05
Oct
XPX San Antonio 2020 Summit
October
05
Monday

Event Information

Date & Time

Mon, Oct 5th, 2020 4:00pm - Thu, Oct 8th, 2020 12:00am (EST)

Location

Virtual event at 4 PM CT, login sent daily

Status

XPX Registration Closed

Price

Non-member $150.00
Sponsor (primary) $0.00
XPX Member - San Antonio $100.00
XPX Members - Other Chapters $110.00

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


Please see attached ad for additional information or to pass on to your clients, colleagues and friends who can benefit from this event.


Thank you to our SPONSORS!

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