XPX HOUSTON BREAKFAST: BUSINESS UPDATE FOR ADVISORS: LEGAL, TAX, AND MARKET UPDATE (MEMBERS ONLY + INVITED POTENTIAL MEMBERS)

Join us as we hear from the experts on recent developments in legal, tax, and the market. Our focus will be on an update useful to all advsiors to aid in working with owners. Content will be focused on impacts to business growth, transfer, and owner legacy. 

SPEAKERS:

LEGAL UPDATE COVERED BY:

Geoff Long
Consulting Counsel
Holland & Knight

TAX UPDATE COVERED BY:

James Hintz
Partner
HST Tax Advisory Group

MARKET UPDATE COVERED BY:

Nickolas R. Dreps
Director – Investment Banking
STOUT

AGENDA:

7:30 - 8:00 am Registration and Light Networking
8:00 - 8:45 am Program
8:45 - 9:00 am Q&A

Pre-registration online is a must for catering planning.

EDUCATIONAL EVENT PRICING:

No fee for XPX members and prospective members. 

Member referral is required if a guest wants to attend. The member (not guest) must email angie@exitplanningexchange.com to sign up their guest. Full name, firm and email address is required.

Limited to 2 free passes to educational meetings only.  Guest must join XPX if they want to attend 3 or more events. 

Please Note:
Our event registrations are not transferable/no substitutes from a member to non-member.  Our memberships are not sharable.  Membership benefits only apply to the "Approved Individual Member", not to other employees of the same firm or company.