At XPX, learning and networking go hand in hand
XPX Austin promotes peer learning, networking and visibility for our members, while creating an environment that fosters collaboration on behalf of our clients. Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy.
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Founding Sponsors




You have questions about Federal or state tax planning or compliance, business valuations, entity structuring or mergers and acquisitions.



Working with a business owner who is considering selling their lower middle market company or is interested in growing inorganically through an acquisition.



You have a need for holistic wealth planning and investment management before and after an exit.



You need corporate legal assistance and are contemplating raising capital for an operating company, investing in an operating company (private equity or venture capital) or selling or buying a business.



Classically-trained commercial banker who will serve your clients the way you do - with purpose and passion



Clients have needs to be addressed in an exit plan that involve life insurance.



you know an owner or executive of a privately held company in need of legal assistance in forming, growing or selling his or her business.



you need guidance on how to plan for your financial future as a result of a potential liquidity event.
Annual Sponsors






A business owner or investor in a business is having a liquidity event and needs help thinking through how to achieve long-term financial goals after an exit.



an opportunity arises to engage a wealth management team that can guide you on maximizing the value of your business, advise you through the transition, and design a wealth management strategy to preserve your legacy.


