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

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…

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Founding Sponsors

Annual Sponsors

Community

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
05
Mar
Tue, Mar 5th, 2024 ⋅ 8:00am - 9:45am (CST)
Park City Club: 5956 Sherry Lane, Suite 1700, Dallas, TX 75225
14
Mar
Virtual access
Thu, Mar 14th, 2024 ⋅ 9:50am - 11:00am (EST)
Virtual - you'll receive login info upon registration
04
Apr
Thu, Apr 4th, 2024 ⋅ 8:00am - 9:45am (CST)
Park City Club: 5956 Sherry Lane, Suite 1700, Dallas, TX 75225
07
May
Tue, May 7th, 2024 ⋅ 8:00am - 9:45am (CST)
Park City Club: 5956 Sherry Lane, Suite 1700, Dallas, TX 75225
04
Jun
Tue, Jun 4th, 2024 ⋅ 8:00am - 9:45am (CST)
Park City Club: 5956 Sherry Lane, Suite 1700, Dallas, TX 75225

Our Members

Agency Managing Director of Business & Estate Planning
Bluecrest FA
Senior Vice President
First United Bank
Founder
360 Consulting
Managing Director
Telos Capital Advisors, LLC
CEO
DBG Advisors

Why I'm an XPX Member