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Upcoming events

    • March 22, 2018
    • 8:00 AM - 10:00 AM (CDT)
    • Halle on Huebner (Next to Magnolia Pancake Haus- note venue change!), San Antonio
    One of the primary issues in exit planning is understanding the value of a business. Join us for a discussion by three valuation experts, each with different training in how to determine the potential selling price of a business.

    Click here for the Case Study.

    • May 17, 2018
    • 8:00 AM - 10:00 AM (CDT)
    • The Petroleum Club, 8620 N. New Braunfels Ave #700, San Antonio, TX
    The new laws have many owners questioning the tax-efficiency of their current business model in a transfer. Join us for a discussion by three tax experts about the benefits and pitfalls of corporations and pass-through entities when planning a sale to third parties or succession by family or employees.

    Click here for the Case Study.

    • September 20, 2018
    • 11:30 AM - 6:30 PM (CDT)
    • TBD

    Speakers, Panels, and Networking......

    Stay Tuned!

    • November 15, 2018
    • 8:00 AM - 10:00 AM (CST)
    • The Petroleum Club, 8620 N. New Braunfels Ave #700, San Antonio, TX

    Stay Tuned!

Chapter Events



The most valuable part of my participation with XPX is the education about exit planning that I have received from attending meetings and from all the members. XPX is a very approachable group. Everyone is willing and interested in an exchange of ideas. I especially like the Power of Three which enables you to get to know other members better.

Dick Albu, Albu Consulting LLC

I really enjoy the small group interactions at XPX which is different from other organizations. I have also received an engagement from a XPX member.

Alan Booth, Executive Leadership Advisor

XPX offers excellent content based seminars specifically geared towards professionals focusing on the sale or transition of a business. The diverse topics and membership provide strong networking opportunities. Both the targeted content and diverse membership, focusing on bringing advisors together as a team to help the client, help XPX stand out from other organizations.

Michael Clear, Wiggin and Dana

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