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.
Advisor Professions
Accountants
Attorneys
Bankers
Coaches
Consultants
Insurance Providers
Investors
M&A Intermediaries
Non-Profits
Valuators
Virtual managers
Wealth Planners
Get the Latest News
The Latest News – XPX Austin
Latest – XPX Austin
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
Annual Sponsors
512-426-9780
An opportunity arises to engage a wealth management team that can guide you on maximizing the value of your business, advise you through the transition, and design a wealth management strategy to preserve your legacy.
Founding Sponsors
You need guidance on how to plan for your financial future as a result of a potential liquidity event.
A business owner is evaluating selling his or her business.
Clients have needs to be addressed in an exit plan that involve life insurance.
Estate and business planning, taxation and estate and trust administration for high net worth individuals, executives and business owners.
A company is considering an sale and needs to verify their accounting is accurate and reflects the reality of their business
As a Certified EOS Implementer™, I help leadership teams of growth-oriented companies gain traction so that they systematically and permanently improve.
You have questions about Federal or state tax planning or compliance, business valuations, entity structuring or mergers and acquisitions.
You need a business or equity valuation for corporate planning (409a/PPA/etc.), estate planning, or other purposes
Working with a business owner who is considering selling their lower middle market company or is interested in growing inorganically through an acquisition.
Anytime
Please call me when you need investment management or wealth planning advice, including portfolio structure, asset allocation, manager selection, tax planning for selling a business.
Classically-trained commercial banker who will serve your clients the way you do - with purpose and passion
You have a client whose company is institutionally backed and needs help communicating with their board, preparing to sell their business or preparing internal processes for rapid growth and scaling.
You have a need for holistic wealth planning and investment management before and after an exit.
You need corporate legal assistance and are contemplating raising capital for an operating company, investing in an operating company (private equity or venture capital) or selling or buying a business.
You know an owner or executive of a privately held company in need of legal assistance in forming, growing or selling his or her business.
Community
Upcoming Chapter Events
Our Members
