XPX San Antonio - Passing the Torch: Smart Strategies for a Seamless Business Succession

This presentation explores case studies that highlight strategic tools for effective business succession planning, focusing on preserving business continuity, optimizing tax efficiency, and meeting retirement and legacy goals. Attendees will gain insights into methods for ensuring a smooth transition of ownership, minimizing estate taxes, and creating a stable future for both their family and business.

Learning Objectives:

1. Ensure Business Continuity: Discover strategies to protect the business’s stability and maintain operations during ownership transitions.
2. Optimize Wealth Transfer: Learn techniques to minimize tax liabilities and safeguard business value for future generations.
3. Support Retirement and Legacy Goals: Explore ways to secure income for retirement while creating a lasting legacy for family and business.

Our Speaker:

Melinda Adams
Financial Advisor
M&T Financial Partners

Melinda Adams is a seasoned financial advisor, speaker, and partner at M&T Financial Partners specializing in business exit planning. With a passion for empowering business owners, she ensures her clients feel confident every step of the way as they grow or transition their business. Melinda has helped countless individuals, families and business owners gain a peace of mind about their finances and clarity on how to achieve their life goals through strategic financial and business succession planning.

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.