19
May
XPX Austin: “I think I’m ready to think about transitioning my business.”
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Event Information

Date & Time

Thu, May 19th, 2022
11:30am - 1:00pm (CDT)

Location

Abel’s On The Lake (Upper Deck) 3825 Lake Austin Blvd #3510 Austin, Texas 78703

Status

XPX Registration Closed

Price

Austin Member $30.00
First Time Guest $0.00
Non-Member $60.00
Other XPX Chapter Members $45.00

Mark Austin of Westlake Securities is a member of XPX Austin
Mark F Austin
Westlake Securities
Christopher Bauer
Bauer & Company
Artie Berne
ArTex Funding
Allen Bertin of Branscomb Law is a member of XPX Austin
Allen P. Bertin
Branscomb Law
Scott Bryan
Live Oak Valuation
Kristine Bryant of Gladiator Consulting is a member of XPX Austin
Kristine Bryant
Gladiator Consulting
Bob Buchanan
Comerica
Albert Carrion of Richards, Rodriguez & Skeith, LLP is a member of XPX Austin
Albert A Carrion
Richards, Rodriguez & Skeith, LLP
Debbie Chilton
Insperity
Robin Davis
Apartment Trends
JC Duque of Broadway Bank is a member of XPX Austin
JC Duque
Broadway Bank
Michael Edwards of Precision Bookkeeping is a member of XPX Austin
Michael Edwards
Precision Bookkeeping
Jeffrey Elder of International Business Exchange is a member of XPX Austin
Jeffrey Keith Elder
International Business Exchange
Mark Frazier of CIBC Private Wealth Management is a member of XPX Austin
Mark Frazier
CIBC Private Wealth Management
Wayne Gordon
Glaucon Capital Partners
Jeff Houston
Laurie Howell Howell
Austin People Works
Philip Lehr
RSM
Dan Leonard of Sunflower Bank is a member of XPX Austin
Dan Leonard
Sunflower Bank
Brad Mayer of Comercia Private Wealth Management is a member of XPX Austin
Brad Mayer
Comercia Private Wealth Management
Vanessa McElwrath of ML&R Wealth Management is a member of XPX Austin
Vanessa McElwrath
ML&R Wealth Management
David McLaughlin
Westlake Securities
Trey McWhorter
Rockport Investment Partners
Cole Moreland
CCIG, Inc.
Billy J. Murphy
Dwyer Murphy Calvert LLP
Joe Neal
Eric J. Negron
Forefront Wealth Partners
James Nestor
Comerica
Dipti Dahal Pandey
Bauer & Company, LLC
Brad Scherer
Navidar
Stenning Schueppert
Altos Partners
Philip Seibel of Advanced Benefit Solutions is a member of XPX Austin
Philip Seibel
Advanced Benefit Solutions
John Spencer of Clear Direction Sales Development is a member of XPX Austin
John Spencer
Clear Direction Sales Development
Carrie Vanston
Justin Vohs
University Federal Credit Union
Jason Wallace
JT Wallace Investments LLC
Brian Walters
BWA Valuation Consultants
Scott Yarborough
Dynamis Ventures

REGISTRATION IS CLOSED

Join us for an interactive panel discussion that will help professional advisors to better engage their business owner clients at the beginning stages of considering an exit. We will discuss the importance of business transition planning, various transfer options, and personal implications to be considered.


Our Speakers:


Bob Buchanan

SVP, National Practice Leader – Business Transition Planning
Comerica

Bob manages the development and implementation of planning programs for Comerica’s business owner clients focusing on business valuation, transition structure, financing, and transition planning. Previously he was the Managing Partner/Founder for PCE Holdings where he was responsible for management of all aspects of PCE’s valuation practice and oversaw the review of all valuation engagements for the firm.



Billy Murphy

Partner
Dwyer Murphy Calvert

Billy focuses on the representation of companies and investors in a wide variety of corporate and securities law matters, including mergers and acquisitions, debt and equity financings, company formations, general corporate representation and securities issuances and compliance. His corporate clients conduct their business in a variety of sectors, including software, hardware, internet, advertising, consumer retail, restaurant, professional services, wireless commerce, and biotechnology.



James Nestor

Senior Wealth Planning Strategist
Comerica

James leverages his experience as an estate planning and tax attorney to create goal-based wealth plans for Comerica clients, which unite their estate and tax planning, investment, and asset protection strategies into a cohesive blueprint for achieving his clients’ goals. He is highly dedicated to protecting his clients and his passion is keeping the IRS away from clients’ wallets.

Moderator:


Mark Austin
Managing Director
Westlake Securities

Mark specializes in mergers and acquisitions advisory for lower middle market, privately held businesses. Building off his previous experience as an owner-operator, he seeks to achieve strategic outcomes consistent with his clients’ objectives through both sell-side and buy-side efforts.


AGENDA:

11:30am Networking and Lunch served
12:00pm Welcome and XPX update
12:15pm Panel Discussion with Q&A
1:00pm Conclude


Registration Fees:

Austin Members $30.00
First Time Guest: $0.00 (Member referral is required).  Member must email angie@exitplanningexchange.com to sign up their first time guest.

Other XPX CHpater Members $45.00
Non-Members: $60.00

Registration includes lunch


The Exit Planning Exchange (XPX) is a multi-disciplinary professional organization aimed at providing education and networking opportunities to those who service company owners. XPX member’s help owners build sustainable businesses and help them plan and execute successful exits. 

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