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  • Exit Planning Exchange
Exit Planning Exchange
Oct
25

XPX San Antonio: Perspectives from the Field: Prepping for the Corporate Transparency Act and Understanding Valuation Principles

Details

Date & Time

Wed, Oct 25th, 2023 â‹… 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

38 people attended
Corporate attorney Joe Struble will provide insights and perspective on the new corporate transparency act; Accredited Senior Appraiser Jim Park will discuss valuation multiples, rules of thumb, what works, what doesn’t work, and why it matters.


Our Speakers:


Joe Struble

Attorney at Law
Clark Hill

Joe Struble advises clients on mergers and acquisitions, business planning, and joint ventures. From business formation to ultimate disposition, Joe often counsels his clients throughout the life cycle of their business.



James R. Park

Partner
MPJ Business Valuations or Munroe, Park, & Johnson, Inc.

James R. (Jim) Park, ASA has over 30 years of experience in the valuation of companies and partnerships for gift and estate tax purposes, mergers and acquisitions, buy/sell agreements, employee stock option plans, S Corporation conversions and shareholder disputes.

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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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Steve Griffith of Sales Builders Texas is a member of XPX San Antonio
Steve Griffith
Sales Builders Texas
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James Rosenblatt
Rosenblatt Law Firm
RS
Rick Soat
BDO
MB
Mitchell Byrum
S. Harris Financial Group, LLC.
Nathan Doty of PNC Private Bank is a member of XPX San Antonio
Nathan Doty
PNC Private Bank
MG
Mark Goldman
4610 Enterprises
JS
Joe Struble
Clark Hill PLC
Jim Park of MPJ Business Valuations is a member of XPX San Antonio
Jim Park
MPJ Business Valuations
TB
Todd Braulick
Bank of America Private Bank
Timothy Geppert of Central Texas CFOs LLC is a member of XPX San Antonio
Timothy Geppert
Central Texas CFOs LLC
Ron Ondechek of South Highland Ventures LLC is a member of XPX San Antonio
Ron Ondechek Jr
South Highland Ventures LLC
JG
Jamie Gutierrez
PlainsCapital Bank
DH
Daryl Hunter
Insperity
Lisa Mochel of Rio Bank is a member of XPX San Antonio
Lisa Mochel
Lone Star Capital Bank
Robert Latham of IBG Business / Altapraem M&A Advisors is a member of XPX San Antonio
Robert Latham
IBG Business / Altapraem M&A Advisors
Walter Belt of Vaco LLC is a member of XPX San Antonio
Walter Belt
Vaco LLC
DG
David Gray
United Texas CU
RR
Rollins Rubsamen
Graystone Consulting - Morgan Stanley
EN
Eric Neal
Chase Bank
SH
Steven Hutson
First American Title National Commercial Services
AL
Asel Lindsey
Dykema
DD
David Doggett
Doggett Law Firm
JB
Jason Brown
PGP Advisory
ZW
Zach Whitt
Trailhead Partners
BW
Brad Wheeless
Texas Research & Technology Foundation
BW
Brian Wilson
Mueller & Wilson, Inc
LS
Lauren Sracic Ciminello
Jackson Walker, LLP
SM
Shelley Mann
Strategic Sales Advisors LLC
BT
Barrett Tondre
Regions Bank
AE
Alex Esquivel
PlainsCapital Bank
Kim Ford of theKFORDgroup is a member of XPX San Antonio
Kim Ford
theKFORDgroup
Steve Dziuk, CFP, CRPC of Mesquite Wealth Management Group is a member of XPX San Antonio
Steve Crpc Cfp Dziuk
Mesquite Wealth Management Group
JB
Jeffrey Bryson
Kreager Mitchell PLLC
CC
Colonel Mike Conner
Headquarters Becoming Your Own Banker
LC
Lawrence Coffee
Lawrence Coffee Consultancy
HA
Henry J. Amen III
Law Office of Henry J. Amen III