Welcome to XPX Houston
We are actively developing our Chapter.
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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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Attorneys
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Coaches
Consultants
Insurance Providers
Investors
M&A Intermediaries
Non-Profits
Valuators
Virtual managers
Wealth Planners
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Chapter Events
Annual Sponsors





You are in need of audit or transaction advisory services. I specialize in companies and transactions where there is either some clean-up or complex matters that need to be addressed.





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 raising debt/equity financing.













You know a business leader who is frustrated, or wants to optimize for growth/sale. Clarify, Simplify, Execute!





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



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



You want to increase the value of your company by growing revenue in an efficient and scalable way.



Need help managing growth, and exit and transition planning.






Advisor and partner to business owners and families in the articulation of their values and implementation of desired impact by layering tax efficiency with purpose-driven capital deployment.





You are in need of audit or transaction advisory services. I specialize in companies and transactions where there is either some clean-up or complex matters that need to be addressed.



You have a buy or sell transaction you're considering.



“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.





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






A client needs a business valuation for gift/estate tax purposes, divorce, contemplated sale, or financial reporting. In addition, we can assist with investment banking, transaction advisory, and commercial real estate appraisal services.



Want to take a company from good to great. International Professional Speaker on topics from marketing and sales to belief systems and improving team performance






a client is experiencing a liquidity event and looking for comprehensive advice to support their overall financial health. (Wealth Management, Trust/Fiduciary Services, Lending, Private Banking and Family Office Services.)





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 raising debt/equity financing.










You know a business leader who is frustrated, or wants to optimize for growth/sale. Clarify, Simplify, Execute!
Want to Learn More?
Contact one of our Chapter Leaders or download our XPX Houston One Sheet.