XPX San Antonio: Implementing the Exit Plan- IN-PERSON MEETING

After a year of virtual meetings, XPX San Antonio is returning to in-person meeting. 

Please join us on July 15th, we look forward to seeing you in person. 

Implementing the Exit Plan

This is Step 5 – Implement the Exit – Driving maximum value for all stakeholders – key steps:

Steven Bankler and Tim Geppert will lead a panel discussion (which will include the Buyer) to discuss a local leveraged deal that caught Covid (Bank financing died). The Buyer and Seller found a Win Win formula that enabled them to close the deal. The result has been a huge business success.

Please click here to view the highlights the path of our 2021 discussions.

Meet Our Speakers:

Steven Bankler, CPA, PFS, Cr.FA, CFF, CGMA
President, Steven Bankler, CPA, Ltd.

Steven Bankler started his practice over 43 years ago. His unique firm has only CPAs working on client’s book and records. The firm provides consulting, exit and tax planning for closely held/family owned businesses. They also provide litigation support is a variety of areas of business litigation. They have over 30 years in assisting buyers and sellers in the implementation of their exit plans.

Tim Geppert, CPA | CFO Advisor,Vaco

Tim provides insight and solutions for Family Businesses and Construction and Engineering Companies. These include general contractors, concrete, masonry, interior, electrical, mechanical, telecom, utility, flooring and specialty contractors. Tim was involved in international projects in Surinam, Colombia, Jamaica, Australia, United Kingdom, France, Mexico and Brazil.

Agenda:

Meeting Time: 8:00 AM to 9:30 AM (CDT)

8:00 AM – 8:25 AM CDT– Breakfast & Networking
8:25 AM – 8:30 AM CDT– Welcome/Opening Comments
8:30 AM - 9:20 AM CDT– Panel Discussion Including Q&A
9:20 AM – 9:30 AM CDT– Announcement/Updates

Registration Fees:

XPX San Antonio Members in good standing- $25.00 so join Today!
Other XPX Chapter Members - $40.00
Non-Members- $50.00

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SUMMIT HOST

SILVER SPONORS:


      
      

BRONZE SPONSORS: