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

8:30am - 9:00am

Keynote: "Phantom Stock... the Ideal Incentive Plan for Private Companies" featuring Tom Jordan, Principal Owner of Exodus Complink

9:00am - 9:45am

Break

10:00am - 10:20am

Panel: "ESOPs, How Business Owners Participate and Benefit"

10:30am - 11:30am

Break

11:30am - 11:50am

Lunch and Keynote featuring Brent Statzer

12:00pm - 1:00pm

Chapter Events

Summit Sponsors

Gold

Silver

Bronze