• Home
  • Find an Advisor
  • Advisor Resource Center
    • Advisor Resource Members
    • Join
  • Chapters
    • Find a Chapter
      • Atlanta
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Radio Show
        • Expo
      • Austin
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Charlotte
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Chicago
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Cleveland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Connecticut
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Dallas
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • DC Metro
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Denver
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Greater Boston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Hawaii
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Houston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Long Island
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Maryland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Nashville
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New Jersey
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New York
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Northern California
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Philadelphia
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Phoenix
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • San Antonio
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Tri-State
        • Events
        • Join
        • News
        • Summit
      • Triangle
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
    • Chapters in Development
      • Fort Worth
      • Piedmont Triad
      • Utah
    • Start a Chapter
    • Emerging Professionals
  • Knowledge Exchange
  • New & Upcoming
    • What’s New
    • National Calendar
  • About XPX
    • About
    • Advisor Principles
    • F.A.Q.s
  • Contact
    • Contact
    • Help
  • Login
    Sign up

    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Sep
29

XPX Austin Case Study 1 – The Challenges Faced by Every Business Owner

Login to Register
Don't have an account? Create an account
Details
Apple
Google (online)
Outlook 365 (online)
Outlook
Outlook.com (online)
Yahoo! (online)

Date & Time

Tue, Sep 29th, 2026 ⋅ 7:30am - 9:00am (CDT)

Location

RSM Austin Office 300 Colorado Street, 16th floor, Austin, Texas, 78701

Status

Registration Open

Tickets

Austin Members
$20.00
Austin Members 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

17 people are going
MS
Nathan Klatt of Rockport Investment Partners is a member of XPX Austin
BM
Blair Morrison of AutoCFO is a member of XPX Austin
AH
+12

Please join us for the relaunch of XPX Austin as we kick off a year-long business owner case study focused on the issues that impact enterprise value, succession planning, and successful ownership transitions!

The morning begins with networking at 7:30 AM, followed by an interactive discussion built around a fictional founder-led company facing many of the same challenges encountered by business owners every day. Together, attendees will explore how advisors from different disciplines can help address owner dependence, management succession, value creation, growth planning, and exit readiness.

XPX is built on the belief that business owners achieve better outcomes when their advisors collaborate. This session will provide an opportunity to learn from experienced professionals across multiple disciplines, share perspectives, and begin building the relationships that make XPX such a valuable community. Whether you advise business owners, investors, family enterprises, or middle-market companies, you'll leave with practical insights and a deeper understanding of how collaborative planning creates better outcomes for clients.

As we launch our Fall 2026 programming, we invite you to join us and help shape the future of the XPX Austin chapter!

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.

Make XPX Part of Your Business Plans
Attend an event
Join a chapter
Start a chapter
Find an advisor
Explore
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
Learn
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
Account
  • Login
  • Sign Up
  • Login
  • Sign Up
Connect
  • Contact
  • Become A Sponsor
  • Contact
  • Become A Sponsor
Help & Support
  • Help
  • Help
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map

© 2026 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

Paper-plane Linkedin Youtube

© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
MS
Michelle Sledz
Insperity
Nathan Klatt of Rockport Investment Partners is a member of XPX Austin
Nathan Klatt
Rockport Investment Partners
BM
Brad Mitchell
Rigby Slack PLLC
Blair Morrison of AutoCFO is a member of XPX Austin
Blair Morrison
AutoCFO
AH
Ari Haas
Capital Strategies
TK
Timothy Klatt
Rockport Investment Partners
MO
Matt Onufrow
Fifth Third Bank
Marilyn Pillow of Rockport Investment Partners is a member of XPX Austin
Marilyn Pillow
Rockport Investment Partners
RM
Ryan Mullins
Graystone Consulting
JN
John Paul Novak
Relation Insurance Services
FH
Faye Hilpert
PNC Private Bank
BL
Blake Leffingwell
Frost Bank
Robert Jablonski of Recharge Consulting is a member of XPX Austin
Rob Jablonski
RECHARGE Consulting
EB
Eric Bowers
Live Oak Bank
EK
Eric Kelley
VeraBank
RP
Ronnie Powell
VeraBank
KP
Kaylee Prescott
Cherry Bekaert Advisory LLC