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  • Exit Planning Exchange
Exit Planning Exchange
Nov
16

XPX San Antonio: Sale through Conversion to Partnership Tax Status and Issuance of Profits Interests

Details

Date & Time

Thu, Nov 16th, 2023 ⋅ 7:30am - 9:00am (CDT)

Location

Petroleum Club, 8620 N. New Braunfels, 7th Floor, San Antonio, TX 78217

Tickets

Non-Members
$50.00
Non-Members Same Day/Walk-In Fee
$60.00
San Antonio Firm EMPLOYEE GUEST - Limit is ONE EMPLOYEE GUEST ONLY
$25.00
San Antonio Firm EMPLOYEE GUEST - Limit is ONE EMPLOYEE GUEST ONLY - SAME DAY/WALK-IN FEE
$35.00
San Antonio Firm Level Members
$25.00
San Antonio Firm Level Members SAME DAY/WALK-IN FEE
$35.00
San Antonio Members
$25.00
San Antonio Members Same Day/Walk-In Fee
$35.00
Guests

Registrants

29 people attended
Asel will discuss Sale transactions which involve conversion to partnership tax status and tax risks associated with equity incentives in the form of profits interests.


Our Speaker:


Asel M. Lindsey

Asel Lindsey is a member of Dykema, a national full service law firm. Asel specializes in federal tax and tax controversy matters, with a focus on transactional practice including mergers, acquisitions, and restructurings. Asel advises on a broad range of tax matters involving flow-through entities, including partnerships, limited liability companies and S corporations. Asel received her Bachelor’s degree in finance and international business from Georgetown University’s McDonough School of Business. She received her second bachelor’s degree in accounting from Washburn University while she worked in real estate development in Kansas and she also passed the CPA exam in Kansas. Asel holds her Juris Doctorate from Washburn Law School and her LL.M in Taxation from NYU Law School.


Registration Fees:

XPX San Antonio Members: $25.00
San Antonio Members Walk-in/Same Day Registration: $35.00 

XPX San Antonio Firm Level Members: $25.00
San Antonio Firm Level Members Walk-in/Same Day Registration: $35.00

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

Non-Members: $50.00
Non-Members Walk-in/Same Day Registration: $60.00

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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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
BT
Barrett Tondre
Regions Bank
Kim Ford of theKFORDgroup is a member of XPX San Antonio
Kim Ford
theKFORDgroup
JC
Jill Carpenter
Jefferson Bank
Steven Bankler of Bankler Partners is a member of XPX San Antonio
Steven Bankler
Steven Bankler, CPA, Ltd.
LC
Lawrence Coffee
Lawrence Coffee Consultancy
CC
Colonel Mike Conner
Nelson Nash Institute
Timothy Geppert of Central Texas CFOs LLC is a member of XPX San Antonio
Timothy Geppert
Central Texas CFOs LLC
SC
Sanaa Cody
Steven Bankler CPA, Ltd
PM
Pink Martin
Atlas Retirement Strategies
SM
Shelley Mann
Strategic Sales Advisors LLC
AL
Asel Lindsey
Dykema
Carlos Guevara of VR Business Brokers San Antonio TX is a member of XPX San Antonio
Carlos Guevara
VR Business Brokers San Antonio TX
Lisa Mochel of Rio Bank is a member of XPX San Antonio
Lisa Mochel
Lone Star Capital Bank
DH
Daryl Hunter
Insperity
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James Rosenblatt
Rosenblatt Law Firm
John Dini of The Exit Planning Coach is a member of XPX San Antonio
John Dini
The Exit Planning Coach
JG
Jamie Gutierrez
PlainsCapital Bank
Walter Belt of Vaco LLC is a member of XPX San Antonio
Walter Belt
Vaco LLC
RA
Rosantina Aranda
MidFirst Bank
RF
Richard Funke
Open
Nathan Doty of PNC Private Bank is a member of XPX San Antonio
Nathan Doty
PNC Private Bank
AM
Andrew Montz
as1
GL
George Long
Long Life Financial
LR
Leslie Rossmeier
OpTech Gente Inc dba OpTech Staffing
Angel Salinas of Sandler Training San Antonio is a member of XPX San Antonio
Angel Salinas
Sandler Training San Antonio
AE
Alex Esquivel
PlainsCapital Bank
Hannah Chalker of MPN Inc. is a member of XPX San Antonio
Hannah Chalker
MPN Inc.
CC
Carlton Catalani
JA
Joshua Amparana
New York Life