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

We launched the Houston Chapter in early 2023 with a focus on educating owners along their journey. Although we are the exit planning exchange, the biggest part of exit planning is growing businesses so that owners are better armed to exit on their own timing.

Our Chapter Launch was a Success!

Community

Launch Committee

Showing 15 Members
Doug Winnie of ActionCOACH of Central West Houston is a member of XPX Houston
Doug Winnie
President
ActionCOACH of Central West Houston
Andrew Walker of Bernstein Private Wealth is a member of XPX Houston
Andrew L Walker
Vice President/Private Wealth Advisor
Bernstein Private Wealth
Gregory Kostiuk of StratEX Sales LLC is a member of XPX Houston
Gregory J Kostiuk
Founder / President
StratEX Sales LLC
James Hintz of HST Tax Advisory Group, LLLP is a member of XPX Houston
James Hintz
Managing Partner
HST Tax Advisory Group, LLLP
Kevin Davis of BNY Mellon is a member of XPX Houston
Kevin Davis
SVP, Client Strategist
BNY Mellon
Felipe Suarez of Financially Sound Solutions is a member of XPX Houston
Felipe S. Suarez
Managing Partner
Financially Sound Solutions
Kevin Foyteck of Stout is a member of XPX Houston
Kevin Foyteck
Vice President
Stout
Don D. Ford
Managing Partner
Ford + Bergner LLP
John McKee of Encore Advisory Group is a member of XPX Houston
John A. McKee
Principal
Encore Advisory Group
Jack Chang of DGP Capital is a member of XPX Houston
Jack Chang
Managing Director
DGP Capital
John Walker of Walker Law PC is a member of XPX Houston
John H. Walker
Managing Partner
Walker Law PC
Daniel Magill of ClearPath Results is a member of XPX Houston
Daniel Magill
CEO / Founder
ClearPath Results
Michael Landers of UHY LLP is a member of XPX Houston
Michael K Landers
Partner
UHY LLP
Christine Hollinden of Hollinden Marketing Solutions, LLC is a member of XPX Houston
Christine M Hollinden
Principal
Hollinden Marketing Solutions, LLC
Emily Schreiber of PNC Bank is a member of XPX Houston
Emily Schreiber
VP, Senior Philanthropy Advisor
PNC Bank

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 and 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.

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The Latest News – XPX Houston

Latest – XPX Houston

If the value of your company would suffer in your absence, the biggest threat to its marketability might be you. “Buyers generally aren’t interested in paying top dollar if the business is overly reliant on the owner for its success.” That excerpt from a long-ago IBG Business article (“How Can I Increase the Value of…

In my work with family-owned businesses and various enterprises, I’ve observed a recurring theme: the unexpected pitfalls during the acquisition process. And let me tell you, nothing derails a potential deal faster than financial surprises. So, how do you ensure transparency and trust from both sides of the table? The answer lies in a Quality…

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Want to Learn More?

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

Community

Upcoming Chapter Events

27
Feb
28
Feb
Virtual access
Wed, Feb 28th, 2024 ⋅ 10:50am - 11:30am (EST)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
14
Mar
Virtual access
Thu, Mar 14th, 2024 ⋅ 9:50am - 11:00am (EST)
Virtual - you'll receive login info upon registration
26
Mar
Tue, Mar 26th, 2024 ⋅ 7:30am - 9:00am (CST)
The Briar Club 2603 Timmons Lane Houston, TX 77027
26
Mar
Tue, Mar 26th, 2024 ⋅ 7:30am - 9:00am (CST)
The Briar Club 2603 Timmons Lane Houston, TX 77027
23
Apr
Tue, Apr 23rd, 2024 ⋅ 4:00pm - 6:30pm (CST)
The Briar Club 2603 Timmons Lane Houston, TX 77027

Our Members

Founder
The Ericksen Law Firm PLLC
Employee Benefits Consultant
USI Insurance Services
VP, Senior Philanthropy Advisor
PNC Bank
Executive Director
J.P. Morgan Private Bank
Business Development
UHY

Why I'm an XPX Member