Giving Back To Our Community
Our leaders demonstrate their dedication to the XPX mission and our local community by pitching in to ensure we have the best people in the room sharing the best content. They are role models for the kind of collaboration and long-term thinking that our members value. Please reach out to any of our leaders to learn how you too can gain visibility and influence as a volunteer for our chapter.
Leader Directory
![Jeff Laceky of Frost Bank is a member of XPX Dallas](https://www.exitplanningexchange.com/wp-content/uploads/2022/01/Laceky-Pic-Jan-2022.jpg)
Call Me When... there is evidence of a need for financial/banking/risk mitigation strategic or tactical advice
![Justin Krebbs of First United Bank is a member of XPX Dallas](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Justin-Krebbs-headshot-300x300.jpg)
Call Me When... you need any commercial banking services from any commercial loan product to cash management services.
![Keren Shamay of Insperity is a member of XPX Dallas](https://www.exitplanningexchange.com/wp-content/uploads/2021/09/New-Profile-Pic.jpg)
Call Me When... 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.
Call Me When... 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.
![Shei Unger of The Northern Trust is a member of XPX Dallas](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/headshot.jpg)
Call Me When... 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.
![Chris Goade of 360 Consulting is a member of XPX Dallas](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Goade-Pic2.jpg)
Call Me When... Sales growth, sales training, sales hiring, outsourced sales leadership
![Andrew Louder of Louder Co. is a member of XPX Dallas](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Andrew-Louder-Headshot.jpeg)
Call Me When... you'd like to see more profits through Artificial Intelligence and Better Operations
![Melanie Shaffer of Talent Suite LLC is a member of XPX Dallas](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Shaffer-Melanie-Final.jpeg)
Call Me When... you have a client with people problems (hiring, performance issues, leadership development)
![Justin Turner of Baker Tilly US is a member of XPX Dallas](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Justin-Turner-Baker-Tilly.jpg)
Call Me When... Financial Due Diligence (buy side & sell side transactions)
![Kevin Woltjen of Bradley is a member of XPX Dallas](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Kevin-Woltjen.jpeg)
Call Me When... Someone needs a solution focused business lawyer, particularly regarding M&A, capital raising, employment dispute, business dispute.
![Senthil Kumar of Olimyam Partners LLC is a member of XPX Dallas](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/collage-1-300x300.png)
Call Me When... You want to learn value building using technology and flawless execution of digital transformation strategies
![Jon Rice of Chief Outsiders is a member of XPX Dallas](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Jon-photo-copy-scaled.jpeg)
Call Me When... a CEO is frustrated that growth has stalled and is unclear how their sales and marketing efforts are performing
![Barrett Lidji of Northaven Capital Partners is a member of XPX Dallas](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Barrett-Lidji-Picture-300x300.jpg)
![Steve Conwell of Final Ascent LLC is a member of XPX Dallas](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/steve-conwell-52717176.png)
Call Me When... 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.
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!