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  • Exit Planning Exchange
Exit Planning Exchange
Apr
19

XPX Austin: Your Client is Ready to Exit their Business – What are their Exit Options?

Details

Date & Time

Wed, Apr 19th, 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
$50.00
Non-Member Same Day/Walk-In Fee
$60.00
Other XPX Chapter Members
$40.00
Other XPX Chapter Members Sam Day/Walk-in Fee
$50.00
Guests

Registrants

26 people attended
Brad Mayer of Texas Capital Bank is a member of XPX Austin
Robert Jablonski of Recharge Consulting is a member of XPX Austin
KR
JC Duque of Broadway Bank is a member of XPX Austin
Mike Reiner of Comerica Bank is a member of XPX Austin
+21

Join Austin XPX Members and Certified Exit Planning Advisors (CEPA) J.C. Duque and Brad Mayer for a high-level discussion of Exit Options for business owners. J.C. and Brad will review both internal and external options and discuss pros and cons of the various alternatives.

We look forward to seeing everyone on Wednesday, April 19th! 

Our Panel:

J.C. Duque
SVP Wealth Advisor & Trust Officer
Broadway Bank

Brad Mayer
SVP, Private Client Advisor
Texas Capital Bank

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- $50.00
Same Day/Walk-in Fee: $60.00

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.
Brad Mayer of Texas Capital Bank is a member of XPX Austin
Brad Mayer
Texas Capital Bank
Robert Jablonski of Recharge Consulting is a member of XPX Austin
Robert Jablonski
Recharge Consulting
KR
Kristin Robertson
Brio Leadership, an EOS Implementer Company
JC Duque of Broadway Bank is a member of XPX Austin
Jc Duque
Broadway Bank
Mike Reiner of Comerica Bank is a member of XPX Austin
Mike Reiner
Comerica Bank
Kristine Bryant of Gladiator Consulting is a member of XPX Austin
Kristine Bryant
Gladiator Consulting
Andre Achtermeier of eightM Corp is a member of XPX Austin
Andre Achtermeier
eightM Corp
Blair Morrison of AutoCFO is a member of XPX Austin
Blair Morrison
AutoCFO
JM
Jana Minifie
SSV Consultants, LLC
KW
Kyle Werych
Cultivate Advisors
Philip Seibel of Advanced Benefit Solutions is a member of XPX Austin
Philip Seibel
Advanced Benefit Solutions
Cary Clayborn of Profit Inc is a member of XPX Dallas
Cary Clayborn
Profit Inc
JK
Joe Neal Kerr
Kerr Financial Services
Elizabeth Jensen, JD, CFP® of Northern Trust is a member of XPX Austin
Elizabeth Cfp® Jensen
Northern Trust
Robert Latham of IBG Business / Altapraem M&A Advisors is a member of XPX San Antonio
Robert Latham
IBG Business / Altapraem M&A Advisors
Emily McCracken of Venturi Private Wealth is a member of XPX Austin
Emily McCracken
Venturi Private Wealth
BT
Bill Thompson
SSV Consultants, LLC
John Spencer of Clear Direction Sales Development is a member of XPX Austin
John Spencer
Clear Direction Sales Development
Mark Frazier of CIBC Private Wealth Management is a member of XPX Austin
Mark Frazier
CIBC Private Wealth
CB
Christopher Bauer
Bauer & Company
SY
Saina Yadlapalli
UBS Financial Services
ME
Mark Eiland
Eminence M&A Strategies
RS
Rob Smithson
Corporate Investment
Mark Austin of Balcones Advisory is a member of XPX Austin
Mark Austin
Westlake Securities
HR
Hi Roberts
Brown Advisory
Chris Lopes of Ark Financial is a member of XPX
Chris Lopes
Ark Financial