• Home
  • Find an Advisor
  • Advisor Resource Center
  • Chapters
    • Find a Chapter
      • Atlanta
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Radio Show
        • Expo
      • Austin
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Charlotte
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Chicago
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Cleveland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Connecticut
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Dallas
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • DC Metro
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Denver
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Greater Boston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Hawaii
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Houston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Long Island
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Maryland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Nashville
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New Jersey
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New York
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Northern California
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Philadelphia
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • San Antonio
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Tri-State
        • Events
        • Join
        • News
        • Summit
      • Triangle
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • The Generational Shift In Business
    • Chapters in Development
      • Miami
      • Phoenix
      • Utah
    • Start a Chapter
    • Emerging Professionals
  • Knowledge Exchange
  • New & Upcoming
    • What’s New
    • National Calendar
  • About XPX
    • About
    • Advisor Principles
    • F.A.Q.s
  • Contact
    • Contact
    • Help
  • Login
    Sign up

    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Jun
06

XPX Dallas: EXPERIENCE XPX - BRING A GUEST: First Year Celebration, Networking, Ideas for Next Year!!!

Details

Date & Time

Tue, Jun 6th, 2023 â‹… 7:30am - 9:30am (CDT)

Location

Park City Club: 5956 Sherry Lane, Suite 1700, Dallas, TX 75225

Tickets

XPX Dallas Members
$0.00
Guests

Registrants

42 people attended
Eric Schwarz of Wells Fargo is a member of XPX Dallas
Ray Croff of Mobius Financial Advisors is a member of XPX Dallas
Jaime Hochhausen of Perkins Coie is a member of XPX Dallas
Jeff Laceky of Frost Bank is a member of XPX Dallas
Nolan Duck of DBG Advisors is a member of XPX Dallas
+37

We've made it! Our case study business owners at Southfork Company successfully sold their businesses, and we're going to celebrate before we all head off to much needed summer vacations. It's been an exciting first year for our XPX Dallas Chapter, and we're all looking forward to networking, storytelling and lasting friendships.

Bring a Guest to experience XPX. We will go over the year in review, get your thoughts on meeting topics and events (like periodic Happy Hours), and discuss plans for next year.

  • Click here to download the case study.

Registration Fees: 

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.

Make XPX Part of Your Business Plans
Attend an event
Join a chapter
Start a chapter
Find an advisor
Explore
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
Learn
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
Account
  • Login
  • Sign Up
  • Login
  • Sign Up
Connect
  • Contact
  • Become A Sponsor
  • Contact
  • Become A Sponsor
Help & Support
  • Help
  • Help
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map

© 2026 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

Paper-plane Linkedin Youtube

© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Eric Schwarz of Wells Fargo is a member of XPX Dallas
Eric Schwarz
Wells Fargo
Ray Croff of Mobius Financial Advisors is a member of XPX Dallas
Ray Croff
Mobius Financial Advisors
Jaime Hochhausen of Perkins Coie is a member of XPX Dallas
Jaime Hochhausen
Perkins Coie
Jeff Laceky of Frost Bank is a member of XPX Dallas
Jeff Laceky
Frost Bank
Nolan Duck of DBG Advisors is a member of XPX Dallas
Nolan Duck
DBG Advisors
Eric Harrison of DBG Advisors is a member of XPX Dallas
Eric Harrison
4Impact Data
Cary Clayborn of Profit Inc is a member of XPX Dallas
Cary Clayborn
Profit Inc
SH
Shelli Howlett
SUMMi7 | Business Scaling - Purpose Driven Company
Emily Ackerman of Lane Gorman Trubitt is a member of XPX Dallas
Emily Ackerman
Lane Gorman Trubitt
Kim Abmeyer of Abmeyer Wealth Management is a member of XPX Dallas
Kim Abmeyer
Abmeyer Wealth Management
AS
Alla Sahithi
Jeff Sandene, CFP® of Sandene Strategies, LLC is a member of XPX Dallas
Jeff Cfp® Sandene
Sandene Strategies, LLC
LH
Leonard (ladd) Hirsch
Bradley LP
Mindy Passmore of Maximum Possibilities LLC is a member of XPX Dallas
Mindy Passmore
Maximum Possibilities LLC
Barrett Lidji of Northaven Capital Partners is a member of XPX Dallas
Barrett Lidji
Northaven Capital Partners
TK
Tim Kiernan
360 Consulting
DH
Dane Harris
BENNETT THRASHER CPA's
BC
Burt Copeland
New Life CFO Services, LLC.
HC
Holly Carroccio
Nexus DFW
RD
Russell Duckworth
American Bank Dallas
DH
Don Hanratty
Daniel Vermeire of CFA Dallas is a member of XPX Dallas
Daniel Vermeire
CFA Dallas
Mark Auten of Plunk Smith, PLLC is a member of XPX Dallas
Mark Auten
Plunk Smith, PLLC
Jordan Pence of The Macro Advisors is a member of XPX Dallas
Jordan Pence
The Macro Advisors
Julienna Viegas of B10 Capital is a member of XPX Dallas
Julienna Viegas
B10 Capital
AR
Annabel Reeves
Goldman Sachs
RO
Rochelle O'Brien
Venture Opportunities LLC
KS
Katelyn Stanchfield
JP Morgan
AD
Alexis Dowell
RISCH RESULTS
SW
Sarah Waterman
Cost Segregation Benefits
Tom Bronson of Mastery Partners is a member of XPX Dallas
Tom Bronson
Mastery Partners
Taber Wetz of C-Suite Support is a member of XPX Dallas
Taber Wetz
C-Suite Support
CG
Chris Gauvin
C-Suite Support
JC
Jen Colby
Bernstein
Steve Conwell of Final Ascent LLC is a member of XPX Dallas
Steve Conwell
Final Ascent LLC
MW
Mark Wigder
Coats Rose
ALEXANDER VALDERREY of Stride Strategic Group, LTD is a member of XPX Dallas
Alexander Valderrey
Stride Strategic Group, LTD