2024 Summit
Exit Excellence
Location
Club at Sonterra, San Antonio, TX
Date
Thursday, September 19th, 2024
Program Agenda
Registration & Networking
8:30am - 9:00am
Keynote: "Phantom Stock... the Ideal Incentive Plan for Private Companies" featuring Tom Jordan, Principal Owner of Exodus Complink
9:00am - 9:45am
Break
10:00am - 10:20am
Panel: "ESOPs, How Business Owners Participate and Benefit"
10:30am - 11:30am
Break
11:30am - 11:50am
Lunch and Keynote featuring Brent Statzer
12:00pm - 1:00pm
Contact & Connect
Chapter Events
Sep 18, 2025 ⋅ 8:00am - 1:00pm (CDT)
XPX Next 2025
Jul 15, 2025 ⋅ 1:00pm - 5:00pm (EDT)
Summit Sponsors
Gold
Silver
Bronze
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