? ???????? ?????? ????????????????, how to register, and all the details you need at: https://lnkd.in/e_wGtEfq ?? A special shout-out to our TiE Atlanta friends, ATD Greater Atlanta, and Metro Atlanta Veterans' Chamber of Commerce friends: join us on November 14 and get your alliance partner discount! https://tieatlanta.org/, https://atdatlanta.org/, https://atlvcc.org/ #xpxatlanta #exitplanningexchange #businessownersexit #exitplanningstrategy #exitxpo #xpxatlantaconference #tieatlanta #atdgreateratlanta #metroatlantaveteranschamberofcommerce #mergersandacquisitions #M&A #exitstrategy #value building #daviddoerrier #presentyourwaytosuccess #samanthaholowka #northwesternmutual #amysulka #sandlersalessellutions360 #johnroughen #bisonwealth #carabarineau #bluemarblevideo #erictogneri #nericapitalpartners #stevepreda #summitos
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?????????????? ???????? ?????????? ???? ?????? ?????? ??????'?? ???????? ?????? ???????? ???? ???????????????? ?? ???????????? ??????????????. As a sponsor, you’ll connect with Atlanta's top professional advisors, gain extensive exposure, and enjoy VIP perks from day one. Join us and be part of our promotional campaign for ???????? ?????? ???? ???????????????? ???????? ???? ?????? ???????? ???????????????? ????????????. To become a sponsor, please contact David Shavzin at: [email protected] ??You can learn more about the ???? ????????????????-????????, ????????-?????????????? ???????? ?????? ????????????????, how to register, and all the details you need at: https://lnkd.in/e_wGtEfq ?? A special shout-out to our TiE Atlanta friends, ATD Greater Atlanta, and Metro Atlanta Veterans' Chamber of Commerce friends: join us on November 14 and get your alliance partner discount! https://tieatlanta.org/, https://atdatlanta.org/, https://atlvcc.org/ #carabarineau #bluemarblevideo #xpxatlanta #exitxpo #exitplanningexchange #businessownersexit #exitstrategy #sponsorship #sponsors #xpxatlantaconference #mergersandacquistions #ESOPs #executivefinancialservices #corbetcapitaladvisors #nericapitalpartners #bradley #execfin