XPX Houston - Beyond the Tax Plan: Managing Tax Strategy Through Growth and Exit

Tax strategy should not begin when a transaction is already underway. The greatest opportunities often come from proactively managing tax decisions throughout the life of a business.

Join XPX Houston for a discussion with Doug Dickey on moving beyond a one-time tax plan to a more comprehensive tax management system. Doug will explore how ongoing planning, implementation, monitoring, and adjustment can help business owners pursue better outcomes during operations and when preparing for an eventual sale.

Attendees will gain a practical framework for treating tax as an actively managed part of business and exit planning, rather than something simply reported after the fact.

Douglas A. Dickey, CPA, CVGA, CEPA
Partner
DRDA

Douglas A. Dickey, CPA, CVGA, CEPA is the Managing Member of DRDA, PLLC and has more than four decades of experience in public accounting, taxation, and business advisory services. He is a co-founder of one of Houston’s top 25 accounting firms and an Inside Public Accounting Top 500 firm.

Doug works primarily with entrepreneurs and small to middle-market businesses, helping owners navigate business growth, tax planning, succession, transition, and exit planning. A frequent speaker and panelist, he has presented on topics including business valuation and value growth, buying and selling businesses, financing, profit optimization, risk management, and succession planning.

Agenda:

4:30 - 5:00 pm Registration and Light Networking
5:00 - 6:00 pm Program & Q&A

Registration Fees:

XPX Houston Members: No Charge.  Registration is required so we have an accurate  headcount for catering planning.

Non-Members: $50.00
Non-Members Same Day: $60.00

Registration covers food & beverages.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds or credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.

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