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, Apr 23rd, 2024 ⋅ 7:30am - 9:00am (CDT)
Thu, Sep 19th, 2024 ⋅ 8:00am - 1:00pm (CDT)
Summit Sponsors
Platinum
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John Weeks - Call me when...
You (or someone you know) are in need of assistance in planning for, and executing on your/their own personal & family exit from the ownership of a closely-held-business
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Mark Goldman - Call me when...
Successors are needed in an accounting firm, or as financial professionals for new ownership
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Drew Digby - Call me when...
a business owner needs comprehensive financial planning leading up to, during, or after a business transition.
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Tom Poltersdorf - Call me when...
a business owner wants to exit but they have no Personal Financial Plan and no strategy to turn their proceeds into a sustainable income stream.
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Tyler McGee - Call me when...
You have any questions pertaining to insurance
Gold
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Silver
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Bronze
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Media
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