Fourth Annual

Owner & Advisor Summit

Save The Date: October 12, 2021

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

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