XPX Dallas Has Made a Great Launch!
We are actively developing our XPX Dallas chapter. Click to apply here as a Member.
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
Values
- 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
Get the Latest News
The Latest News – XPX Dallas
Latest – XPX Dallas
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…
If you don’t, how can you accurately evaluate the financial impact of a partnership? Most business owners have no idea what their number is, or how to find it. Do you?
Many small business owners haven’t taken the time to decide how to exit their business. Let alone, have they decided what to do in case of an emergent, unplanned exit. Exit planning for small business owners can be challenging and a bit scary, so let’s take some of the mystery out of it. Warning: this…
Chapter Events
Founding Sponsors
Annual Sponsors
