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  • Exit Planning Exchange
Exit Planning Exchange
Sep
05

XPX Dallas - From Startup to Middle-Market Darling: Building a $100M HR Leadership Enterprise to Exit.

Details

Date & Time

Tue, Sep 5th, 2023 ⋅ 8:00am - 9:45am (CDT)

Location

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

Tickets

Dallas Members
$0.00
Guests

Registrants

47 people attended
Rod Rodriguez of Live Oak Bank is a member of XPX Dallas
Daniel Drabinski of Bluecrest FA is a member of XPX Dallas
Jordan Pence of The Macro Advisors is a member of XPX Dallas
Kim Abmeyer of Abmeyer Wealth Management is a member of XPX Dallas
Bob Gibbons of REATA Commercial Realty, Inc. is a member of XPX Dallas
+42

BRING YOUR BUSINESS OWNERS TO THIS AMAZING START TO OUR 2023/2024 XPX DALLAS YEAR! Please join our well-known moderator Scott Murray, CEO of Murray Media, as he interviews our very own Marie Diaz about her amazing entrepreneurial journey and her 8-figure exit from her $100mm, 1,000+ employee strategic HR consulting firm. A life-long learner and entrepreneur, Marie shares with us her keys to success in building a successful and sellable business, and what an accomplished life can look like after the sale of your business. Come join us – business owners and advisors - for this can’t miss session.

Moderator:


Scott Murray

CEO
Murray Media

Scott Murray spent three decades with NBC television as a multi–EMMY Award-winning TV anchor/host and broadcast journalist. He’s been recognized as a Living Legend of Journalism by the Press Club of Dallas and is a recipient of the prestigious Silver Circle Lifetime Achievement Award from the National Academy of Television Arts and Sciences.

Scott presently is CEO of Murray Media, an EMMY Award-winning television production company with Event A/V, Virtual Shows and Streaming, while remaining most active as a keynote speaker, author, radio host and moderator of hundreds of corporate, convention and charitable events.

Panelist:


Marie Diaz

CEO
CEO CLUBS IMPACT

Since 1997, Marie Diaz has owned, expanded and sold her first business Pursuit of Excellence, a full-scope business strategy, performance optimization, and strategic human resources firm, growing it to over $100mm and over 1,000 employees.

She’s been honored & recognized in 2010 by Ernst & Young, in 2014 by INC 500 magazine as #1 Top Fastest Growing HR Firm in the Nation, #3 Top Fastest Growing Women-owned Firm in the Nation & over all ranking of #26 Top Fastest Growing Business in the Nation & amongst other publications, she has consistently been recognized by Dallas Business Journal, INC 500/5000, SMU 100, MSDC & D Magazine.


Registration Fees: 

This is a private XPX Dallas Member event only.

Free for XPX Dallas members and a FIRST TIME GUEST. (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.

Cancellation Policy: Our event registrations are not transferable/no substitutes from a member to non-member.

Our memberships are not sharable.  Membership benefits are only for the Individual Approved Member, not for other employees of the same firm or company.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Rod Rodriguez of Live Oak Bank is a member of XPX Dallas
Rod Rodriguez
Live Oak Bank
Daniel Drabinski of Bluecrest FA is a member of XPX Dallas
Daniel Drabinski
Bluecrest FA
Jordan Pence of The Macro Advisors is a member of XPX Dallas
Jordan Pence
The Macro Advisors
Kim Abmeyer of Abmeyer Wealth Management is a member of XPX Dallas
Kim Abmeyer
Abmeyer Wealth Management
Bob Gibbons of REATA Commercial Realty, Inc. is a member of XPX Dallas
Bob Gibbons
REATA Commercial Realty, Inc.
Ray Croff of Mobius Financial Advisors is a member of XPX Dallas
Ray Croff
Mobius Financial Advisors
Lindsay Kline of Sakline Bookkeeping is a member of XPX Dallas
Lindsay Kline
Sakline Bookkeeping
JG
Jeffrey Gonzales
Payroll Guroo
Mark Auten of Plunk Smith, PLLC is a member of XPX Dallas
Mark Auten
Plunk Smith, PLLC
Jon Rice of Chief Outsiders is a member of XPX Dallas
Jon Rice
Chief Outsiders
Emily Ackerman of Lane Gorman Trubitt is a member of XPX Dallas
Emily Ackerman
Lane Gorman Trubitt
Oliver Cone of Bulkley Capital, LP is a member of XPX Dallas
Oliver Cone
Bulkley Capital, LP
BC
Burt Copeland
New Life CFO Services, LLC.
George Mayfield of Frameworks Consortium is a member of XPX Dallas
George Mayfield
Frameworks Consortium
Mindy Passmore of Maximum Possibilities LLC is a member of XPX Dallas
Mindy Passmore
Maximum Possibilities LLC
JC
Jen Colby
Bernstein
Jeff Sandene, CFP® of Sandene Strategies, LLC is a member of XPX Dallas
Jeff Cfp® Sandene
Sandene Strategies, LLC
Eric Harrison of DBG Advisors is a member of XPX Dallas
Eric Harrison
4Impact Data
RO
Rochelle O'Brien
Venture Opportunities LLC
Chris Goade of 360 Consulting is a member of XPX Dallas
Chris Goade
360 Consulting
JR
Joe Ruzicka
Adams Keegan
MW
Mark Wigder
Coats Rose
Cary Clayborn of Profit Inc is a member of XPX Dallas
Cary Clayborn
Profit Inc
Jeff Laceky of Frost Bank is a member of XPX Dallas
Jeff Laceky
Frost Bank
Shei Unger of Simon Quick Advisors is a member of XPX Dallas
Shei Unger
The Northern Trust
Tom Bronson of Mastery Partners is a member of XPX Dallas
Tom Bronson
Mastery Partners
AM
Andrew Macquilkan
Annabel Reeves of Goldman Sachs is a member of XPX Dallas
Annabel Reeves
Goldman Sachs
Jaime Hochhausen of Perkins Coie is a member of XPX Dallas
Jaime Hochhausen
None
CM
Chris McNeill
Blank Rome LLP
SM
Scott Murray
Murray Media
MD
Marie Diaz
CEO CLUBS IMPACT
AR
Alisha Reilly
Abmeyer Wealth Management
SH
Shelli Howlett
Strategic Scaling- ( Business Scaling )
Steve Conwell of Final Ascent LLC is a member of XPX Dallas
Steve Conwell
Final Ascent LLC
SS
Sean Schoenmakers
ActionCOACH
OM
Omer Muhammad
Julienna Viegas of B10 Capital is a member of XPX Dallas
Julienna Viegas
B10 Capital
Jolene Risch of Risch Results is a member of XPX Dallas
Jolene Risch
Risch Results
AD
Alexis Dowell
RISCH RESULTS
Barrett Lidji of Northaven Capital Partners is a member of XPX Dallas
Barrett Lidji
Northaven Capital Partners
SW
Sarah Waterman
Wealthbuilder 1031
Julienna Viegas of B10 Capital is a member of XPX Dallas
Julienna Viegas
B10 Capital