XPX San Antonio Summit 2025

Passing The Torch: Defining Your Legacy

Location

The Club At Sonterra, 901 E Sonterra Blvd, San Antonio, TX 78258

Date

Thursday, September 18th 2025, 8:30 AM - 1:00 PM CDT

Seventh 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​

No refunds or credits will be given for cancellations. This registration is not transferable to another individual – no substitutes please.

Program Agenda

Registration & Breakfast Networking

8:30am - 9:00am

Attendees check-in, enjoy light breakfast options, and network before the keynote begins.

Breakfast Keynote Speaker – Cathy Carroll

9:00am - 9:50am
Passing The Torch
How to Get Off the Dime
Cathy Carroll of Legacy Onward, Inc. is a member of XPX San Antonio
Cathy Carroll
President at Legacy Onward, Inc.

Business Owners’ Panel – Lisa Fullerton & Preston Woolfolk

9:50am - 10:40am
Strategic Transitions
Real Owners, Real Transitions—Private Equity & Family Succession
Lisa Fullerton of A Novel Idea, LLC (A.N.I.) is a contact of XPX
Lisa Fullerton
President at A Novel Idea, LLC (A.N.I.)
Preston Woolfolk
Co-President at Documation

Break/Networking

10:40am - 10:55am

A short break to refresh and allow attendees to network.

Guest Speakers – Joe Gonzales, M.D. and Steve Bankler, CPA

11:00am - 11:55am
Built It. Sold It. Here’s What I Learned
The Grit, Growth, and Gratitude of a Founder’s Exit
Joe Gonzales of Physician Life Care Planning is a contact of XPX
Joe Gonzales, M.D.
Founder at Physician Life Care Planning, LLC

Lunch Keynote Speakers – Ford & LeeAnn Wagner – Texas Auto Carriers

12:00pm - 12:55pm
The Journey of Texas Auto Carriers
Building, Growing, and Exiting a Family Business
Ford & Louann Wagner
President at Texas Auto Carriers

Closing Remarks & Q&A

1:00pm

Close the event with reflections and key takeaways. Open the floor for questions from attendees.

Chapter Events

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