XPX Dallas: Is Your Business Bankable and Why? How are Loans Used to Buy a Business - Case Attached (MEMBERS ONLY)

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Our Speakers:

Chris Honeycutt
Treasury Management Sales Officer II 
Texas Security Bank

Chris Honeycutt is a Relationship Development Officer at Texas Security Bank, a locally owned full service Commercial Bank. Founded by businesspeople who happen to be skilled bankers with one mission, to “Elevate the Champions of Free Enterprise.” The Founders of TSB give back to the local business community by investing in continuing education forums to help business owners succeed.

Chris provides an elevated banking experience with the focus on ensuring success for the business owner, creating high quality connections, adding value, and building long lasting business relationships with his clients.

Ted Lane
Director of Treasury Management, SVP
First United Bank

Ted joined First United Bank a year ago with over 32 years of experience in the financial industry specializing in Commercial Banking, Treasury Management, and Business Development. He is passionate about economic development and promoting job creation to solve many social ills. He has served on many Board of Director positions including chairing Highrise Mastermind Group Dallas VI, Career Path Services, and economic development for Greater Spokane, Inc. He is responsible for developing and executing strategies leading the Treasury Management Team.

Paul Moreno
SVP – Small Business Lending
Live Oak Bank

Paul Moreno joined Live Oak Bank’s M&A lending team in June 2018 as a senior loan officer. Paul’s primary focus includes business acquisitions, partner buyouts, stock purchases, owner-occupied real estate and ground up construction. Paul brings extensive experience in M&A financial analysis and loan structuring Prior to joining Live Oak Bank, he worked for one of the nation’s largest SBA lenders covering the Dallas and Austin markets. Paul lives in Austin, Texas with his wife Nancy, twin sons Marc and Alexander and their furry canine Macallan. He enjoys exploring the outdoors, hiking the many trails of Austin and road cycling.

Registration Fees: 

This is a private XPX Dallas Member event only.

Free for XPX Dallas members and their invited guests. (Member referral is required- members (not guest) must email angie@exitplanningexchange to sign up their guest) 

Registration includes  a full buffet breakfast plus coffee and juice.