2025 Summit

Driving Growth | Building Value

Location

Houston Country Club,
1 Potomac Dr, Houston, TX 77057

Date

Thursday, February 13th, 2025

SIXTH ANNUAL SUMMIT

Letter from our Summit Chair

Greetings Friends!

XPX San Antonio is proud to present our 2023 Summit – Navigating Detours on the Road to Success to be held on Thursday, September 21st at the Club at Sonterra. This half day event is for you, business leaders and thriving organizations making a positive impact in our business community.

XPX (Exit Planning Exchange) is a non-profit organization that supports private companies build business value, transfer ownership and create a legacy of success in their lives and their communities. Our community includes bankers, CPA’s, wealth managers, attorneys, consultants, and other business professionals.

At the Summit, our keynote speakers will share their success stories building resilient organizations capable of navigating challenging business environments. We are also featuring breakout sessions focused on providing resources, knowledge, insights and valuable connections for you and your business.

Please review these valuable sponsorship opportunities and contact us to reserve your sponsorship. Whether your goal is business progression, business succession or business exit, this Summit is for you.

We look forward to a successful Summit and seeing you there! Kind regards,

Angel Salinas
Chair
XPX San Antonio Summit 2023

Tickets & Registration

Register now to take advantage of early-bird pricing, AND very special pricing for XPX members and sponsors, and an extra special combo package for EXIT XPO + XPX Atlanta Membership

XPX Members $250.00
Non-Members $350.00
Owner $275.00
Same Day / Walk-ins $475.00

Program Agenda

7:30am

Registration, Coffee, & Networking

7:30am

8:30am

Breakfast / Welcome Remarks

8:30am

8:40am

Opening Keynote

8:40am

Intentional Leadership, Sean Barnes

9:30am

Learning Lab 1

9:30am

Value Growth Path

5 Ways to More Profits

Transfer Path

What To Know Before Selling Your Company

Legacy Path

Advanced Tax Strategies

10:45am

Morning Break & Networking

10:45am

11:00am

Learning Lab 2

11:00am

Value Growth Path

Building a Strong Leadership Team

Transfer Path

Riding the Rollercoaster of Selling Your Business

Legacy Path

Mo Money, Mo Problems

12:10pm

Lunch & Networking

12:10pm

Intentional Leadership, Sean Barnes

12:30pm

Lunch Keynote

12:30pm

Lunch Keynote

Think Beyond Value

Dr. David Flint is a professor, author, mentor, musician, world traveler, and as an entrepreneur, a

habitual risk taker. He is the author of Think Beyond Value which presents the V-REEL™ Framework, a practical resource for any organization seeking to think critically through ideas and shape sound strategy.

Dr. Flint has engaged in entrepreneurial activities since the early 1980s across multiple industries and is presently involved in board, leadership, or advisory positions across business endeavors in software applications, real estate, and insurance. David serves on the board of several not-for-profit organizations with both domestic and international activities and is passionate about helping businesses, entrepreneurs, and individuals succeed.

All participants will receive a complimentary copy of Think Beyond Value.

Speaker