Put The Power of XPX Membership to Work For You - and Your Clients

The Exit Planning Exchange –  XPX Dallas 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.

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

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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…

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Founding Sponsors

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Community

Upcoming Chapter Events

04
Apr
Tue, Apr 4th, 2023 ⋅ 7:30am - 9:30am (CDT)
Park City Club: 5956 Sherry Lane, Suite 1700, Dallas, TX 75225
06
Apr
Virtual access
Thu, Apr 6th, 2023 ⋅ 9:50am - 11:00am (EDT)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
11
Apr
Virtual access
Tue, Apr 11th, 2023 ⋅ 4:50pm - 6:00pm (EDT)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
26
Apr
Virtual access
Wed, Apr 26th, 2023 ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
02
May
Tue, May 2nd, 2023 ⋅ 7:30am - 9:30am (CDT)
Park City Club: 5956 Sherry Lane, Suite 1700, Dallas, TX 75225
06
Jun
Tue, Jun 6th, 2023 ⋅ 7:30am - 9:30am (CDT)
Park City Club: 5956 Sherry Lane, Suite 1700, Dallas, TX 75225

Our Members

Sr. Wealth Strategist - Certified Exit Planning Advisor
The Northern Trust
Vice President, Financial Advisor
BNY Mellon Wealth Management
Portfolio Manager
RGT Wealth Advisors
CEO
Final Ascent LLC
Certified Business Performance Advisor
Insperity

Why I'm an XPX Member