2024 Summit
Exit Excellence
Location
Club at Sonterra, San Antonio, TX
Date
Thursday, September 19th, 2024
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
Program Agenda
Registration & Networking
Keynote: "Phantom Stock... the Ideal Incentive Plan for Private Companies" featuring Tom Jordan, Principal Owner of Exodus Complink
Break
Panel: "ESOPs, How Business Owners Participate and Benefit"
Break
Lunch and Keynote featuring Brent Statzer
Contact & Connect
Chapter Events
Summit Sponsors
Gold
We use creative, out of the box thinking to assist clients - We Solve Problems! In addition, Our Job is to put money in your pocket!
Silver
I work with my PNC Private Bank partners, as well as with outside partners, to offer our clients financial solutions that meet the needs of them and their families.
Bronze
I have owned companies in manufacturing, distribution and services, along with well over 10,000 hours of coaching business owners. I will understand your business and your objectives.
Call me if you're in need of a business valuation, feasibility study, exit planning, optimization consulting, and/or litigation support.