Third Annual
Owner & Advisor Summit
Save The Date: October 12, 2021
Summit Highlights
Thanks To All For a Great Summit 2020 - See You Next Year On October 12th, 2021
Sooner or later, every owner exits his or her business. Planning allows you to control the time frame, method and proceeds of your transition. If you want to maximize your results and minimize your headaches, take advantage of this once-a-year event! Expert speakers and panels will discuss when family and business don’t mix, preparing your business for a buyer and planning for your personal liquidity event.
This all-virtual event will include the popular “Tales from the Trenches”. Every panel will include experiences and insights from business owners who took successful exit paths, why they chose the method they did, what went right and what went wrong.
If you plan to sell your business, whether to family, employees or a third party, your first step should be learning how the process works.
Registration includes a free gift basket and a Summit web profile to enable you to interact with other attendees.
We’ll have four sessions beginning at 4 PM each day to cover the challenges of valuation, M&A and communications during the pandemic – View Schedule
Our speakers include owners and advisors from the San Antonio business community – View Speakers
To facilitate networking, we’ve created a directory of advisors from XPX and attendees at the Summit – View Advisors
Thanks to our committee for designing this interactive learning and networking experience! – View Committee
Chapter Events
Media Sponsor
Event Sponsors
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!
Your business needs legal help.
Silver Sponsor
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.
Bronze Sponsors
Please call me before your exit is forced upon you without a plan, by circumstances out of your control.
You need a business valuation or forensic accounting to assist you in making critical financial decisions
You have a project or client requiring business legal services such as: Documents or Operating Agreements, Business Contracts, Business Litigation, Mergers & Acquisitions or Real Estate Transactions
You need to build value and leadership in your business for a successful exit. I help owners get more from their business by helping implement a simple business management system called the Entrepreneurial Operating System (EOS)
8:00 a.m. - 5:00 p.m. Monday-Friday
Individuals, Businesses, and even non profits,engage us to help identify and manage risks- especially those risks that are unnecessary.
You see a situation requiring accounting, bookkeeping, somebody to do pro-formas, uncertainty in the accounting records, etc or help analyze a potential acquisition.
Call me if you're in need of a business valuation, feasibility study, exit planning, optimization consulting, and/or litigation support.