XPX San Antonio - ESOPs: How Exit Planning Advisors Participate and Benefit

ESOPs are one of the most powerful and yet least understood ownership succession planning strategies. This presentation promises to demystify ESOPs, making the complex understandable. It will explain how ESOPs are a “big tent” strategy with roles for every type of exit planning specialty, including: attorneys, commercial bankers, investment bankers, investment advisors and valuation consultants. The presentation will include a case study of a prominent San Antonio company, The Levy Company, which completed an ESOP transaction in 2015. Speakers will include Kelly Finnell, president of an ESOP consulting firm based in Memphis, and Harry Levy, President of The Levy Company.

Our Speakers:

Kelly Finnell
Executive Financial Services, Inc.

The Levy Company

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.  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.