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 Brad Mayer or Blair Morrison 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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Upcoming Chapter Events

28
Feb
Virtual access
Wed, Feb 28th, 2024 ⋅ 10:50am - 11:30am (EST)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
29
Feb
Thu, Feb 29th, 2024 ⋅ 11:30am - 1:00pm (CST)
Indeed Tower Conference Center 200 West 6th Street Floor C Austin, TX 78701
14
Mar
Virtual access
Thu, Mar 14th, 2024 ⋅ 9:50am - 11:00am (EST)
Virtual - you'll receive login info upon registration
20
Mar
Wed, Mar 20th, 2024 ⋅ 11:30am - 1:00pm (CST)
Indeed Tower Conference Center 200 West 6th Street Floor C Austin, TX 78701
22
May
Wed, May 22nd, 2024 ⋅ 11:30am - 1:00pm (CST)
Indeed Tower Conference Center 200 West 6th Street Floor C Austin, TX 78701

Our Members

Lead Advisor
Venturi Private Wealth
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Austin Wealth Management
Senior Private Client Advisor
Texas Capital Bank
Managing Director
Balcones Advisory
CEO, Fractional CFO
AutoCFO

Why I'm an XPX Member