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  • Exit Planning Exchange
Exit Planning Exchange
Oct
27

XPX Austin - Case Study 2: The Road to a Premium Valuation

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Details
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Date & Time

Tue, Oct 27th, 2026 ⋅ 7:30am - 9:00am (CDT)

Location

RSM Austin Office, 300 Colorado Street, 16th Floor, Austin, TX 78701

Status

Registration Open

Tickets

Austin Members & Sponsors
$20.00
Austin Members & Sponsors Same Day
$30.00
Non-Members
$40.00
Non-Members Same Day
$50.00
XPX Chapter Network Members
$30.00
XPX Chapter Network Members Same Day
$40.00
Guests

Registrants

7 people are going
BM
RM
Marilyn Pillow of Rockport Investment Partners is a member of XPX Austin
Nathan Klatt of Rockport Investment Partners is a member of XPX Austin
TK
+2

Following a highly interactive kickoff session, XPX Austin continues its year-long case study series with Case Study 2: The Road to a Premium Valuation.

During our first session, advisors identified the key challenges facing HiTech such as founder dependence, customer concentration, and management scalability. The next question is simple: how does a good business become a highly valuable and transferable business?

The morning will begin with networking at 7:30 AM, followed by an interactive discussion focused on the strategic initiatives that drive enterprise value. Working through the HiTech case study, attendees will explore how business owners can strengthen management teams, increase recurring revenue, diversify risk, improve scalability, and position their companies for premium valuation multiples. Participants will discuss the specific actions that create value and the common factors that prevent otherwise successful businesses from achieving their full potential.

XPX is built on the belief that business owners achieve better outcomes when their advisors collaborate. This session will bring together professionals from across the advisory community to share perspectives on value creation, growth planning, succession readiness, and long-term strategic positioning. Whether you advise business owners, investors, family enterprises, or middle-market companies, you’ll leave with practical insights into what truly moves the multiple and how advisors can help clients build more valuable and transferable businesses.

Registration Fees:  

XPX Austin Members: $20.00
XPX Austin Members Same Day: $30.00

XPX Chapter Network Members: $30.00
XPX Chapter Network Members Same Day: $40.00

Non-Members: $40.00
Non-Members Same Day: 50.00

Registration covers continental breakfast.  

Annual Sponsorships are now available, click here for information.

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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Guests
Registrant lists may take up to 24 hours to update on Events pages.
BM
Brad Mitchell
Rigby Slack PLLC
RM
Ryan Mullins
Graystone Consulting
Marilyn Pillow of Rockport Investment Partners is a member of XPX Austin
Marilyn Pillow
Rockport Investment Partners
Nathan Klatt of Rockport Investment Partners is a member of XPX Austin
Nathan Klatt
Rockport Investment Partners
TK
Timothy Klatt
Rockport Investment Partners
Blair Morrison of AutoCFO is a member of XPX Austin
Blair Morrison
AutoCFO
GB
George Bryson
Corporate Finance Associates