2024 Summit
Exit Excellence
Location
Club at Sonterra, San Antonio, TX
Date
Thursday, September 19th, 2024
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
Contact & Connect
Chapter Events
Aug 20, 2024 ⋅ 7:30am - 9:00am (CDT)
Sep 19, 2024 ⋅ 8:00am - 1:00pm (CDT)
Summit Sponsors
Platinum
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Media
Program Agenda
2023 Summit
Navigating Detours on the Road to Success
Location
The Club at Sonterra
Date
Thursday, September 21st, 2023
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
Contact & Connect
Chapter Events
Aug 20, 2024 ⋅ 7:30am - 9:00am (CDT)
Sep 19, 2024 ⋅ 8:00am - 1:00pm (CDT)
Silver Sponsors
Bronze Sponsors