At XPX, learning and networking go hand in hand
XPX Dallas promotes peer learning, networking and visibility for our members, while creating an environment that fosters collaboration on behalf of our clients. Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy.
Upcoming Events
Past Events
Contact & Connect
Chapter Events
Founding Sponsors
![](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/lgt_horiz_new_color-1024x441.png)
you need an CPA firm resource for your accounting needs!
![C-Suite Support](https://www.exitplanningexchange.com/wp-content/uploads/2022/07/LOGO-5-Shadow-1-1024x567.jpg)
![C-Suite Support](https://www.exitplanningexchange.com/wp-content/uploads/2022/07/LOGO-5-Shadow-1-1024x567.jpg)
![C-Suite Support](https://www.exitplanningexchange.com/wp-content/uploads/2022/07/LOGO-5-Shadow-1-1024x567.jpg)
![C-Suite Support](https://www.exitplanningexchange.com/wp-content/uploads/2022/07/LOGO-5-Shadow-1-1024x567.jpg)
![C-Suite Support](https://www.exitplanningexchange.com/wp-content/uploads/2022/07/LOGO-5-Shadow-1-1024x567.jpg)
Client needs to prepare for sale, needs funding, needs financials ready for quality of earnings
![Talent Suite LLC](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/TalentSuite-UnlockingPeoplePerformance-1024x306.png)
![Talent Suite LLC](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/TalentSuite-UnlockingPeoplePerformance-1024x306.png)
![Talent Suite LLC](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/TalentSuite-UnlockingPeoplePerformance-1024x306.png)
you have a client with people problems (hiring, performance issues, leadership development)
![MOUS & The Institute of Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2022/10/Institute_Small-002.png)
![MOUS & The Institute of Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2022/10/Institute_Small-002.png)
![MOUS & The Institute of Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2022/10/Institute_Small-002.png)
![Frost Bank](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Frost-Logo_2021_Jan_Navy_Star-1024x256.jpg)
![Frost Bank](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Frost-Logo_2021_Jan_Navy_Star-1024x256.jpg)
![Frost Bank](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Frost-Logo_2021_Jan_Navy_Star-1024x256.jpg)
there is evidence of a need for financial/banking/risk mitigation strategic or tactical advice
![Chief Outsiders](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/CO_Corporate-Logo-2021_4C_HOR_TAG_FNL-1024x216.jpg)
![Chief Outsiders](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/CO_Corporate-Logo-2021_4C_HOR_TAG_FNL-1024x216.jpg)
![Chief Outsiders](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/CO_Corporate-Logo-2021_4C_HOR_TAG_FNL-1024x216.jpg)
a CEO is frustrated that growth has stalled and is unclear how their sales and marketing efforts are performing
you are seeking financing to buy our sell a business.
![Olimyam Partners LLC](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/FINALLOGO-1024x431.jpeg)
![Olimyam Partners LLC](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/FINALLOGO-1024x431.jpeg)
![Olimyam Partners LLC](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/FINALLOGO-1024x431.jpeg)
You want to learn value building using technology and flawless execution of digital transformation strategies
![Louder Co.](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Louder-Co-SVP-Logo-2-1024x581.png)
![Louder Co.](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Louder-Co-SVP-Logo-2-1024x581.png)
![Louder Co.](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Louder-Co-SVP-Logo-2-1024x581.png)
you'd like to see more profits through Artificial Intelligence and Better Operations
![360 Consulting](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/360_Logo-Website-1024x351.jpg)
![360 Consulting](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/360_Logo-Website-1024x351.jpg)
![360 Consulting](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/360_Logo-Website-1024x351.jpg)
Sales growth, sales training, sales hiring, outsourced sales leadership
![Final Ascent LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/10/Final-Ascent_logo_RGB-1024x213.jpg)
![Final Ascent LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/10/Final-Ascent_logo_RGB-1024x213.jpg)
![Final Ascent LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/10/Final-Ascent_logo_RGB-1024x213.jpg)
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.
![Insperity](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/CBPA-Logo.jpg)
![Insperity](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/CBPA-Logo.jpg)
![Insperity](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/CBPA-Logo.jpg)
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.
