Giving Back To Our Community
Our leaders demonstrate their dedication to the XPX mission and our local community by pitching in to ensure we have the best people in the room sharing the best content. They are role models for the kind of collaboration and long-term thinking that our members value. Please reach out to any of our leaders to learn how you too can gain visibility and influence as a volunteer for our chapter.
Leader Directory
Call Me When... clients would like an advisor and partner in their banking. I am able to help with their lending needs; everything from office space, equipment, partner buy in/buy outs, and everything in between. I also specialize in cash mngmt. Value add so impt
Call Me When... Investment banking, mergers and acquisition advisory, capital raising
Call Me When... have question on SBA funding to purchase a business, buyout a partner or expand.
Call Me When... Business owner is ready to sell their business (M&A Intermediary)
Call Me When... you are preparing for a sale, ownership transition, shareholder buyouts, or disputes
Call Me When... In need of corporate and transactional advisory services
Call Me When... you have a question regarding the way to maximize the outcome of a founder's exit, including how to value the company, family/exit considerations, how to prepare a company for sale and the best process to meet clients' objectives.
Call Me When... You are working with business owners/entrepreneurs that need help with pre-transaction planning.
Contact & Connect
Chapter Events
Annual Sponsors
you have a question regarding the way to maximize the outcome of a founder's exit, including how to value the company, family/exit considerations, how to prepare a company for sale and the best process to meet clients' objectives.
You have questions about ESOPs or clients who may be interested in learning whether an ESOP may be an appropriate strategy to address their planning needs.
have question on SBA funding to purchase a business, buyout a partner or expand.
Your client needs tax planning, estate planning, or charitable giving advice in connection with a transaction
Silver Sponsors
you want to explore getting the most benefit from your business, as well as how to preserve, protect and maximize the value it represents in your and your family's financial future.
A business owner wants to make changes that will impact their people: implement strategy, add headcount, improve process, increase productivity.
Call or text (214) 202-8939 for any matter - meetings, events, coordination, etc. Profit Inc HQ is in Fort Worth, but I live/work from Frisco TX.
My practice focuses on Business Divorce matters. Call me when your clients have conflicts with their business partners, or when they are seeking to create a Buy-Sell agreement or other corporate pre-nup (partner exit plan).