XPX Dallas
Members

We help leaders find the right talent for their growing organizations every single time, with custom talent searches.

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.

You need legal counsel on exit strategy as well negotiating the best deal terms. We also maintain relationships with many PE funds across the country.

You need to be freed from the day-to-day of your business operations.

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.

You need an attorney to help you buy, sell or reorganize a company.

Business Valuation & Machinery & Equipment Appraiser and Investment Banker

Sales growth, sales training, sales hiring, outsourced sales leadership

My practice focuses on Business Divorce matters. Call me when your clients have conflicts with their business partners, or when they are seeking to create a Buy-Sell agreement or other corporate pre-nup (partner exit plan).

You need any commercial banking services from any commercial loan product to cash management services.

You want to learn value building using technology and flawless execution of digital transformation strategies

Companies are in need of radically improving this EBITDA and Performance in preparation for a great exit.

Someone needs a solution focused business lawyer, particularly regarding M&A, capital raising, employment dispute, business dispute.

Boutique HR outsourcing for middle market companies including payroll, HR, benefits, COVID policy

Want information on how ESOPs/Employee-Ownership structures work as a succession plan for clients

You have a client with people problems (hiring, performance issues, leadership development)

I am an M&A and securities attorney. Please call me if you are undertaking a securities offering and need securities counsel. Please call me if you want to position your company in advance of an exit and need a professional to coordinate

A Business Owner is looking to sell all or part of the business, or seeking a financial partner. .

Business owners deserve a 360-degree approach to their exit planning. This includes the business owner's personal financial planning and post-exit wealth management.

Call or text (214) 202-8939 for any matter - meetings, events, coordination, etc. Profit Inc HQ is in Fort Worth, but I live/work from Frisco TX.

Operationally oriented private investment firm

Clients have liquidity events and are looking for planning and investment advice.

A business owner would like to discuss exit options, prepare for an exit, or sell their business

Technology is hindering your business and you don't know what to do.

You need to start a new business, sell a business or have a contract reviewed or prepared

Business owner needs assistance with acquiring or selling his or her business.

Business Formation & Transactions | Business Succession Planning | Wills, Trusts & Estates | Probate Administration

You want high level expertise using life insurance in business and estate planning situations

Small tyo Medium companies need help growing their sales numbers

A company has a lease expiring, needs to expand or contract, or wants to evaluate buying versus leasing

You are seeking financing to buy our sell a business.

A business owner wants to optimize and tax mitigate their transaction while implementing a financial plan for their next act in life. Also for introductions to Raymond James Investment Bank and lower middle market partner banks

There is a small-medium sized owner/business who needs to get their analytics house cleanup and exit ready

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.

An owner or c-suite contact has revenue of >$10M, has done what they can on expenses but want to find more cash flow to fund projects or prep for exit but lack the knowledge or staff to find it.

Client needs to prepare for sale, needs funding, needs financials ready for quality of earnings

A business owner wants to understand his or her liquidity options and is interested in a targeted and confidential process to maximize shareholder value.

A CEO is frustrated that growth has stalled and is unclear how their sales and marketing efforts are performing

Financial Due Diligence (buy side & sell side transactions)

Anytime

Seeking capital to invest in privately-owned businesses

Companies want to sell or raise capital

Anytime

You or your client needs affordable access to impactful data to help them prepare for business transition or need key insights into financial and operational business metrics

You'd like to see more profits through Artificial Intelligence and Better Operations

There is evidence of a need for financial/banking/risk mitigation strategic or tactical advice

When a business owner needs life insurance planning, selective / non-qualified plans, golden handcuffs, key-person insurance, and buy-sell funding

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.

We assist small to medium sized businesses and provide full service.

Seeking technologies and solutions to address pain points

You need an CPA firm resource for your accounting needs!

A business requires risk management, planning, recruiting/retention or financial planning