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
– 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.
Advisory Board



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
The Latest News – XPX Houston
Latest – XPX Houston
Chapter Events
Annual Sponsors


You're a business owner, or know of a business owner, that needs an investment bank or M&A firm to manage the entire process of selling/buying a business or obtaining financing.


companies are seeking growth strategy, marketing, and communications pre, during and post transaction

Houston Launch Sponsors

companies are seeking growth strategy, marketing, and communications pre, during and post transaction

Need help managing growth, and exit and transition planning.


you or clients need customized wealth management advise and financial planning that protects and grows your wealth

“A well-prepared business gets more offers, and usually better offers, than does a less-prepared one. A well-prepared business also advances the sale more quickly. Chances are your business can be improved in ways that enhance a buyer’s confidence.
Upcoming Chapter Events
Our Members

