XPX Austin: Know Your Number: What to Consider Before You Exit

Please join us for our 2nd event this year in our series focused on Supporting Clients Through Maximizing the Value and Success of their Exit. Our experienced panel will discuss what to think about prior to exiting your business. Whether an exit is 5 years or 6 months from now, there are many things about an exit that will run more smoothly for our clients if they know them in advance. Our goal with this panel is to educate the group on what our clients should be thinking about in advance of a process. Our panel has a diverse background and some very unique insight, we look forward to seeing you there!

We are excited to announce our speakers for this event.

Jay Mezera, CPA, Atchley & Associates, LLP

Jay is a partner at Atchley & Associates, LLP. He has been in the accounting profession since 2003. Prior to joining Atchley & Associates, LLP in 2006, Jay was with the firms of Elms, Faris & Company, LLP and Bolinger, Segars, Gilbert & Moss, LLP. In addition, Jay worked for Ryan & Company, Inc.

Jay's practice concentration includes tax compliance and planning for individuals, corporations, partnerships, and trusts. Jay also focuses his practice in the areas of business valuations, mergers and acquisitions, and state taxation. Jay's technical expertise and problem-solving skills make him very valuable to the firm and to his clients.

Jim Gerberman, M&A Adviser, Corporate Finance Associates

As Managing Director with CFA's Central Texas team, Jim is a proven business leader with multiple successes in President/CEO/GM positions with emerging technology companies serving a broad array of industries and markets. With comprehensive and direct hands-on experience in all aspects of acquisitions from initial strategic planning through assessment, negotiations, due diligence and post-acquisition integration of businesses, he has worked from both the buy-side and sell-side of many transactions in small as well as large multi-national company environments. His work experience also includes increasing responsibilities with the US Army, Texas Instruments, Baker Hughes, Thermo Electron and VMETRO.

JC Duque, Wealth Manager, Broadway Bank

JC has over 20 years of wealth management and private banking experience. Providing innovative, top tier services and solutions to high-net-worth clientele is JC’s main priority. Prior to joining Broadway Bank, he worked at several major financial institutions where he serviced high-net-worth clients living in Latin America and the United States.

Education and Certification

JC graduated with a Business Administration Degree and achieved a master’s in marketing from the Universidad Metropolitana in Caracas, Venezuela. JC holds the Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute.

Agenda:

Time: 11:30am-1pm

11:00am - 11:15am Check-in
11:15am - 12:30pm Panel Discussion
12:30pm - 1:00pm Q&A

Registration Fees:

XPX Austin Members - $30.00
Same Day Fee: $40.00

Other XPX Chapter Members: $50.00
Same Day Fee: $60.00

Non-Members- $75.00
Same Day Fee: $85.00

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.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.