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  • Exit Planning Exchange
Exit Planning Exchange
Aug
23

XPX San Antonio: Lifecycle of a Business

Details

Date & Time

Tue, Aug 23rd, 2022 ⋅ 7:30am - 9:00am (CDT)

Location

Petroleum Club, 8620 N. New Braunfels, 7th Floor, San Antonio, TX 78217

Tickets

Non-Member Same Day/Walk-In Fee
$60.00
Non-Members
$50.00
San Antonio Members
$25.00
San Antonio Members Same Day/Walk-In Fee
$35.00
Speaker
$0.00
Guests

Registrants

47 people attended
FM
Melinda Adams of M&T Financial Partners is a member of XPX San Antonio
Teresa Villanueva of FranNet is a member of XPX San Antonio
SM
Steven Bankler of Bankler Partners is a member of XPX San Antonio
+42

Lifecycle of a Business from ideation to execution, growth and a partial sale.


Our Speaker:


Lisa Fullerton
CEO
A Novel Idea, LLC (A.N.I.)

Lisa Fullerton is the President and CEO of A Novel Idea, LLC (A.N.I) which operates Auntie Anne’s Pretzels and Cinnabon Franchises in malls and the San Antonio airport. Lisa is an advocate for small business at the local, state, and federal levels. Lisa, “the face of small business”, has testified in the Texas House and Senate State Affairs committees, serves on Governor Abbott’s Small Business Advisory Task force, is the 2021-2023 National Foundation of Independent Business Texas State Chair, past Public Policy Chair for National Association of Women Business Owners and former Small Business Director for the North San Antonio Chamber of Commerce.


Registration Fees:

XPX San Antonio Members: $25.00
Non-Members: $50.00

Walkin/Same Day Registration: An additional $10.00 fee will apply to the above registration fees.


Refund Policy:

You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.


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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
FM
Frank Mullins
Frank Mullins & Associates, LLC
Melinda Adams of M&T Financial Partners is a member of XPX San Antonio
Melinda Adams
M&T Financial Partners
Teresa Villanueva of FranNet is a member of XPX San Antonio
Teri Villanueva Villanueva
FranNet
SM
Shelley Mann
Strategic Sales Advisors LLC
Steven Bankler of Bankler Partners is a member of XPX San Antonio
Steven Bankler
Steven Bankler, CPA, Ltd.
John Seybold of Employer Flexible is a member of XPX San Antonio
John Seybold
Employer Flexible
John Dini of The Exit Planning Coach is a member of XPX San Antonio
John Dini
MPN incorporated
Steve Griffith of Sales Builders Texas is a member of XPX San Antonio
Steve Griffith
Sales Builders Texas
Carolyn Smith of C3FP is a member of XPX San Antonio
Carolyn Smith
C3FP
MB
Mitchell Byrum
S. Harris Financial Group, LLC.
Kim Ford of theKFORDgroup is a member of XPX San Antonio
Kim Ford
theKFORDgroup
SH
Steven Hutson
First American Title National Commercial Services
BW
Brad Wheeless
Texas Research & Technology Foundation
Jorge Herrera of Jorge Herrera CPA CIA PC is a member of XPX San Antonio
Jorge Herrera
Jorge Herrera CPA CIA PC
Amy House of Growin' Out Loud Darlin' LLC is a member of XPX San Antonio
Amy House
Growin' Out Loud Darlin' LLC
JG
Jamie Gutierrez
PlainsCapital Bank
KV
Keegan Villa
Truist Bank
Walter Belt of Vaco LLC is a member of XPX San Antonio
Walter Belt
Vaco LLC
Carlos Guevara of VR Business Brokers San Antonio TX is a member of XPX San Antonio
Carlos Guevara
VR Business Brokers San Antonio TX
AP
Antonio Pina-Zentella
Daniel Lasater of PNC is a member of XPX San Antonio
Daniel Lasater
PNC
CL
Candace Lynch
VACO
Steve Dziuk, CFP, CRPC of Mesquite Wealth Management Group is a member of XPX San Antonio
Steve Crpc Cfp Dziuk
Mesquite Wealth Management Group
JB
Jenifer Brown
Sendero
Timothy Geppert of Central Texas CFOs LLC is a member of XPX San Antonio
Tim Geppert
Vaco
RB
Robert Berry
Bank of America
Matthew Delgado of MidFirst Bank is a member of XPX San Antonio
Matthew Delgado
Broadway Bank
Lisa Mochel of Rio Bank is a member of XPX San Antonio
Lisa Mochel
Lone Star Capital Bank
RB
Rowe Blount
AB
Ausie Burns
Steve Bankler, CPA
TH
Todd Healy
C3 Financial Partners
Jerry Mathis of M A R INSURANCE GROUP is a member of XPX San Antonio
Jerry Mathis
M A R INSURANCE GROUP
Angel Salinas of Sandler Training San Antonio is a member of XPX San Antonio
Angel Salinas
Sandler Training San Antonio
Rob Rodriguez, CCIM, MBA of Verde Commercial Real Estate Group LLC is a member of XPX San Antonio
Rob Mba Ccim Rodriguez
Verde Commercial Real Estate Group LLC
Liz Papagni of Marketing Initiative Worx, Inc. is a member of XPX San Antonio
Liz Papagni
Marketing Initiative Worx, Inc.
Kirk Francis of Financial Life Advisors is a member of XPX San Antonio
Kirk Francis
Financial Life Advisors
MG
Mark Goldman
MGR Accounting Recruiters
SO
Stephen Oliver
Gethsemane Partners
NM
Nick Monaghan
Dykema
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James Rosenblatt
Rosenblatt Law Firm
MP
Michael Plummer
Ron Ondechek of South Highland Ventures LLC is a member of XPX San Antonio
Ron Ondechek
South Highland Ventures LLC
Lisa Fullerton of A Novel Idea, LLC (A.N.I.) is a contact of XPX
Lisa Fullerton
A Novel Idea, LLC (A.N.I.)
AB
April Bagley
MGR Accounting Recruiters
SHANN CHAUDHRY of Shann M. Chaudhry ESQ Attorney At Law PLLC is a member of XPX San Antonio
Shann Chaudhry
Shann M. Chaudhry ESQ Attorney At Law PLLC
AF
Alejandro Flores Baca
La Familia Cortez Restaurants
BM
Bruce Murchison
Financial Life Advisors