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  • Exit Planning Exchange
Exit Planning Exchange
Sep
19

XPX San Antonio - Summit 2024: Exit Excellence

Details

Date & Time

Thu, Sep 19th, 2024 â‹… 8:00am - 1:00pm (CST)

Location

Club at Sonterra- 901 Sonterra Blvd., San Antonio, TX 78258

Tickets

Non-Members
$250.00
Non-Members Same Day/Walk-in Fee
$285.00
San Antonio Members
$215.00
San Antonio Same Day/Walk-in Fee
$240.00
XPX Chapter Network Members
$230.00
XPX Chapter Network Same Day/Walk-in Fee
$265.00
Guests

Registrants

77 people attended



We are thrilled to announce the 2024 XPX San Antonio Summit. Your contribution to last year's success was invaluable, and we're excited to have you with us again as we strive to make this year's summit even more impactful.

Our Summit will once again convene industry leaders and experts. Together, we'll delve deeper into topics that will help you navigate exit and succession planning challenges.

Agenda:

8:30-9:00 AM Registration & Networking
9:00-9:45 AM Keynote Speaker - Tom Jordan, Principal Owner of Exodus Complink -"Phantom Stock... The Ideal Incentive Plan for Private Companies"
10:00-10:20 AM Break
10:30-11:30 AM  Mid-Morning Panel "ESOPs, How Business Owners Participate and Benefit"
11:30-11:50 AM Break
12:00-1:00 PM Lunch and Keynote Speaker - Brent Statzer

Registration Fees:

XPX San Antonio Members: $215.00
XPX Network Chapter Members: $230.00
Non-Members: $250.00

XPX San Antonio Same Day/Walk-in Fee: $240.00
XPX Network Chapter Members Same Day/Walk-in Fee: $265.00
Non-Members Same Day/Walk-in Fee: $285.00

No refunds or credits will be given for cancellations.  This registration is not transferable to another individual - no substitutes please.

SUMMIT SPONSORSHIPS ARE AVAILABLE. CLICK HERE FOR INFORMATION. 

Contact Carlos Guevara for sponsorship opportunities at cguevara@vrsanantonio.com

====================================

Thank you to our Summit Sponsors:

GOLD





SILVER



BRONZE








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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Jorge Herrera of Jorge Herrera CPA CIA PC is a member of XPX San Antonio
Jorge Herrera
Jorge Herrera CPA CIA PC
Michael Landers of UHY LLP is a member of XPX Houston
Michael Landers
UHY LLP
RM
Ryan Mays
Mays Family Enterprises
JM
Jana Minifie
Minifie LLC
Timothy Geppert of Central Texas CFOs LLC is a member of XPX San Antonio
Timothy Geppert
Central Texas CFOs LLC
RR
Rollins Rubsamen
Graystone Consulting - Morgan Stanley
David Spellman of Spellman Capital Strategies is a member of XPX San Antonio
David Spellman
Money Concepts Capital
DL
Daniel Lasater
Bank of America
Gerald (Jerry) Brown of RSI & Associates, Inc. is a member of XPX San Antonio
Gerald (jerry) Brown
RSI & Associates, Inc.
DH
David Hillner
Private Wealth Asset Management
Lisa Mochel of Rio Bank is a member of XPX San Antonio
Lisa Mochel
Lone Star Capital Bank
Julissa Carielo of DreamOn Group is a contact of XPX
Julissa Carielo
DreamOn Group
TJ
Thomas Jordan
Exodus Complix
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James Rosenblatt
Rosenblatt Law Firm
Robert Jablonski of Recharge Consulting is a member of XPX Austin
Robert Jablonski
Recharge Consulting
LH
Lorine Hernandez
RSI & Associates, Inc
MC
Michael Cantu
RSI & Associates, Inc.
MW
Michelle White
RSI & Associates, Inc.
Steven Bankler of Bankler Partners is a member of XPX San Antonio
Steven Bankler
Steven Bankler, CPA, Ltd.
TF
Tamara Farris
Comerica Bank
JB
Joe Bochat
Comerica Bank
TW
Taylor West
Comerica Bank
JT
Jon Turgel
Comerica Bank
MM
Mary Lisa Mireles
Rosenblatt Law Firm
JJ
Jim Jeffery
Frost Bank
JB
John Beckham
Merchco Services
IC
Iliana Cuellar
Rosenblatt Law Firm
NT
Nicholas Terlonge
Raymond James & Associates
AL
Andrea Longoria
Comerica Bank
MB
Monica Brady
Steven Bankler CPA, Ltd
JL
Joseph Lukowski
Laredo Technical Services, Inc.
AK
Amir Kamel
Princess Beauty Supply
JK
Juan Antonio Kamel
Princess Beauty Supply, LLC
ZM
Zach Marr
Princess Beauty Supply
IV
Ingrid Valdes
Steven Bankler, CPA, Ltd
IO
Isabelle Orrick
Gulf Coast Nut & Bolt
Nathan Doty of PNC Private Bank is a member of XPX San Antonio
Nathan Doty
PNC Private Bank
MB
Maria Breen
Texas Partners Bank
BM
Bruce McMillan
Texas Partners Bank
JG
Jake Garcia
Texas Partners Bank
HL
Harry Looknanan
PNC
LM
Lawrence Matula
SWT Quality Fasteners
MM
Mark Matula
SWT Quality Fasteners
GS
Gul Syed
UHY LLP
DM
Dr. Michael Martin
CM
Cheryl Jean Martin
John Dini of The Exit Planning Coach is a member of XPX San Antonio
John Dini
The Exit Planning Coach
BT
Brent Tatzer
SHANN CHAUDHRY of Shann M. Chaudhry ESQ Attorney At Law PLLC is a member of XPX San Antonio
Shann Chaudhry
Shann M. Chaudhry ESQ Attorney At Law PLLC
BG
Barry Golobek
Custom Piping Systems
Jordan Dickson of Dickson Wealth Management of Raymond James is a member of XPX San Antonio
Jordan Dickson
Dickson Wealth Management of Raymond James
John Seybold of Employer Flexible is a member of XPX San Antonio
John Seybold
Employer Flexible
RO
Randy Ojeda
Employer Flexible
WG
Wayne Gordon
Glaucon Capital Partners
CP
Courtney Prater
SWT Quality Fasteners
VH
Victoria Herrera
Herrera CPA
BS
Brenda Spencer
Benchmark International
CR
Cesar Rodriguez
AC
Annette Canales
Lone Star Capital Bank
JB
Jamie Gutierrez
PlainsCapital Bank
Hannah Chalker of MPN Inc. is a member of XPX San Antonio
Hannah Chalker
MPN Inc.
MY
Macie York
ExitMap, LLC
PW
Paul Wielgus
MPN Inc.
MR
Matt Ryan
JL
Joey Lukowski
Laredo Technical Services, Inc.
JC
Joe Cirelli
Merchco Services
SC
Shermerree Conn
PNC
AE
Alex Esquivel
PlainsCapital Bank
MG
Marco Gonzalez
PlainsCapital Bank
DR
Derrich Rodgriguez
PlainsCapital Bank
WV
William Vespe
BCS ProSoft
MH
Michael Hernandez
RPM Insurance & Risk Management
SN
Sara Neel
Neel GSD, LLC
KF
Kyan Frith
KV Impact
Mark Austin of Balcones Advisory is a member of XPX Austin
Mark Austin
Balcones Advisory