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  • Exit Planning Exchange
Exit Planning Exchange
Oct
04

XPX Houston: Checklist a buyer will use to evaluate your business.

Details

Date & Time

Wed, Oct 4th, 2023 ⋅ 4:00pm - 6:30pm (CDT)

Location

The Briar Club 2603 Timmons Lane Houston, TX 77027

Tickets

Houston Members
$0.00
Non-Member
$50.00
Non-Member Same Day/Walk-in Fee
$60.00
Guests

Registrants

33 people attended
AB
Luis Chaves of Pangea Financial Group is a member of XPX Houston
Andrew Walker of Bernstein Private Wealth is a member of XPX Houston
Rusty Smith of EOS Worldwide is a member of XPX Houston
RR
+28

For private companies looking at a potential exit, there is a prescription of activities and tools that can be used to ready the business for a buyer. Join the Houston XPX Chapter as we discuss and hone in on a typical checklist of items a buyer will evaluate in a sale.


Agenda:

4:00 – 4:30pm  Registration and Light Networking
4:30 - 5:30pm  Program
5:30 – 6:30pm  Member Social 



REGISTRATION FEES:

Online Registration is required for an accurate headcount of the event.

XPX Houston Members: No Charge

Non-members: $50.00
Non-members Same Day/Walk-in Fee: $60.00

Registration covers food and beverage.  

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes/not transferable. 


THANK YOU TO OUR EVENT SPONSOR:



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Guests
Registrant lists may take up to 24 hours to update on Events pages.
AB
Alex Brokhin
Imperial
Luis Chaves of Pangea Financial Group is a member of XPX Houston
Luis Chaves
Pangea Financial Group
Andrew Walker of Bernstein Private Wealth is a member of XPX Houston
Andrew Walker
Bernstein Private Wealth
Rusty Smith of EOS Worldwide is a member of XPX Houston
Rusty Smith
EOS Worldwide
RR
Rich Rector
Veritex Bank
Colleen Migl of Quadros Migl & Kilmer PLLC is a member of XPX Houston
Colleen Migl
Quadros Migl & Crosby PLLC
Christopher Hatten of Withum is a member of XPX Houston
Christopher Hatten
PKF Texas
WB
Will Bateman
UHY
Jack Chang of DGP Capital is a member of XPX Houston
Tsekang Chang
DGP Capital
JC
Justin Cremer
Accelligence
Gregory Kostiuk of StratEX Sales LLC is a member of XPX Houston
Gregory Kostiuk
StratEX Sales LLC
Brett Moyer of Moyer Lewis LLP is a member of XPX Houston
Brett Moyer
Moyer Lewis LLP
John McKee of Glaucon Capital Partners is a member of XPX Houston
John McKee
Encore Advisory Group
AT
Austin Thomas
Jackson Walker LLP
Michael Landers of UHY LLP is a member of XPX Houston
Michael Landers
UHY LLP
AB
Allen Baker
USI
Dustin Williamson of vcfo is a member of XPX Houston
Dustin Williamson
vcfo
AB
Adan Belgodere
Bridgepoint Consulting
Kevin Davis of BNY Mellon is a member of XPX Houston
Kevin Davis
BNY Mellon
Robert Latham of IBG Business M&A Advisors is a member of XPX Houston
Robert Latham
IBG / Altapraem M&A Advisors
Emily Schreiber of PNC Bank is a member of XPX Houston
Emily Schreiber
PNC Bank
WG
Wendy Ghormley
Live Oak Bank
Shelia Darby of BizWorth is a member of XPX Houston
Shelia Darby
BizWorth
MC
Manuel A Calderaurcuyo
Calur Energia
JL
Jeremy Lacy
Bridgepoint Consulting
Christine Hollinden of Hollinden Marketing Solutions, LLC is a member of XPX Houston
Christine Hollinden
Hollinden Marketing Solutions, LLC
Doug Winnie of ActionCOACH of Central West Houston is a member of XPX Houston
Doug Winnie
ActionCOACH of Central West Houston
JB
Jim Briggs
Kevin Foyteck of Stout is a member of XPX Houston
Kevin Foyteck
Stout
EP
Edgar Pelaez
Avanssara LLC
Felipe Suarez of Financially Sound Solutions is a member of XPX Houston
Felipe Suarez
Financially Sound Solutions