XPX Dallas – Transaction Process: Tricks of the Trade from Exit Planners and M&A Advisors (Case Study) is a professional learning event hosted by the Exit Planning Exchange (XPX) Dallas chapter, focused on real-world transaction insights for business advisors and owners. Through a detailed case study, experienced exit planners and M&A advisors will share practical strategies, common pitfalls, and best practices for navigating the transaction process from preparation through closing. Attendees will gain actionable techniques used by seasoned professionals in structuring deals, managing due diligence, aligning stakeholder interests, and maximizing outcomes. This session offers valuable knowledge for advisors, intermediaries, and business owners looking to deepen their understanding of complex transactions and improve execution in real deals.
