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  • Exit Planning Exchange
Exit Planning Exchange
Feb
15

XPX Austin: Transitioning the Family Business – Internal Succession

Details

Date & Time

Wed, Feb 15th, 2023 ⋅ 11:30am - 1:00pm (CDT)

Location

Indeed Tower Conference Center 200 West 6th Street Floor C Austin, TX 78701

Tickets

Austin Member
$30.00
Austin Member Same Day/Walk-in Fee
$40.00
Non-Member
$60.00
Non-Member Same Day/Walk-In Fee
$70.00
Other XPX Chapter Members
$40.00
Other XPX Chapter Members Same Day/Walk-in Fee
$50.00
Guests

Registrants

28 people attended
BM
Andre Achtermeier of eightM Corp is a member of XPX Austin
Cary Clayborn of Profit Inc is a member of XPX Dallas
Elizabeth Jensen, JD, CFP® of Northern Trust is a member of XPX Austin
Trey McWhorter of Rockport Investment Partners is a member of XPX Austin
+23

All family businesses must make a decision at some point in time – “Do we keep the business in the family or do we sell to an outside buyer?” We are pleased to welcome the Austin Business Journal’s 2022 Family Business Awards 3rd Generation Winner – Time Insurance Agency – as our panelists on Wednesday, February 15th. John Schuler (President) and his daughter, Lauren Schuler (VP of Sales), will share how they have transitioned from John’s dad founding the business in 1961, to Lauren and her sisters involvement in the family business today.

John and Lauren will share their experiences to help us better advise our family business partners as they discuss the multiple variables to consider when transitioning a family business.

Our April event will feature a panel discussion with two family businesses who decided to sell to an outside buyer.

We look forward to seeing everyone on Wednesday, February 15th!

Our Panel:

John Schuler, President, Time Insurance Agency;

Lauren Schuler, VP of Sales, Time Insurance Agency

Agenda:
11:30am-1:00pm

11:30am-12:00pm - Registration/Networking
12:00-1:00 - Lunch & Panel Discussion

Registration Fees:

XPX Austin Members - $30.00
Same Day/Walk-in Fee: $40.00

Other XPX Chapter Members: $40.00
Same Day/Walk-in Fee: $50.00

Non-Members- $60.00
Same Day/Walk-in Fee: $70.00

Box lunch and beverages provided.

PARKING INFORMATION.  Parking is available at the Indeed Tower Garage (click here for information). You can also utilize the SpotHero App for other options near Indeed Tower.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes. 


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
BM
Billy Murphy
Dwyer Murphy Calvert LLP
Andre Achtermeier of eightM Corp is a member of XPX Austin
Andre Achtermeier
eightM Corp
Cary Clayborn of Profit Inc is a member of XPX Dallas
Cary Clayborn
Profit Inc
Elizabeth Jensen, JD, CFP® of Northern Trust is a member of XPX Austin
Elizabeth Cfp® Jensen
Northern Trust
Trey McWhorter of Rockport Investment Partners is a member of XPX Austin
Trey McWhorter
Rockport Investment Partners
Brad Mayer of Texas Capital Bank is a member of XPX Austin
Brad Mayer
Texas Capital Bank
JC
Joshua Carnes
Lion Business Brokers
DC
Debbie Chilton
Insperity
Brandon McNally of JLK Management Group, LLC is a member of XPX Austin
Brandon McNally
JLK Management Group, LLC
Blair Morrison of AutoCFO is a member of XPX Austin
Blair Morrison
AutoCFO
John Spencer of Clear Direction Sales Development is a member of XPX Austin
John Spencer
Clear Direction Sales Development
JM
Jana Minifie
SSV Consultants, LLC
LS
Lauren Schuler
Time Insurance Agency
JS
John Schuler
Time Insurance Agency
Philip Seibel of Advanced Benefit Solutions is a member of XPX Austin
Philip Seibel
Advanced Benefit Solutions
Vanessa McElwrath of ML&R Wealth Management is a member of XPX Austin
Vanessa McElwrath
ML&R Wealth Management
Mike Reiner of Comerica Bank is a member of XPX Austin
Mike Reiner
Comerica Bank
MS
Michelle Sledz
Insperity
BT
Bill Thompson
SSV Consultants, LLC
Mark Frazier of CIBC Private Wealth Management is a member of XPX Austin
Mark Frazier
CIBC Private Wealth
Dan Leonard of Sunflower Bank is a member of XPX Austin
Dan Leonard
Sunflower Bank
JC Duque of Broadway Bank is a member of XPX Austin
Jc Duque
Broadway Bank
Mark Austin of Balcones Advisory is a member of XPX Austin
Mark Austin
Westlake Securities
HR
Hi Roberts
Brown Advisory
Kristine Bryant of Gladiator Consulting is a member of XPX Austin
Kristine Bryant
Gladiator Consulting
Jeffrey Elder of International Business Exchange is a member of XPX Austin
Jeffrey Elder
International Business Exchange
TA
Tony Allison
Regions Bank
Corwin Davidson of Wealth Strategies Advisory Group is a member of XPX Austin
Corwin Davidson
Hill Country Wealth Strategies