A Wealth of Learning Opportunities – and Resources – at Your Fingertips
Knowledge is power. Imagine what you could do with 24-hour access to a powerful learning community to help you stay up to date with the latest trends, insights, news, and best practices to share with your valued clients. XPX’s exclusive Knowledge Exchange is the one place where you can exchange knowledge with some of the industry’s most successful professionals with expertise in a wide variety of areas. Here are recent posts from our chapter activities and members:
News & Posts
By Ladd Hirsch on March 30, 2026 Majority owners and minority investors act wisely when they negotiate and adopt a buy-sell agreement (BSA) at the time the
By Anne Baroody on March 16, 2026 Posted in Private Companies Private company buyers and sellers are more frequently using earnout provisions to help close the gap
THE CRITICAL QUESTION FOR BUSINESS OWNERS: DEFINING SUCCESS – WHY ARE YOU ON THIS ROAD? By Ladd Hirsch on April 15, 2024 “If you
Jason Moore and Haley Devlin were running Stratasan on EOS and were stuck. They had hit the ceiling and were no longer making progress.
Small actions yield tremendous results. SUMMi7 is hosting an event next week for Medium-Sized Business Owners on March 30 in Plano, and you’re invited!
Does your culture support executing your strategy? Get your team on the same page with this killer template: http://leanleadersinc-21416887.hs-sites.com/the-simplest-template-for-a-killer-strategy
When your business owner client decides to sell, there’s a unique, uncommon opportunity for you as a wealth manager to provide an incredibly valuable
A recent report says that businesses who utilize a mentor(s) have a 70% greater chance of surviving beyond 5 years than those who don’t.
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,
Many small business owners haven’t taken the time to decide how to exit their business. Let alone, have they decided what to do in
Have you ever heard a service provider say something like “We do everything that X company does, but for less money”? Have you wondered
Has your business hit a ceiling you can’t break through? Is your business growing so fast you’ve lost control? There’s a better way. There
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XPX Dallas- How Will the Company Be Valued? Perspectives from a Private Equity Investor (Case Study)
Jun 9, 2026 ⋅ 8:00am - 9:45am (CDT)
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