XPX Houston 2026 Summit
Empowering Growth | Elevating Value
Location
Houston Country Club,
1 Potomac Dr, Houston, TX 77057
Date
Thursday, February 12th, 2026
One Day. Content Rich. Actionable Insights
One Day. Content Rich. Actionable Insights.
The XPX Houston Summit is the premier event for business owners aiming to scale their companies, explore ownership transfers, or create enduring legacies. Walk away with strategies that drive growth, enhance leadership, and maximize company value. Hear from experienced professionals, engage with business owners, and build valuable connections.
Summit Program
Explore our speakers, sponsors, and more!
Tickets & Registration
Register now to take advantage of early-bird pricing, AND very special pricing for XPX members and sponsors, and an extra special combo package for EXIT XPO + XPX Atlanta Membership
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XPX Members $250.00
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Non-Members $350.00
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Owner $275.00
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Same Day / Walk-ins $475.00
Program Agenda
Registration, Coffee, & Networking
7:30am
Breakfast / Welcome Remarks
8:30am
Opening Keynote
8:45am
Keynote #1
What's Your Why?
Speaker
John Garrett
Morning Break
9:30am
Learning Lab 1
10:45am
Growth Path
Profitable Growth: Scaling Without Sacrificing Margins
- Explore strategies for maintaining gross and net margins while growing top-line revenue
- Use data to identify unprofitable growth and redirect efforts to higher-value areas
- Learn how pricing, operational efficiency, and customer mix impact profitability
- Understand when to say “no” to growth opportunities that don’t serve your bottom line
- Drive revenue growth through customer success, upsell, and retention strategies
- Use segmentation and personalization to increase customer lifetime value
- Implement a structured voice-of-the-customer program to drive innovation
- Learn how referrals and advocacy can fuel low-cost, high-trust growth
Transfer Path
What Is My Business Worth — Really?
- Learn how businesses like yours are valued (multiples, EBITDA, DCF, and more)
- Understand what increases or decreases valuation — beyond the numbers
- Explore how buyers think about value vs. how owners often misjudge it
- Compare third-party valuation types: fair market, strategic, and financial
Legacy Path
Built to Scale: How to Create a Business That Runs Without You
- Understand how founder behaviors and beliefs can unintentionally cap growth
- Learn to transition from working in the business to working on it
- Develop the leadership team that can grow the company beyond your shadow
- Explore personal development strategies that keep pace with your company’s evolution
- Implement systems and delegation models to reduce owner dependency
- Discover how scalable businesses attract better buyers, investors, and talent
- Build a culture of empowerment, ownership, and accountability
- Learn how to gradually step back without losing control or momentum
Learning Lab 2
1:15pm
Growth Path
Funding the Climb: Capital Strategies to Fuel Sustainable Growth
- Compare capital sources: bank debt, mezzanine, private equity, and non-traditional funding
- Learn how to build relationships with investors and lenders before you need funding
- Understand how to align capital structure with your strategic goals
- Avoid common funding mistakes that stall or compromise growth
Transfer Path
The Anatomy of a Sale: What to Expect from Start to Finish
- Walk through the full lifecycle of selling a business: preparation to close
- Learn how to build your “exit team” (M&A advisor, CPA, attorney, wealth planner)
- Understand how long it really takes and where the delays happen
- Learn what decisions owners typically regret — and how to avoid them
+1
Legacy Path
Tax Minimization Strategies for the High-Stakes Exit
- Latest tax code updates and strategies specific to middle market sellers
- Structuring your exit to minimize capital gains and estate taxes
- Leveraging charitable trusts and donor-advised funds
- How to structure trusts, family offices, and investment strategies post-exit
- Risk management strategies to preserve capital
- Diversification techniques after a liquidity event
Networking / Refreshment Break
2:45pm
Learning Lab 3
3:00pm
Growth Path
Grow by Acquisition: How to Buy a Company Without Breaking Yours
- Understand how to identify strategic acquisition targets that align with your growth goals
- Learn integration best practices to protect culture, customers, and cash flow
- Discover financing options and deal structures that limit risk
- Hear real-life acquisition war stories — what worked, what didn’t, and why
Transfer Path
Boosting Value Before You Sell: 12–24 Month Game Plan
- Identify the operational, financial, and legal improvements that increase valuation
- Learn how to reduce “deal-killers” before you hit the market
- Explore the impact of recurring revenue, customer concentration, and IP
- Discover value-boosting moves that don’t require massive reinvestment
Legacy Path
Navigating Complex Family Dynamics and Succession Without the Family Drama
- How to plan for generational wealth transfer effectively
- Creating governance structures that support long-term family harmony
- Aligning next-gen vision with founder values
- Preparing heirs emotionally and financially for wealth
- When to bring in a family business consultant or therapist
- Creating family charters and regular legacy conversations
+1
Closing Remarks
4:15pm
Reception & Networking
4:30pm
Coming Soon
Contact & Connect
Platinum Sponsors
Gold Sponsors
Silver Sponsors
Goody Bag Sponsors
Name Tag Sponsors
Bronze Sponsors
