Program Speakers: Krysti Seibert, Director of HR Alterman, Inc. and Chris Thiel, Executive VP and CFO of Alterman, Inc. Moderator: Lisa Mochel (Lone Star
Cheryl Centeno
Call Me When… You'd like to learn more about XPX and increase your visibility as a member.
Program Speaker: Travis McLeod, President of Silber & Associates Moderator: James Rosenblatt (Rosenblatt Law Firm)
Program Speakers: Bobby Hines, former President of Eldridge Electric Moderators: Tim Geppert, (Vaco) and Steven Bankler, (Bankler CPA, Ltd.)
Program Speakers: Bjorn Dybdahl, President of Bjorn Family Audio Video Home Theater Kris Dybdahl, Vice President of Bjorn Family Audio Video Home Theater Moderator:
Program Speakers: Quentin A. Baker, President of Baker Engineering and Risk Consultants Moderators: Tim Geppart, CPA (Vaco) and John F. Dini, CMBA, CExP, CEPA
Recently, XPX San Antonio hosted their 4th annual Business Owner and Advisor Summit on October 12th. The program featured a number of panelists covering
What does a real, collaborative, multi-advisor value-building project look like? Get the in-depth story and play-by-play of a dynamic, complex value-building project from both
Is inflation on the horizon? Are there any red flags in the economy? How does this impact our clients’ businesses? Join us on October
Exit planning done right is a well thought out process that takes time, preparation, and patience. We will hear from a business leader who
Learn the secrets of Your Exit Map: Navigating the Boomer Bust, John Dini’s best-selling book on profitable exit strategies. Monthly educational program. Mary Norton
This event will focus on Early Personal Wealth Planning for the principal owners. Specifically focusing on Goal Setting & identification of any Wealth/ Valuation
View a final wrap-up of our case study client, Sam’s exit journey.
The business community was dealt unprecedented challenges brought on by the pandemic, creating massive disruptions in everything from supply chains, to employment, technology and
Please join us for this first XPX case study of nice monthly sessions in which we will discuss what the owners of a $40M,
We can’t wait for you to experience the cleaner, brighter and more user-friendly feel of our new platform! The site is designed to give
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