2023 Summit
Navigating Detours on the Road to Success
Location
The Club at Sonterra
Date
Thursday, September 21st, 2023
Advisor Directory
Get to know the advisors from XPX attending this year's Summit - Click on an advisor's name to contact them now.
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Contact & Connect
Chapter Events
Tue, May 21st, 2024 ⋅ 7:30am - 9:00am (CDT)
Thu, Sep 19th, 2024 ⋅ 8:00am - 1:00pm (CDT)
Summit Sponsors
Platinum
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Nicholas Colombo - Call me when...
a business owner is considering a succession plan that aligns with their holistic financial plan for their family.
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Joseph James - Call me when...
You, as a business owner, executive, or professional, are interested in improving business performance or securing your financial future.
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Robert Snowden - Call me when...
Business Valuation Specialist | Buy-Side & Sell-Side ESOP Advisory | Exit Planning | Transaction Advisory | Estate & Gift Tax | Financial Reporting | Litigation | Family Law
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Lamar Gresham - Call me when...
you have a need for understanding of the exposures facing the non-financial assets of the financially successful individuals and families.
Gold
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Silver
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Bronze
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Media
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