Put The Power of XPX Membership to Work For You - and Your Clients

The Exit Planning Exchange –  XPX Austin 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 their communities.

Exit Planning Exchange Austin Has Made a Great Launch!

Welcome to the XPX Austin! We are actively recruiting new members and sponsors. Feel free to contact Allen Bertin or Philip Siebel for more information.

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The Latest News – XPX Austin

Latest – XPX Austin

Hello XPX! If you or your Middle Market clients are not happy with their current banking relationship, I’m happy to discuss anything from solving day-to-day problems to complete acquisition financing.  Comerica is the largest bank headquarter in Texas.  We take a holistic business approach, always putting our customers and our community first, and providing our…

Businesses spend thousands of dollars a year on software and SaaS system purchases and upgrades, yet continue to fall into the familiar trap of immediately signing pre-printed or online “form” license agreements designed to protect the vendor, not the purchaser.  Some of these “form” agreements are non-negotiable but many can be modified upon request.  From…

90%-No sales process! It’s everyone for themselves at a lot of companies. Each person conducting trial and error, and nothing gets written down. No way to forecast, no way to determine a repeatable process, no way to determine a failing process. Just endless, random acts of commercial theater until time or the cash runs out….

In this video, I discuss the impact of developing a strategy for the sales team with the Fractional VP of Sales. “Independence” shouldn’t mean doing your own thing for your self-satisfaction. Get started on your sales action plan today by taking my quick 10 question assessment link here: https://salesxceleration.com/sales-agility-assessment/?locationid=23454508 #salesstrategy #focus #StopRandomActsofSales #rankprospects #rankcustomers www.cleardirectionsd.com

In this video, I summarize why a Fractional VP Of Sales is often the best choice for a business in transition. Businesses from $3M-$75m often encounter a “Gap” they have to address before they can leap to the “next level”. This will require professionalizing the sales team by removing or elevating the current leadership from…

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Chapter Events

Thu, Mar 30th, 2023 ⋅ 5:00pm - 6:30pm (CDT)
Wed, Apr 19th, 2023 ⋅ 11:30am - 1:00pm (CDT)
Thu, May 18th, 2023 ⋅ 5:00pm - 6:30pm (CDT)
Wed, Jun 21st, 2023 ⋅ 11:30am - 1:00pm (CDT)

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Upcoming Chapter Events

22
Mar
Virtual access
Wed, Mar 22nd, 2023 ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
30
Mar
Thu, Mar 30th, 2023 ⋅ 5:00pm - 6:30pm (CDT)
Lazarus Brewing Company – 4803 Airport Blvd, Austin, TX 78751
06
Apr
Virtual access
Thu, Apr 6th, 2023 ⋅ 10:00am - 11:00am (EDT)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
11
Apr
Virtual access
Tue, Apr 11th, 2023 ⋅ 5:00pm - 6:00pm (EDT)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
19
Apr
Wed, Apr 19th, 2023 ⋅ 11:30am - 1:00pm (CDT)
Indeed Tower Conference Center 200 West 6th Street Floor C Austin, TX 78701
18
May
Thu, May 18th, 2023 ⋅ 5:00pm - 6:30pm (CDT)
TBD

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Branscomb Law
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Advanced Benefit Solutions
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Atchley & Associates, LLP
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Minerva Valuations
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Westlake Securities

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