2024 Summit
Exit Excellence
Location
Club at Sonterra, San Antonio, TX
Date
Thursday, September 19th, 2024
Moderators & Panelists
Thomas Jordan
Tom specializes in the design, implementation, funding and the administration of executive and key employee incentive plans. Tom guides business leaders in growth and valuation strategies, exit and succession plans and executive compensation solutions. Much of his experience includes executive and board-level strategy, exit planning, enterprise value growth planning, and designing tax-favored solutions for top earners. Tom’s passion is evident in his expansive contributions to his many entrepreneurial pursuits and the results are felt in the hundreds of companies he has partnered with throughout his career.
Brent Statzer
Brent Statzer is a seasoned business leader with deep expertise in brand marketing. He recently sold PMG Tastings to Pourtastic Tastings LLC to focus on advising small and medium-sized businesses on branding. Under his leadership, PMG Tastings executed over 133,000 alcohol sampling events in under 15 years with a 98.1% success rate. As a spin-off from PMG Retail & Entertainment, the company excelled in consumer engagement. Even during the COVID-19 pandemic, Brent innovated by expanding digital content and point-of-sale programs, reaching over 1.3 million views despite in-store limitations.
Contact & Connect
Chapter Events
Summit Sponsors
Gold
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!
Bronze
Call me if you're in need of a business valuation, feasibility study, exit planning, optimization consulting, and/or litigation support.
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.