You need help with cost reduction, revenue growth, strategic/organizational improvement and system transformation
![Northaven Capital Partners](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Northhaven-1024x140.png)
![Northaven Capital Partners](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Northhaven-1024x140.png)
![Northaven Capital Partners](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Northhaven-1024x140.png)
![Mobius Financial Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Mobius_Logo_FullColor-002-1024x912.png)
![Mobius Financial Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Mobius_Logo_FullColor-002-1024x912.png)
![Mobius Financial Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Mobius_Logo_FullColor-002-1024x912.png)
You want high level expertise using life insurance in business and estate planning situations
![First United Bank](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/First-United.jpg)
![First United Bank](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/First-United.jpg)
![First United Bank](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/First-United.jpg)
![First United Bank](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/First-United.jpg)
![First United Bank](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/First-United.jpg)
![First United Bank](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/First-United.jpg)
you need any commercial banking services from any commercial loan product to cash management services.
![Baker Tilly US](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/BT-Logo-image-background-1024x503.jpg)
![Baker Tilly US](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/BT-Logo-image-background-1024x503.jpg)
![Baker Tilly US](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/BT-Logo-image-background-1024x503.jpg)
Financial Due Diligence (buy side & sell side transactions)
![The Northern Trust](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/NorthernTrust_Logo_LeftStack_RGB_green.jpg)
![The Northern Trust](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/NorthernTrust_Logo_LeftStack_RGB_green.jpg)
![The Northern Trust](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/NorthernTrust_Logo_LeftStack_RGB_green.jpg)
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.
![C-Suite Support](https://www.exitplanningexchange.com/wp-content/uploads/2022/11/CSuite-Condensed-copy.png)
![C-Suite Support](https://www.exitplanningexchange.com/wp-content/uploads/2022/11/CSuite-Condensed-copy.png)
![C-Suite Support](https://www.exitplanningexchange.com/wp-content/uploads/2022/11/CSuite-Condensed-copy.png)
you need a fractional CFO focused on growth and integration of EOS
![Bradley](https://www.exitplanningexchange.com/wp-content/uploads/2022/03/Bradley-Logo.jpg)
![Bradley](https://www.exitplanningexchange.com/wp-content/uploads/2022/03/Bradley-Logo.jpg)
![Bradley](https://www.exitplanningexchange.com/wp-content/uploads/2022/03/Bradley-Logo.jpg)
Someone needs a solution focused business lawyer, particularly regarding M&A, capital raising, employment dispute, business dispute.
![Live Oak Bank](https://www.exitplanningexchange.com/wp-content/uploads/2022/12/liveoak-secondarylogo-indigo-green-1024x493.jpg)
![Live Oak Bank](https://www.exitplanningexchange.com/wp-content/uploads/2022/12/liveoak-secondarylogo-indigo-green-1024x493.jpg)
![Live Oak Bank](https://www.exitplanningexchange.com/wp-content/uploads/2022/12/liveoak-secondarylogo-indigo-green-1024x493.jpg)
![System & Soul](https://www.exitplanningexchange.com/wp-content/uploads/2021/12/System-and-Soul-vector-source-08-1024x512.png)
![System & Soul](https://www.exitplanningexchange.com/wp-content/uploads/2021/12/System-and-Soul-vector-source-08-1024x512.png)
![System & Soul](https://www.exitplanningexchange.com/wp-content/uploads/2021/12/System-and-Soul-vector-source-08-1024x512.png)
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.
Annual Sponsors
![C-Suite Support](https://www.exitplanningexchange.com/wp-content/uploads/2022/07/LOGO-5-Shadow-1-1024x567.jpg)
![C-Suite Support](https://www.exitplanningexchange.com/wp-content/uploads/2022/07/LOGO-5-Shadow-1-1024x567.jpg)
![C-Suite Support](https://www.exitplanningexchange.com/wp-content/uploads/2022/07/LOGO-5-Shadow-1-1024x567.jpg)
![C-Suite Support](https://www.exitplanningexchange.com/wp-content/uploads/2022/07/LOGO-5-Shadow-1-1024x567.jpg)
![C-Suite Support](https://www.exitplanningexchange.com/wp-content/uploads/2022/07/LOGO-5-Shadow-1-1024x567.jpg)
Client needs to prepare for sale, needs funding, needs financials ready for quality of earnings
You need help with cost reduction, revenue growth, strategic/organizational improvement and system transformation
![](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/lgt_horiz_new_color-1024x441.png)
![](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/lgt_horiz_new_color-1024x441.png)
![](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/lgt_horiz_new_color-1024x441.png)
![](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/lgt_horiz_new_color-1024x441.png)
![](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/lgt_horiz_new_color-1024x441.png)
you need an CPA firm resource for your accounting needs!