XPX San Antonio 2020 Summit
THIRD ANNUAL
XPX OWNER AND ADVISOR SUMMIT
Four day virtual event
October 5 - 8 at 4 PM
Join us for this special event designed with business owners and their advisors in mind!
Sooner or later, every owner exits his or her business. Planning allows you to control the time frame, method and proceeds of your transition. If you want to maximize your results and minimize your headaches, take advantage of this once-a-year event! Expert speakers and panels will discuss when family and business don’t mix, preparing your business for a buyer and planning for your personal liquidity event.
This all-virtual event will include the popular “Tales from the Trenches”. Every panel will include experiences and insights from business owners who took successful exit paths, why they chose the method they did, what went right and what went wrong.
If you plan to sell your business, whether to family, employees or a third party, your first step should be learning how the process works. Space is limited for this event.
SCHEDULE
MONDAY PANEL 4 to 5:30 PM CDT
Valuations & financing problems during the pandemic
Moderator:
Carolyn Smith, Chartered Advisor in Philanthropy, Senior Partner - C3Financial
Panelist:
Kim Ford, CPA - theKFORDgroup
Jim Park, ASA - Munroe, Park, & Johnson, Inc.
Robert Potter, Executive Vice President, Lone Star Capital Bank
Tim Ramon, 3rd generation owner - JR Ramon & Sons
Program will include a presentation, interactive round table discussions and networking with other attendees.
TUESDAY PANEL 4 to 5:30 PM CDT
Exit planning and implementation to 3rd parties during the pandemic
Moderator:
Kelly Foster, Attorney - Gardner Law Firm
Panelist:
Tim Geppart, CFO - Vaco with client Bill Roberts, CEO of T&D Moravits & Co.
Steven Bankler, CPA -Steven Bankler CPA, Ltd with client Allen Devino, former owner of POS Solutions, LLC
Program will include a presentation, interactive round table discussions and networking with other attendees.
WEDNESDAY PANEL 4 to 5:30 PM CDT
Exit planning and implementation to inside parties during the pandemic
Moderator:
John Dini, CMBA, CExP, CEPA - MPN, Inc.
Panelist:
Steven Bankler, CPA -Steven Bankler CPA, Ltd with client Jeremy Calvert, CEO - Vighter, LLC
James Rosenblatt, Attorney - Rosenblatt Law Firm with client Andrew Jett of President MeriTec Services
Program will include a presentation, interactive round table discussions and networking with other attendees.
PANEL SCHEDULE - ALL DAYS
4:45 – 5:00 Table Discussions and Formation of Q & A
5:00 – 5:15 Live Q & A from Panel
5:15 – 5:30 Networking
THURSDAY KEYNOTE 4 TO 6:00 PM CDT
M&A Communication Strategies in a Pandemic World
Key Note Speaker:
Leslie Komet Ausburn, President/CEO - Komet Marketing Communications
Program will include a presentation, interactive round table discussions and networking with other attendees.
Cost: Members: $100 · Non-members $150
Sponsor guests, please use code for complimentary registration
Thank you to our SPONSORS!
Event Sponsor:
Media Sponsor:
Gold Sponsor:
Bronze Sponsors: