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Inaugural Meeting: Case Study Overview
XPX Dallas: Who We Are
Vision
Ensure the long-term success of companies in the heart of our local middle market to benefit:
- Company owners
- Their businesses
- Their stakeholders
- Our local economy
Mission
- Gather trusted advisors who work in the heart of the middle market
- Create experiences where they can share their expertise to learn from and about each other
- Encourage collaboration among them
- Develop a lasting collaborative ecosystem that supports our local economy
Mission
- Put the Client First
- Work Collaboratively
- Think Long Term
- Consider the Human Angle
- Always be Learning
Advisor Professions
Accountants
Attorneys
Bankers
Coaches
Consultants
Insurance Providers
Investors
M&A Intermediaries
Non-Profits
Valuators
Virtual managers
Wealth Planners
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The Latest News – XPX Dallas
Latest – XPX Dallas
THE CRITICAL QUESTION FOR BUSINESS OWNERS: DEFINING SUCCESS – WHY ARE YOU ON THIS ROAD? By Ladd Hirsch on April 15, 2024 “If you don’t know where you’re going, any road will take you there.” — From Alice’s conversation with Cheshire Cat from Lewis Carroll’s Alice in Wonderland For business owners intently focused on growing their…
Jason Moore and Haley Devlin were running Stratasan on EOS and were stuck. They had hit the ceiling and were no longer making progress. In early 2021 they decided to move beyond EOS, and began working with a System & Soul coach to focus more on their people, their culture, and their organizational habits. They…
Small actions yield tremendous results. SUMMi7 is hosting an event next week for Medium-Sized Business Owners on March 30 in Plano, and you’re invited! If you’re not in the Dallas region and would like to attend, please DM us, and we can explore if a virtual experience is right for you. The topic for this…
Does your culture support executing your strategy? Get your team on the same page with this killer template: http://leanleadersinc-21416887.hs-sites.com/the-simplest-template-for-a-killer-strategy
When your business owner client decides to sell, there’s a unique, uncommon opportunity for you as a wealth manager to provide an incredibly valuable service to your clients while also growing your assets under management. As a wealth manager, you play a critical role in the lives of your clients. It’s not a stretch to…
A recent report says that businesses who utilize a mentor(s) have a 70% greater chance of surviving beyond 5 years than those who don’t. This seems intuitive, yet why do so many entrepreneurial owners not employ this strategy? All of us when we started in business didn’t know what we didn’t know but today it…
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Chapter Events
Founding Sponsors
You want to learn value building using technology and flawless execution of digital transformation strategies
Client needs to prepare for sale, needs funding, needs financials ready for quality of earnings
a CEO is frustrated that growth has stalled and is unclear how their sales and marketing efforts are performing
No matter how successful your business is, one of two things will happen to your organization. You're either going to experience growth so great it will outstrip your control or you will hit a ceiling you can't breakthrough.
You want high level expertise using life insurance in business and estate planning situations
you have a client with people problems (hiring, performance issues, leadership development)
Someone needs a solution focused business lawyer, particularly regarding M&A, capital raising, employment dispute, business dispute.
You have a business owner client that expresses an interest in de-risking their position in their company or could use help with succession planning.
A middle-market business owner would like to sell their company in 12 to 24 months, and they're not prepared to go to market.
you are seeking financing to buy our sell a business.
you need any commercial banking services from any commercial loan product to cash management services.
there is evidence of a need for financial/banking/risk mitigation strategic or tactical advice
you'd like to see more profits through Artificial Intelligence and Better Operations
You want to attract, retain, and maintain top level talent. You are looking for help with risk mitigation, or you value the bottom line increase that comes with long term cost containment.
you need an CPA firm resource for your accounting needs!
you need a fractional CFO focused on growth and integration of EOS
Financial Due Diligence (buy side & sell side transactions)
Sales growth, sales training, sales hiring, outsourced sales leadership
You need help with cost reduction, revenue growth, strategic/organizational improvement and system transformation
Annual Sponsors
you need an CPA firm resource for your accounting needs!
You need help with cost reduction, revenue growth, strategic/organizational improvement and system transformation
Client needs to prepare for sale, needs funding, needs financials ready for quality of earnings