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

Keren Shamay of Insperity is a member of XPX Dallas
Insperity 8 months ago

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?

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Community

Upcoming Chapter Events

28
Dec
Virtual access
Wed, Dec 28th, 2022 10:50am (EST)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
01
Jan
Sun, Jan 1st, 2023 (EST)
Your Group Leader Will Reach Out to Set a Date / Time to meet
10
Jan
Tue, Jan 10th, 2023 7:30am (CST)
Park City Club: 5956 Sherry Lane, Suite 1700, Dallas, TX 75225
07
Feb
Tue, Feb 7th, 2023 7:30am (CST)
Park City Club: 5956 Sherry Lane, Suite 1700, Dallas, TX 75225
07
Mar
Tue, Mar 7th, 2023 7:30am (CST)
Park City Club: 5956 Sherry Lane, Suite 1700, Dallas, TX 75225
04
Apr
Tue, Apr 4th, 2023 7:30am (CST)
Park City Club: 5956 Sherry Lane, Suite 1700, Dallas, TX 75225

Our Members

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

Why I'm an XPX Member