XPX Houston Summit 2026
Schedule
Thu Feb 12 2026 at 07:30 am to 04:30 pm
UTC-06:00Location
Houston Country Club | Houston, TX
About this Event
Welcome to the XPX Houston Summit 2026!
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 and connect with like-minded business owners.
CHOOSE YOUR PATH
Value Growth: Learn strategies to grow your company’s revenue and value.
Transfer: Explore options and best practices for ownership transition and sales.
Legacy: Build a framework for leaving a meaningful legacy
AGENDA HIGHLIGHTS
- Business Valuation
- Legacy Planning
- Preparing for a Sale
- Strategic Planning
- Value Growth
- Growth Strategies
REGISTRATION
To register, please visit - https://www.exitplanningexchange.com/houston/summit/
Agenda
🕑: 07:30 AM - 08:00 AM
Registration, Coffee & Networking
🕑: 08:30 AM - 08:45 AM
Breakfast / Welcome Remarks
🕑: 08:45 AM - 09:30 AM
Opening Keynote: Owners & Exits
Info: This panel features the stories of owners who sold their business to a strategic buyer, private equity, and to family.
🕑: 09:30 AM - 09:45 AM
Morning Break
🕑: 09:45 AM - 10:30 AM
Keynote #2: Sharon Heaton
🕑: 10:45 AM - 12:00 PM
Learning Lab #1
Info: The Summit is split between three tracks - Growth, Transfer, and Legacy. Pick the path that best speaks to you: (Growth) Profitable Growth: Scaling Without Sacrificing Margins, (Transfer) What is My Business Worth - Really?, (Legacy) Built to Scale: How to Create a Business That Runs without You
🕑: 12:00 PM - 01:00 PM
Lunch: Keynote, Networking
Host: George Sandmann
🕑: 01:15 PM - 02:30 PM
Learning Lab #2
Info: Pick your path: (Growth) Funding the Climb: Capital Strategies to Fuel Sustainable Growth, (Transfer) The Anatomy of a Sale: What to Expect From Start to Finish, (Legacy) Tax Minimization Strategies for the High-Stakes Exit
🕑: 02:45 PM - 03:00 PM
Networking & Refreshments
🕑: 03:00 PM - 04:15 PM
Learning Lab #3
Info: Pick your path: (Growth) Grow by Acquisition: How to Buy a Company Without Breaking Yours, (Transfer) Boosting Value Before You Sell: 12-24 Month Game Plan, (Legacy) Navigating Complex Family Dynamics and Succession Without the Family Drama
🕑: 04:15 PM - 04:30 PM
Closing Remarks
🕑: 04:30 PM - 05:30 PM
Reception & Networking
Where is it happening?
Houston Country Club, 1 Potomac Drive, Houston, United StatesEvent Location & Nearby Stays:
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