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MEMBER PROFILE

 

Steve Conwell

Final Ascent LLC

 

Member profile details

Membership level
Dallas Sponsor
First name
Steve
Last name
Conwell
Title
CEO
Company
Final Ascent LLC
 

XPX ROLE

Chapter Sponsorship Type
Founder
Leadership Role
Founder, President, Sponsorship Co-Chair
 

CONTACT INFORMATION

City
Dallas
State
Texas
 

PROFILE INFORMATION

Call me when
A middle-market business owner would like to sell their company in 12 to 24 months, and they're not prepared to go to market.
Why I/we support XPX
To lead and grow the Dallas XPX Chapter, bringing together the best and brightest exit planning professionals who serve middle-market business owners.
Profession
  • Coach
  • Consultant
  • M&A Intermediary
Functional Expertise
  • Assurance
  • Audit
  • Board of Directors (not for profit)
  • Business development
  • Business growth
  • Business management
  • Cash flow enhancements
  • Cash management
  • Change Management
  • Compensation
  • Cooperative business models
  • Debt
  • Due diligence
  • Entrepreneurship
  • Exit/Transition Planning
  • Family business
  • Financial Modelling
  • Integration
  • Leadership Development
  • Management succession
  • Mergers
  • Operations
  • Organizational development
  • Risk management
  • Sales
  • Sell side/Divestiture
  • Strategic planning
  • Supply Chain
  • Transaction advisory
  • Transaction intermediary
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Energy/Utilities
  • Health/Pharma/Biotech
  • Manufacturing
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
PCVB
Transition Planning Certification or Methodology
Value Builder System and ValueMax System
In Business Since
2017
How to contact
214-253-8422
Business Focus
Mergers & acquisitions, exit planning, and legacy and wealth preservation
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