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.

Welcome to XPX Houston

Welcome to the XPX Houston! The Exit Planning Exchange is a network of local nonprofit associations of diverse professional advisors collaborating to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities.

We are actively recruiting launch committee members and sponsors. Feel free to contact us if you have any questions or want to learn more.

Community

Launch Committee

Showing 12 members
Doug Winnie of ActionCOACH of Central West Houston is a member of XPX Houston
Doug Winnie
President
ActionCOACH of Central West Houston
Kevin Davis
Sr Client Strategist
BNY Mellon
Michael K Landers
Partner
UHY LLP
Don D. Ford
Managing Partner
Ford + Bergner LLP
John H. Walker
Managing Partner
Walker Law PC
James Hintz of HST Tax Advisory Group, LLLP is a member of XPX Houston
James Hintz
Managing Partner
HST Tax Advisory Group, LLLP
Gregory Kostiuk of StratEX Sales LLC is a member of XPX Houston
Gregory J Kostiuk
Founder / President
StratEX Sales LLC
Kevin Foyteck of Stout is a member of XPX Houston
Kevin Foyteck
Vice President
Stout
Andrew Walker of Bernstein Private Wealth is a member of XPX Houston
Andrew L Walker
Vice President/Private Wealth Advisor
Bernstein Private Wealth
Emily Schreiber of PNC Bank is a member of XPX Houston
Emily Schreiber
VP, Senior Philanthropy Advisor
PNC Bank
Philip Armes of Northern Trust is a member of XPX Houston
Philip Armes
Senior Wealth Strategist
Northern Trust
Felipe S. Suarez
Partner
B2B CFO, LLC

Upcoming Events

Virtual access
Wed, Nov 23rd, 2022 10:50am (EST)
Wed, Dec 14th, 2022 11:00am (EST)
Join The Community

Want to Learn More?

Contact one of our Chapter Leaders or download our XPX Houston One Sheet.

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.

Advisor Professions

Accountants

Attorneys

Bankers

Coaches

Consultants

Insurance Providers

Investors

M&A Intermediaries

Non-Profits

Valuators

Virtual managers

Wealth Planners