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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…


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

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Branscomb Law
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Minerva Valuations
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Westlake Securities

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