XPX Dallas - Keeping the People Who Create the Value: Retention, Incentives, and Leadership Succession

A strong management team can increase confidence, reduce owner dependence, and protect value through a transition. A fragile team can create the opposite result. This panel will examine how owners identify key people, build leadership depth, transfer institutional knowledge, and keep critical employees engaged before, during, and after a transaction.

Topics will include incentive design, phantom equity and long-term plans, stay and transaction bonuses, employment and restrictive-covenant considerations, succession development, communication timing, and the cultural signals employees watch when ownership may change. The panel will also address a recurring tension: how to reward the people who created value without creating promises the company or buyer cannot keep.

Attendees will leave with a practical framework for aligning people strategy with growth and transition strategy. Come join us!

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)