XPX Dallas Has Made a Great Launch!
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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
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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…
Have you ever heard a service provider say something like “We do everything that X company does, but for less money”? Have you wondered how true that statement is? Watch to find out more.
Chapter Events
Founding Sponsors
Sales growth, sales training, sales hiring, outsourced sales leadership
A middle-market business owner would like to sell their company in 12 to 24 months, and they're not prepared to go to market.
There is evidence of a need for financial/banking/risk mitigation strategic or tactical advice
You have a client with people problems (hiring, performance issues, leadership development)
Someone needs a solution focused business lawyer, particularly regarding M&A, capital raising, employment dispute, business dispute.
You'd like to see more profits through Artificial Intelligence and Better Operations
You want to learn value building using technology and flawless execution of digital transformation strategies
You need any commercial banking services from any commercial loan product to cash management services.
Financial Due Diligence (buy side & sell side transactions)
No matter how successful your business is, one of two things will happen to your organization. You're either going to experience growth so great it will outstrip your control or you will hit a ceiling you can't breakthrough.
Anytime
A CEO is frustrated that growth has stalled and is unclear how their sales and marketing efforts are performing
You have a business owner client that expresses an interest in de-risking their position in their company or could use help with succession planning.
You want high level expertise using life insurance in business and estate planning situations
You want to attract, retain, and maintain top level talent. You are looking for help with risk mitigation, or you value the bottom line increase that comes with long term cost containment.
Annual Sponsors
Client needs to prepare for sale, needs funding, needs financials ready for quality of earnings
We help leaders find the right talent for their growing organizations every single time, with custom talent searches.
You need a fractional CFO focused on growth and integration of EOS
You need an CPA firm resource for your accounting needs!
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