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  • Exit Planning Exchange
Exit Planning Exchange
Sep
14

XPX Austin: Successful Exit Spotlight with Dan Graham

Details

Date & Time

Wed, Sep 14th, 2022 ⋅ 11:30am - 1:00pm (CDT)

Location

Indeed Tower Conference Center 200 West 6th Street Floor C Austin, TX 78701

Tickets

Austin Member
$30.00
Austin Member Same Day/Walk-in Fee
$40.00
Non-Member
$60.00
Non-Member Same Day/Walk-In Fee
$70.00
Other XPX Chapter Members
$40.00
Other XPX Chapter Members Same Day/Walk-in Fee
$50.00
Guests

Registrants

46 people attended
Brad Mayer of Texas Capital Bank is a member of XPX Austin
BM
DP
JC Duque of Broadway Bank is a member of XPX Austin
KG
+41

We are excited to invite you to an interactive conversation with Dan Graham, Partner at Notley and co-founder and former CEO of BuildASign.com.

With the benefit of hindsight stemming from the successful sale of BuildASign.com to Vista Print in 2017, Dan will share lessons learned, advice he gives to fellow entrepreneurs, and actions that trusted advisors can take to help business owners to and through a successful exit.

We’ll also learn how Dan has focused his entrepreneurial efforts to solve our community’s most pressing issues through his most recent venture, Notley.

Moderator: 


Vanessa McElwrath, CPA, CFP®

Partner
ML&R Wealth Management

As a Wealth Advisor and Partner at ML&R Wealth Management, Vanessa assists high net worth individuals and institutional clients develop comprehensive wealth plans based on Nobel-prize winning research. Vanessa partners with clients’ tax, legal, and insurance advisors to work through complex financial issues.


Our Speaker:


Dan Graham

Partner
Notley

Dan Graham has been a Partner at Notley since 2015. Since selling BuildASign to VistaPrint in 2017, he has continued to launch and play a role at other firms. He is the recipient of various awards including E&Y Entrepreneur Of The Year® 2013 Central Texas, ABJ's 2012 Best CEO, and Austin Under 40 Austinite of the Year. As a native Austinite, Dan gives back by participating in numerous philanthropic organizations and acts as a mentor and investor to entrepreneurs. Dan is a member of esteemed organizations including the Aspen Global Leadership Network, Young Presidents' Organization, The Texas Lyceum, and Entrepreneurs’ Organization.


Agenda:

11:30am-1:00pm

11:30am-12:00pm, Registration/Networking

12:00-1:00 Moderated Discussion with Dan Graham

Registration Fees:

XPX Austin Members - $30.00
Same Day/Walk-in Fee: $40.00

Other XPX Chapter Members: $40.00
Same Day/Walk-in Fee: $50.00

Non-Members- $60.00
Same Day/Walk-in Fee: $70.00

Includes lunch and beverages.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Brad Mayer of Texas Capital Bank is a member of XPX Austin
Brad Mayer
Texas Capital Bank
BM
Billy Murphy
Dwyer Murphy Calvert LLP
DP
Dipti Pandey
Bauer & Company, LLC
JC Duque of Broadway Bank is a member of XPX Austin
Jc Duque
Broadway Bank
KG
Kyle Goldman
SGH Management Company LLC
Elizabeth Jensen, JD, CFP® of Northern Trust is a member of XPX Austin
Elizabeth Cfp® Jensen
Northern Trust
Cristina Silingardi of vcfo is a member of XPX Austin
Cristina Silingardi
vcfo
Michael Edwards of Precision Financial Insights is a member of XPX Austin
Michael Edwards
Precision Financial Insights
Philip Seibel of Advanced Benefit Solutions is a member of XPX Austin
Philip Seibel
Advanced Benefit Solutions
Gregory Kostiuk of StratEX Sales LLC is a member of XPX Austin
Gregory Kostiuk
StratEX Sales LLC
Dan Leonard of Sunflower Bank is a member of XPX Austin
Dan Leonard
Sunflower Bank
RS
Rachel Sawyer
ADP
Mark Frazier of CIBC Private Wealth Management is a member of XPX Austin
Mark Frazier
CIBC Private Wealth
AB
Artie Berne
ArTex Funding - Alternative Working Capital Funding
ET
Erin Tuggle
Jackson Walker
Kristine Bryant of Gladiator Consulting is a member of XPX Austin
Kristine Bryant
Gladiator Consulting
CB
Christopher Bauer
Bauer & Company
EB
Erron Boes
First United Bank
TW
Tommy Wald
RIATA Technologies
SL
Sammy Lucario
Regions Private Wealth Management
GS
Garrett Shuffield
Jackson Walker LLP
DZ
Dillon Zwick
Meadowlark Advisors
KR
Kristin Robertson
Brio Leadership
RB
Russell Booth
Hughes Vanderburg Williams Booth
Steve Griffith of Sales Builders Texas is a member of XPX San Antonio
Steve Griffith
Sales Builders Texas
Vanessa McElwrath of ML&R Wealth Management is a member of XPX Austin
Vanessa McElwrath
ML&R Wealth Management
LH
Laurie Howell
AustinPeopleWorks
AN
Alejandro Navarro
The Ronin Society
Mark Austin of Balcones Advisory is a member of XPX Austin
Mark Austin
Westlake Securities
Robert Latham of IBG Business / Altapraem M&A Advisors is a member of XPX San Antonio
Robert Latham
IBG Business / Altapraem M&A Advisors
DC
Debbie Chilton
Insperity
DG
Dan Graham
Notley
Kellie Weir of Brown Advisory is a member of XPX Austin
Kellie Weir
Brown Advisory
Allen Bertin of Branscomb Law is a member of XPX Austin
Allen Bertin
Branscomb Law
JK
Joe Kerr
Kerr Financial Services
JS
Jillian Seifert
Brown Advisory
RW
Rachael Wyatt
Venturi Private Wealth
SB
Scott Bryan
Live Oak Valuation
Jeffrey Elder of International Business Exchange is a member of XPX Austin
Jeffrey Elder
International Business Exchange
JR
Jarett Rodriguez
Texas Alternatives Foundation
RM
Robert McKee
Cypress Associates
Nathan Klatt of Rockport Investment Partners is a member of XPX Connecticut,Fairfield County,Hartford
Nathan Klatt
Rockport Investment Partners
Blair Morrison of AutoCFO is a member of XPX Austin
Blair Morrison
AutoCFO
AP
Alice Paik
Brown Advisory