2022 Summit

Strategies for Business Progression

Location

The Club at Sonterra

Date

Thursday, September 22nd, 2022

Committee

Lisa Mochel, 2022 Summit Chair

Lone Star Capital Bank

Carlos Guevara

VR Business Brokers

Amy House

Growin' Out Loud Darlin' LLC

Steve Hutson

First American Title

Laura Kirby

LLK Consulting

Candace Lynch

Vaco

Angel Salinas

Sandler Training

Angie Shadle

Growin' Out Loud Darlin' LLC

Carolyn Smith

C3 Financial Partners
Showing 9 members
Ron Ondechek of South Highland Ventures LLC is a member of XPX San Antonio
Ron Ondechek
Managing Director & Founder
South Highland Ventures LLC
You need an experienced lead VC/PE investor, a M&A advisor specialist, or discreet C-level operational support.
Steven Bankler of Steven Bankler, CPA, Ltd. is a member of XPX San Antonio
Steven Bankler
Steven Bankler, CPA, Ltd.
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!
AUSIE BURNS
CPA
Steve Bankler, CPA
You need help in planning your exit from your business.
Kim Ford of theKFORDgroup is a member of XPX San Antonio
Kim Ford
President
theKFORDgroup
You need a business valuation or forensic accounting to assist you in making critical financial decisions
John Dini of The Exit Planning Coach is a member of XPX San Antonio
John F Dini
Principal
The Exit Planning Coach
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.
Matthew Delgado of Broadway Bank is a member of XPX San Antonio
Matthew Delgado
SVP
Broadway Bank
Please call me before your exit is forced upon you without a plan, by circumstances out of your control.
Carlos Guevara of VR Business Brokers San Antonio TX is a member of XPX San Antonio
Carlos F Guevara
Senior Broker
VR Business Brokers San Antonio TX
You have a client exploring the possiblity of selling the business, I can provide a complimentary Opinion of Value and general guidance of what to expect from the selling process.
Lisa Mochel of Lone Star Capital Bank is a member of XPX San Antonio
Lisa Mochel
Vice President
Lone Star Capital Bank
8:00 a.m. - 5:00 p.m. Monday-Friday
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James D. Rosenblatt
Mr.
Rosenblatt Law Firm
Your business needs legal help.