2022 Summit

Strategies for Business Progression

Location

The Club at Sonterra

Date

Thursday, September 22nd, 2022

FIFTH ANNUAL SUMMIT

Letter from our Summit Chair

The Fifth Annual San Antonio Exit Planning Summit is underway! Welcome!

Greetings Friends!

I am honored and excited to share XPX San Antonio 2022 Summit – “Strategies for Business Progression” to be held on Thursday, September 22nd at the Club at Sonterra. This half-day, informational Summit is just for you, our local businesses. Keynote speakers Carolyn Labatt, CEO of Computer Solutions, and Michael Kiolbassa, President of Kiolbassa Smoked Meats, will share their journeys from startup to present. We’re also featuring two panels of advisors, discussing short and long term goals for continued success. Whether your goal is business progression, business succession or business exit, this Summit is for you.

XPX- Exit Planning Exchange is a nonprofit organization made up of a diverse group of expert advisors helping private company clients through all stages of the business life cycle. Membership includes bankers, CPA’s, wealth managers, attorneys, business consultants, and others that support our San Antonio and surrounding area business owners.

As Chair of this year’s Summit, I want to invite you to review these valuable sponsorship opportunities and take advantage to showcase your business.

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!

Lisa Mochel
Chair
XPX San Antonio Summit 2022
Lisa.mochel@lscb.com

JOIN US FOR OUR ANNUAL XPX SAN ANTONIO IN-PERSON SUMMIT!

San Antonio Summit Flyer

XPX (Exit Planning Exchange) is a nonprofit organization madeup of advisors for businesses. Membership includes bankers, CPA’s, wealth managers, attorneys, business consultants, and others that support our San Antonio and surrounding area business owners.

Keynote speakers Carolyn Labatt, CEO of Computer Solutions, and Michael Kiolbassa, President of Kiolbassa Smoked Meats, will share their journeys from startup to present. We’re also featuring two panels of advisors, discussing short and long term goals for continued success. Whether your goal is business progression, business succession or business exit, this Summit is for you. 

 

INDIVIDUAL TICKETS ARE NOW AVAILABLE!

XPX San Antonio Members – $125.00
Other XPX Chapter Member – $135.00
Non-members – $150.00

Individual Ticket Refund Policy: You may request to cancel your registration for a full refund by Friday, Sept. 16, 2022 at NOON EDT.  After the deadline, tickets are final sale and non-refundable.  We are unable to issue a credit towards another meeting or honor substitutes.

DON'T MISS OUT ON VALUABLE SPONSORSHIP OPPORTUNITIES AND RESERVE YOUR SPONSORSHIP TODAY!

Summit Sponsorship Opportunities:

Platinum Sponsorship  – $4,500.00
2 Tables of 8 Recognition from Stage Signage at Event

Gold Sponsorship   – $2,500.00
1 Table of 8 Recognition from Stage Signage at Event (Featured in the SA Woman magazine ad, plus more).

Silver Sponsorship  – $2,000.00
1 Table of 8 Recognition from Stage Signage at Event

Bronze Sponsorship – $1,500.00
Half Table (4 seats) Recognition from Stage Signage at Event

PLEASE NOTE: Sponsorships purchased after July 31st, 2022 will be ineligible for marketing benefits listed under the appropriate sponsorship level due to promotional deadlines.

There are no refunds on sponsorships. 

If you prefer to pay by check, please contact Ausie Burns @ ausie@bankler.com

Click HERE for further information about our Summit Sponsor Benefits, or contact Lisa Mochel, XPX San Antonio Summit Chair at lisa.mochel@lscb.com.