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

The Exit Planning Exchange –  XPX Dallas Chapter is a local nonprofit association of diverse professional advisors collaborating 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

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?

Previous
Next

Founding Sponsors

Annual Sponsors

Community

Upcoming Chapter Events

27
Jul
Wed, Jul 27th, 2022 10:50am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
01
Aug
Mon, Aug 1st, 2022 (EDT)
Your Group Leader Will Reach Out to Set a Date / Time to meet

Our Members

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

Why I'm an XPX Member