XPX Dallas: Growth, Profitability and Size

There's a great saying from John Warrilow, CEO of the Value Builder System: "Would you rather build a large business, or a valuable business?" It’s a great question, and your answer can mean the difference between a good sale of your business to a lucrative, multi-generational exit. Our panel of experts will walk through their strategies for profitable growth, and how to scale your company with the right people at the right size. Our discussion is all centered around the strategies and techniques to create a "built to sell" company, regardless of how you'd like to transition your business. Business Owners and experience advisors will enjoy this valuable session.

Moderator:

Mindy Passmore
Founder
Maximum Possibilities LLC

Mindy Passmore has over 35 years’ experience in private and public corporate growth strategy and successful acquisition and divestiture initiatives with dozens of buy and sell transactions. She is a business leader with a strong financial background and has a proven track record of creating action plans that drive value to the bottom line. Passmore is a CPA, attended the Stanford University Executive Program, is a Certified Mergers &Acquisitions Advisor and a Certified Value Builder Advisor. Passmore founded Maximum Possibilities to guide companies through Growth, Fund Raising, Mergers, Acquisitions, and Business Transition processes.

Panel:  

Erik Billet
CEO
Stately Door & Windows
CFO
Kin Capital Partners

Erik has spent over a decade in finance, sales and operations roles spanning a wide breadth of industries including banking, professional services, robotics, information technology, software and more.

Erik orchestrates and leads the operational changes necessary to drive growth throughout the Kin Capital family of companies.

Joe English
Partner & Sales Leader
360 Consulting

Joe has a decades-long track record of success in sales leadership roles. As a team builder in technology firms spanning communication, manufacturing, hardware, software and services, Joe has a great mix of experience in large corporate and SMB including public, family, strategic investor and PE-owned businesses.

Joe has built and developed sales teams at US West, IEX-Tekelec, RMG Networks and Emerson/Vertiv, which allowed Joe to transition world class processes and best practices to smaller growth firms to deliver exceptional results, both in top line revenue and EBITDA.

Joe’s a native Texan who attended Stephen F. Austin and The University of Florida’s Warrington School of Business for his bachelor and graduate programs

Paul Whitley
CEO
C-Suite Support

Paul helps businesses grow exponentially. He is a strategic Fractional CFO with extensive experience in creative problem solving, operations management, coaching, mentoring, and training. He’s a servant leader with a real passion for helping both large and small companies’ setup and implement financial, operational, and digital transformation initiatives that improve processes, reduce expense and drive bottom-line profits.

He has an entrepreneurial spirit having an established record of success in growing and sustaining shareholder value with both large ($5B) and small ($1.5M) companies.

In addition, he’s managed 25 successful M&A transactions totaling $354M value and managed $500+ million portfolio of company facilities.

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.