Put The Power of XPX Membership to Work For You - and Your Clients

The Exit Planning Exchange –  XPX Houston Chapter is a community of trusted advisors that collaborate to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities.

XPX Summit: One Day. Content Rich. Actionable Insights.

Be part of the first annual business owner summit

The XPX Houston Summit is your roadmap to growing your business, preparing for an ownership transfer, or creating a lasting legacy. Gain actionable insights from industry leaders through tailored tracks – value growth, transfer, and legacy – designed to address business owners’ most pressing questions, challenges, and visions for the future.

7:30 AM: Registration and Networking
8:30 AM - 5:00PM: Summit
5:00PM - Closing Reception
Our agenda features hot topics such as

– Advanced Tax Strategies
– Business Valuation
– Leadership
– Legacy Planning
– Preparing for a Sale
– Technology and Cybersecurity
– Growth Strategies

Ready to see more? Check out the full agenda, including who is speaking, here.

Community

Advisory Board

Showing 4 Members
Johanna Watson of Artemis Partners is a member of XPX Houston
Johanna Watson
CEO
Artemis Partners
Robin Stanaland of RMS and Company and Vistage is a member of XPX Houston
Robin Stanaland
President / Chair
RMS and Company and Vistage
Marie Diaz
CEO
CEO CLUBS IMPACT
Doug Winnie of ActionCOACH of Central West Houston is a member of XPX Houston
Doug Winnie
President
ActionCOACH of Central West Houston

About XPX

XPX is a multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. Private company transitions require a broad view of the entire life cycle of a private company including:

Business Value Growth
Business Value Transfer
Owner Life & Legacy

Our community includes advisors and owners in all stages of this process. Our members have specific areas of expertise as well as a holistic understanding of the breadth of challenges an owner faces throughout the stages of the private company life cycle. This helps XPX members to work in the best interest of their clients.

We have a clear set of shared principles for advisor excellence. Each of the 12 professions involved in XPX has specific ethics and practice guidelines. Our members take this a step further, adhering to a set of principles that guide collaboration and long term thinking (see our five Advisor Principles)

We are unique in that we are the only open advisor network in the private company/business value transfer market. This means that we do not advocate a single approach or vendor. Instead, we endeavor to be a place where all advisors, owners and vendors can interact and collaborate.

Each XPX Chapter is a locally-controlled non-profit organized by national and regional leaders in the private company market. The first XPX chapter was launched in Boston in 2007. Today, we have Chapters across the U.S..

The Chapters are supported by XPX Global, an entity that provides capital, intellectual property and administrative support to Chapter operations. This model takes care of the administrative tasks that are the bane of the boards of most professional organizations. It leaves to the Chapters the key tasks of events, membership and sponsorship—the most visible and high value activities for volunteers interested in an increased profile in the private company market.

Want to learn more? Please contact XPX Houston President, Michael Landers at mlanders@uhy-us.com. 

Advisor Professions

Accountants

Attorneys

Bankers

Coaches

Consultants

Insurance Providers

Investors

M&A Intermediaries

Non-Profits

Valuators

Virtual managers

Wealth Planners

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Our Members

Entrepreneurial Operating System (EOS)
EOS Implementer
44 Business Capital- A Division of Berkshire Bank
FVP, SBA Lending
Imperial
Founder
Rockport Partners
Managing Director
BOYAR MILLER ATTORNEYS AT LAW