XPX Dallas - Assembling the Dream Team Workshop: Advising Your Clients on Who They Need to Have in Place for a Dream Exit

In Jim Collins's groundbreaking book Good to Great, he talks about getting the right people on the bus. It's easier said than done, and business owners everywhere struggle to get it right. What strategic partners do they need to help advise them? CPAs, Attorneys, Bankers, Wealth Managers, Board Members, Insurance Brokers, Exit Planners and more all affect our operations.

What executive and management roles need to be in place to take a company to the next level? There's an age old saying: "What got you here won't get you there." Another business adage: "If you're not growing, you're dying."

With so many key stakeholders, strategic partners and team members bending business owner's ears, it's a wonder that anything effectively gets done. The wrong whispers can affect a company's growth trajectory, and likewise, with the right advice and experience, a company could propel into a market leadership position.

In this workshop, we'll build an effective dream team across different industries. Working groups will explore the right mix of advisors and partners, their potential strengths and weaknesses of that mix, and build out an organizational model designed to take the company to the next level. To build a powerhouse that leads to a lucrative DREAM EXIT.

Speaker:

Paul Whitley is a seasoned Fractional CFO, COO, and transformational strategist with 30+ years of experience across retail, SaaS, construction, financial services, consumer products, and tech. With a track record of exponential growth—including 31 M&A transactions totaling $465M—Paul partners with leaders to build scalable infrastructures, restructure assets, and drive capital formation. He’s led companies to raise over $336M and achieve 30% ROI, with success stories like growing a retail business from $6M to $181M. Paul holds a BBA from UNT and has completed graduate studies in E-Commerce. He’s a trusted advisor, mentor, and passionate advocate for business transformation.

Registration Fees: 

XPX Dallas Members in Good Standing: Free.  Registration is required for food order purposes.  Please be sure to sign up.

XPX Chapter Network Members: $45.00
XPX Chapter Network Members Same Day/Walk-in Fee: $55.00

Non-Members: $55.00
Non-Members Same Day/Walk-in Fee: $65.00

Registration includes a full buffet breakfast plus coffee and juice.

First time guest. (Member referral is required- members (NOT GUEST) must email angie@exitplanningexchange to sign up their guest) 

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered. from the list.