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  • Exit Planning Exchange
Exit Planning Exchange
Mar
19

XPX San Antonio - Sales Red Flags: Key Risks Impacting Business Valuation & Exit Strategy

Details

Date & Time

Wed, Mar 19th, 2025 ⋅ 7:30am - 9:00am (CDT)

Location

Petroleum Club, 8620 N. New Braunfels, 7th Floor, San Antonio, TX 78217

Tickets

Non-Members
$55.00
Non-Members Same Day/Walk-In Fee
$65.00
San Antonio Firm Level EMPLOYEE - Limit is ONE EMPLOYEE GUEST ONLY
$30.00
San Antonio Firm Level EMPLOYEE - Limit is ONE EMPLOYEE GUEST ONLY - SAME DAY/WALK-IN FEE
$40.00
San Antonio Firm Level Member
$30.00
San Antonio Firm Level Members SAME DAY/WALK-IN FEE
$40.00
San Antonio Members
$30.00
San Antonio Members Same Day/Walk-In Fee
$40.00
XPX Chapter Network Members
$45.00
XPX Chapter Network Members Same Day/Walk-in Fee
$55.00
Guests

Registrants

23 people attended

Building on February’s presentation on the key forces shaping M&A in 2025, Shelley Mann will dive into one of the most critical areas of business performance that directly impacts valuation and exit success: sales quality.

Too often, businesses focus on financials without addressing hidden risks in their revenue generation strategy—risks that can significantly reduce valuation or derail a sale altogether. This session will highlight major red flags consultants and business advisors should be aware of when working with their clients.

Whether a business owner is actively looking to sell or years away from an exit, businesses should always be prepared for the sale. Exit planners, M&A advisors, CPAs, bankers, and lawyers will gain actionable insights to help clients strengthen sales infrastructure, maximize valuation, and ensure a smoother transaction process.

Our Speaker:


Shelley Mann
Principal/CEO
Strategic Sales Advisors LLC

Shelley is a trusted advisor and speaker who works with business owners in the small to mid-market space to optimize their commercial performance, directly impacting business valuation and exit readiness. With over 20 years of experience in sales leadership and revenue strategy, she helps companies move from commercial chaos to repeatable sales performance. Shelley specializes in building scalable sales structures, reducing owner dependency in sales, and strengthening revenue predictability—ensuring businesses are always prepared for a successful sale or transition.

Registration Fees:

XPX San Antonio Members: $30.00
San Antonio Members Walk-in/Same Day Registration: $40.00 

XPX San Antonio Firm Level Members: $30.00
San Antonio Firm Level Members Walk-in/Same Day Registration: $40.00

Other XPX Chapter Members: $45.00
Other XPX Chapter Members Walk-in/Same Day Registration: $55.00

Non-Members: $55.00
Non-Members Walk-in/Same Day Registration: $65.00

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.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
David Spellman of Spellman Capital Strategies is a member of XPX San Antonio
David Spellman
Spellman Capital Strategies
Walter Belt of Vaco LLC is a member of XPX San Antonio
Walter Belt
Vaco LLC
DG
David Gray
United Texas Credit Union
WG
Wayne Gordon
Glaucon Capital Partners
SM
Shelley Mann
Strategic Sales Advisors LLC
VH
Victoria Herrera
Herrera CPA
MB
Maria Breen
The Bank of San Antonio (Texas Partners Bank)
BM
Bruce McMillan
Texas Partners Bank
John Seybold of Employer Flexible is a member of XPX San Antonio
John Seybold
Employer Flexible
Lisa Mochel of Rio Bank is a member of XPX San Antonio
Lisa Mochel
Lone Star Capital Bank
Rob Rodriguez, CCIM, MBA of Verde Commercial Real Estate Group LLC is a member of XPX San Antonio
Rob Mba Ccim Rodriguez
Verde Commercial Real Estate Group LLC
MS
Michael Schaub
Timothy Geppert of Central Texas CFOs LLC is a member of XPX San Antonio
Timothy Geppert
Central Texas CFOs LLC
Steven Bankler of Bankler Partners is a member of XPX San Antonio
Steven Bankler
Steven Bankler, CPA, Ltd.
Kim Ford of theKFORDgroup is a member of XPX San Antonio
Kim Ford
theKFORDgroup
Dave Key of Murphy Business and Financial is a member of XPX Houston
Dave Key
Murphy Business and Financial
Carlos Guevara of VR Business Brokers San Antonio TX is a member of XPX San Antonio
Carlos Guevara
VR Business Brokers San Antonio TX
Jorge Herrera of Jorge Herrera CPA CIA PC is a member of XPX San Antonio
Jorge Herrera
Jorge Herrera CPA CIA PC
Nathan Doty of PNC Private Bank is a member of XPX San Antonio
Nathan Doty
PNC Private Bank
CH
Cathy Hooks
Steven Bankler, CPA, Ltd
RS
Rick Soat
BDO
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James Rosenblatt
Rosenblatt Law Firm
CT
Chris Thiel
JDSM Enterprises