XPX San Antonio 2023 Summit: Navigating Detours on the Road to Success (SOLD OUT)

THIS EVENT IS SOLD OUT!  

WE DO NOT HAVE SPACE FOR ADDITIONAL REGISTRATIONS

XPX San Antonio is proud to present our 2023 Summit – Navigating Detours on the Road to Success to be held on Thursday, September 21st at the Club at Sonterra. This half day event is for you, business leaders and thriving organizations making a positive impact in our business community.

XPX (Exit Planning Exchange) is a non-profit organization that supports private companies build business value, transfer ownership and create a legacy of success in their lives and their communities. Our community includes bankers, CPA’s, wealth managers, attorneys, consultants, and other business professionals.

At the Summit, our keynote speakers will share their success stories building resilient organizations capable of navigating challenging business environments. We are also featuring breakout sessions focused on providing resources, knowledge, insights and valuable connections for you and your business.

VIEW SPEAKER BIOS FOR A CLOSER LOOK AT OUR AMAZING LINEUP OF PANELISTS!

AGENDA: 

  7:30  -   8:00 am       Registration
  8:30  -   9:00 am       Welcome and Kickoff

  9:00  -   9:50 am       Morning General Session

• Chad McNair (CEO @ McNair java Partners)
  Presentation: “Selling Your American Dream - A Few Lessons Learned”

  9:50  - 10:05 am       Break 1

10:05  - 10:55 am       Breakout Sessions A 

• Brian Daley (Director, Corporate Business Development @ Founders Advisors)  
  Presentation: “The Pursuit of Enterprise Value: A Data Driven Approach”
  
  
• Will Duke (Co-founder and former CEO of 3Sixty Integrated)
  Presentation: “The Other Side of the Sale”

10:55  -   11:10 am      Break 2

11:10  -   12:00 pm      Breakout Sessions B

• Melanie Kirk (Owner @ ATKG, LLP) & Teryn Grater (Owner @ ATKG, LLP)
  Presentation: “Don’t Leave Money on the Table - Strategies to Minimize Tax
  Consequences and Maximize Value on the Sale” 
  
  
• Tom Cuthbert (Master Chair and CEO Coach @Vistage Worldwide, Inc.) & Bianca Rhodes (President and CEO @ Knight Aerospace)
  Presentation: “Navigating From Start to Exit with Bianca Rhodes”
• 
  

12:00  -   12:50 pm      Lunch & Key Note Speaker

• Mona Helmy (CEO @ Helmy Plastic Manufacturing & Industrial Design)
  Presentation: “Built to Last Yet Lessons Learned”

12:50 pm                     Closing General Session

1:00 pm                       Wrap Up

EARLY BIRD REGISTRATION FEES UNTIL 8/31/23

XPX San Antonio Chapter Members in good standing - $100.00
Other XPX Chapter Members - $110.00
Non-Members - $125.00

REGULAR REGISTRATION FEES FROM 9/1/23 - 9/20/23

XPX San Antonio Chapter Members in good standing - $125.00
Other XPX Chapter Members - $135.00
Non-Members - $150.00

No refunds or credits will be given for cancellations.

A $25.00 Same Day/Walk-In Fee Registrations will be applied to the above fees. Please register early.