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  • Exit Planning Exchange
Exit Planning Exchange
Dec
06

XPX Austin: M&A Insights from Austin Entrepreneurs

Details

Date & Time

Wed, Dec 6th, 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
$75.00
Non-Member Same Day/Walk-In Fee
$85.00
Other XPX Chapter Members
$50.00
Other XPX Chapter Members Same Day/Walk-in Fee
$60.00
Guests

Registrants

21 people attended
Andre Achtermeier of eightM Corp is a member of XPX Austin
Brad Mayer of Texas Capital Bank is a member of XPX Austin
Blair Morrison of AutoCFO is a member of XPX Austin
Kathleen Lucente of Red Fan Communications is a member of XPX Austin
MD
+16

We are excited to announce the panelists for our next event, December 6th. Please arrive at 11:30 sharp so we have plenty of time to hear from two seasoned Entrepreneurs, discussing their experience with an exit (or attempt) of their business.

As everyone in this group knows, selling their business(es) is often the biggest moment in an entrepreneur's career. And the moment when key advisers can make the biggest difference. Our aim with this panel is to highlight the pain points and personal experience of two such entrepreneurs so we as advisors can broaden our understanding of the challenges they face.

Our two impressive panelists and their bios are listed below.

Mark D’Agostino, is president and founder of ConnectedHR, a professional services firm that delivers high-caliber, right-sized human resources support and strategy. Since its founding in 2014, ConnectedHR has become one of the fastest growing Human Resources consulting companies specializing in Fractional HR™ Professionals, HR consulting, and Professional Recruiting Services with offices in Cleveland, Ohio and Austin, TX.

An experienced entrepreneur, in 2001 D’Agostino founded Trifecta Business Products, Inc. which he grew to three locations and 50+ employees before selling the business in 2011. Next, he co-founded a staffing and recruitment start-up and served as its president for two years. He then founded ConnectedHR to provide the high-quality yet cost-effective HR support and strategy he realized was essential for growing businesses to navigate steep growth curves.

Stephen Stearman, Co-founder of Elevate Holistics, a company on a mission to provide people the most convenient way to visit with a cannabis certified doctor. We built our business with two stakeholders in mind: patients and doctors. Patients can book online, fill out forms online, and see the doctor all in 30-minutes while doctors are able to see 6-10 patients an hour with no paperwork. He is also Co-Founder of Craft Medical, an online men’s clinic focused on finding the right supplements to help men get back to their younger, more energetic selves.

Stephen says most people would call him an outside-the-box entrepreneur. Generosity, love, compassion, courage, and vulnerability drive and inspire him. The team has access to mindset coaching, therapy, and naturopath services. And he believes that growth and emotional intelligence are crucial to the human experience.

We look forward to seeing all of you at Indeed Tower before the holiday break. If you feel inclined (and your meetings allow it) feel free to wear something a little festive (fun tie or jewelry, holiday sweater, etc).

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.  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.
Andre Achtermeier of eightM Corp is a member of XPX Austin
Andre Achtermeier
eightM Corp
Brad Mayer of Texas Capital Bank is a member of XPX Austin
Brad Mayer
Texas Capital Bank
Blair Morrison of AutoCFO is a member of XPX Austin
Blair Morrison
AutoCFO
Kathleen Lucente of Red Fan Communications is a member of XPX Austin
Kathleen Lucente
Red Fan Communications
MD
Mark d'Agostino
ConnectedHR
SS
Stephen Stearman
Elevate Holistics
Emily McCracken of Venturi Private Wealth is a member of XPX Austin
Emily McCracken
Venturi Private Wealth
ZW
Zach Whitt
Trailhead Partners
Mark Frazier of CIBC Private Wealth Management is a member of XPX Austin
Mark Frazier
CIBC Private Wealth
GS
George Stephens
NOW CFO
JC Duque of Broadway Bank is a member of XPX Austin
Jc Duque
Broadway Bank
Elizabeth Jensen, JD, CFP® of Northern Trust is a member of XPX Austin
Elizabeth Cfp® Jensen
Northern Trust
CB
Christopher Bauer
Bauer & Company
Allen Bertin of Branscomb Law is a member of XPX Austin
Allen Bertin
Branscomb Law
Mark Austin of Balcones Advisory is a member of XPX Austin
Mark Austin
Balcones Advisory
HR
Hi Roberts
Brown Advisory
OS
Ollie Sandlin
Focus Strategies Investment Banking
CJ
Corey Jackel
Focus Strategies Investment Banking
BG
Brandon Green
vcfo
WM
William Morse
Bridgepoint Consulting
Albert Carrion of Richards, Rodriguez & Skeith, LLP is a member of XPX Austin
Albert Carrion
Richards, Rodriguez & Skeith, LLP