2023 Summit

Navigating Detours on the Road to Success

Location

The Club at Sonterra

Date

Thursday, September 21st, 2023

2023 Summit

Navigating Detours on the Road to Success

Location

The Club at Sonterra

Date

Thursday, September 21st, 2023

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

7:30am

Welcome and Kickoff

8:30am

Morning General Session

9:00am

Chad McNair: (CEO @ McNair java Partners)

Presentation: “Selling Your American Dream – A Few Lessons Learned”

Break

9:50am

Breakout Sessions A

10:05am

Brian Daley (Director, Corporate Business Development @ Founders Advisors)

Presentation: “The Pursuit of Enterprise Value: A Data Driven Approach”

Will Duke (Co-founder and former CEO of 3Sixty Integrated)

Presentation: “The Other Side of the Sale”

Break

10:55am

Breakout Sessions B

11:10am

Melanie Kirk (Owner @ ATKG, LLP)

Teryn Grater (Owner @ ATKG, LLP)

Presentation: “Don’t Leave Money on the Table – Strategies to Minimize Tax Consequences and Maximize Value on the Sale”

Tom Cuthbert (Master Chair and CEO Coach @ Vistage Worldwide, Inc)

Bianca Rhodes (President and CEO @ Knight Aerospace)

Presentation: “Navigating From Start to Exit with Bianca Rhodes”

Lunch & Key Note Speaker

12:00pm

Mona Helmy (CEO @ Helmy Plastic Manufacturing & Industrial Design)

Presentation: Built to Last Yet Lessons Learned”

Closing General Session

12:50pm

Wrap Up

1:00pm

Summit Sponsors

Platinum

Gold

Silver

Bronze

Media