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    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Mar
31

XPX Dallas: Chapter Launch

Details

Date & Time

Thu, Mar 31st, 2022 â‹… 5:00pm - 7:00pm (CDT)

Location

STIRR- Addison 5100 Belt Line Road Dallas, TX 75254

Tickets

Non-Members
$40.00
XPX Dallas Members
$0.00
Guests

Registrants

59 people attended
Steve Conwell of Final Ascent LLC is a member of XPX Dallas
Ray Croff of Mobius Financial Advisors is a member of XPX Dallas
Chris Goade of 360 Consulting is a member of XPX Dallas
JK
Justin Krebbs of First United Bank is a member of XPX Dallas
+54


Happy Hour Meet & Greet


You are invited to our soft launch of the XPX Exit Planning Exchange Dallas Chapter. Come network with the best exit planning community in DFW, and come get information on our chapter and how we are going to serve business owners in the lower middle market.

Our Speaker:

Steve Conwell
CEO & Partner
Final Ascent LLC

Steve is an advisor to middle market business owners. He helps to create exit-ready companies that attract buyers and sell for maximum value, creating wealth and a lasting legacy for generations.

Appetizers provided.  Registration is required.

Event Registration Fee:  $40.00

Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.

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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Steve Conwell of Final Ascent LLC is a member of XPX Dallas
Steve Conwell
Final Ascent LLC
Ray Croff of Mobius Financial Advisors is a member of XPX Dallas
Ray Croff
Mobius Financial Advisors
Chris Goade of 360 Consulting is a member of XPX Dallas
Chris Goade
360 Consulting
JK
Jonathan King
System & Soul
Justin Krebbs of First United Bank is a member of XPX Dallas
Justin Krebbs
First United Bank
Senthil Kumar of Olimyam Partners LLC is a member of XPX Dallas
Senthil Kumar
Olimyam Partners LLC
Jeff Laceky of Frost Bank is a member of XPX Dallas
Jeff Laceky
Frost Bank
Barrett Lidji of Northaven Capital Partners is a member of XPX Dallas
Barrett Lidji
Northaven Capital Partners
Andrew Louder of Louder Co. is a member of XPX Dallas
Andrew Louder
Louder Co.
Jon Rice of Chief Outsiders is a member of XPX Dallas
Jon Rice
Chief Outsiders
Melanie Shaffer of Talent Suite LLC is a member of XPX Dallas
Melanie Shaffer
Talent Suite LLC
Justin Turner of Baker Tilly US is a member of XPX Dallas
Justin Turner
Baker Tilly US
Shei Unger of Simon Quick Advisors is a member of XPX Dallas
Shei Unger
The Northern Trust
Kevin Woltjen of Nelson Mullins is a member of XPX Dallas
Kevin Woltjen
Clark Hill Strasburger
Keren Shamay of Insperity is a member of XPX Dallas
Keren Shamay
Insperity
Susan Fennema of Beyond the Chaos, LLC is a member of XPX Dallas
Susan Fennema
Beyond the Chaos, LLC
Kent Barner of CIO Suite is a member of XPX Dallas
Kent Barner
CIO Suite
Jake Pollack of Shackelford Bowen McKinley & Norton LLP is a member of XPX Dallas
Jake Pollack
Shackelford Bowen McKinley & Norton LLP
Robert Rough of Telos Capital Advisors, LLC is a member of XPX Dallas
Robert Rough
Telos Capital Advisors, LLC
Todd McGlauchlin of Expense Reduction Analysts is a member of XPX Dallas
Todd McGlauchlin
Expense Reduction Analysts
Jolene Risch of Risch Results is a member of XPX Dallas
Jolene Risch
Risch Results
JC
Jimmy Conway
BNY Mellon Wealth Management
BC
Burt Copeland
New Life CFO Services, LLC.
Daniel Vermeire of CFA Dallas is a member of XPX Dallas
Daniel Vermeire
CFA Dallas
RS
Ron Salmon
Salmon Sims Thomas PLLC
RA
Rachel Alexander
SST
Jordan Pence of The Macro Advisors is a member of XPX Dallas
Jordan Pence
The Macro Advisors
Rod Rodriguez of Live Oak Bank is a member of XPX Dallas
Rod Rodriguez
Live Oak Bank
MA
Mark Avery
Hajjar Peters, LLP
CM
Celeste Moya
C3 Financial Partners/Lion Street
Gregory Sawko of Sawko & Burroughs, P.C. is a member of XPX Dallas
Gregory Sawko
Sawko & Burroughs, P.C.
AB
Andrea Brewerton
Momentum Wealth Strategies
AB
Alexis Britton
New York Life
Oliver Cone of Bulkley Capital, LP is a member of XPX Dallas
Oliver Cone
Bulkley Capital, LP
AR
Alisha Reilly
LGT FINANCIAL ADVISORS LLC
BS
Betty Schnaufer
Murphy Business
JR
Joe Ruzicka
Adams Keegan
TP
Troy Patterson
Visigistics, LLC
Doug Janowski of Lazear Capital Partners is a member of XPX Dallas
Doug Janowski
Lazear Capital Partners
TF
Terry Fick
CFA
PC
Paul Carolan
Paul Carolan Consulting, LLC
Kim Abmeyer of Abmeyer Wealth Management is a member of XPX Dallas
Kim Abmeyer
Abmeyer Wealth
Cary Clayborn of Profit Inc is a member of XPX Dallas
Cary Clayborn
Profit Inc
JE
John Euler
Morgan Stanley
AS
Austin Smith
Schulz Wealth
MW
Mark Wigder
Coats Rose
Daniel Olsen of CFGI is a member of XPX Dallas
Daniel Olsen
CFGI
KH
Ken Hirsch
Founders Advisors
Kirk Coyne of RMS Advisory Group is a member of XPX Dallas
Kirk Coyne
RMS Advisory Group
TK
Tim Kiernan
360 Consulting
VG
Venkat Gopi
The K7 Group
VK
Venkat Kurvari
Innovacorp
GS
Gino Scarpelli
PNC Bank
Jaime Hochhausen of Perkins Coie is a member of XPX Dallas
Jaime Hochhausen
Perkins Coie
DT
Davy Tyburski
New Life CFO
CH
Curtis Harrison
Stillwater Creek Advisors
DS
Dany Sfeir
Chief Outsiders
BW
Brian Wendler
National Business Valuation Services, Inc. and National Transaction Advisors, Inc.
TL
Ted Lane
First United Bank