XPX San Antonio: Case Studies of Business Owners in Various Stages of Business Transition/Succession

Sarah, Faye, and Luke will be discussing various case studies of business owners at different stages of business transition; items they (and their advisors) should be keeping in mind; and walking through examples of owners selling to third parties and ones that transition to family, etc., with an emphasis on risk management, estate planning, and tax planning.

Our Speakers:

Sarah N. Ehrhardt, J.D.
Private Business Strategist
PNC Private Bank

Faye Hilpert
Austin Market Leader
PNC Private Bank

Luke Rother
Vice President
Regional Insurance Strategist
PNC Bank

Registrations Fees:

XPX San Antonio Members: $45.00
XPX San Antonio Members Same Day: $55.00

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

Registration fee includes breakfast.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds or credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.