Fourth Annual

Owner & Advisor Summit

Save The Date: October 12, 2021

Moderators & Panelists

President, Steven Bankler, CPA, Ltd.

Steven Bankler started his practice over 43 years ago. His unique firm has only CPAs working on client’s book and records. The firm provides consulting, exit and tax planning for closely held/family owned businesses. They also provide litigation support is a variety of areas of business litigation. They have over 30 years in assisting buyers and sellers in the implementation of their exit plans.

CEO/Majority Owner, Vighter LLC

Jeremy is service-disabled veteran who served as a Special Forces “Green Beret” Medic in the US Army with 7th Special Forces Group. Jeremy deployed throughout South America to provide tactical training to foreign military and police. He graduated with an M.A. in Homeland Security and later an M.B.A. in Global Business Management. In 2012, he joined Vighter and helped grow the business to $16M in annual revenue.

President, Silber & Associates

Travis McLeod is President of Silber & Associates as well as Highland Commissioning both located in San Antonio, Texas. He is a graduate of Texas Tech University with his degree in Mechanical Engineering.  Mr. McLeod has 29 years of experience in the construction industry as a Testing & Balancing Agent, Sales Engineer and Mechanical Consulting Engineer. He has experience in central plant design, health care design and laboratory design including biocontainment precautions. He also has extensive experience with industrial ventilation, humidity control, sound and vibration control, energy recovery systems, air distribution, and air filtration.

Allen Devino

Founder/CEO, POS Solutions

Allen Devino spent his working life in the point of sale business. In 1999, he founded POS Solutions – a systems integrations company – primarily using Aloha software with NCR hardware. Allen served on the Aloha Reseller Advisory Board from 2018-2019. In November, 2019 POS Solutions was sold to NCR Corporation, which retained all of the employees. Allen is currently living the retired life on Lake Travis in Spicewood, Texas.

Moderator

CMBA, CExP, CEPA

Transition Strategies and Transaction Support, MPN, Inc. John develops transition and succession strategies that allow business owners to exit their companies on their own schedule. He is the founding President of the Exit Planning Exchange of San Antonio. He holds a Bachelor of Science degree in Accounting from Rutgers University, an MBA from Pepperdine University, and the Certified Exit Planner and Certified Exit Planning Advisor qualifications.

President, The KFORD group

Kim is president of The KFORD group, a leading CPA firm in San Antonio and is a Certified Valuation Analyst and a Master Analyst in Financial Forensics, both awarded by the National Association of Certified Valuators and Analysts. She performs business valuations and forensic investigations while working closely with clients and attorneys to analyze complex financial situations and provide expert testimony in the courtroom.

Moderator

Shareholder, Gardner Law

Kelly is a Shareholder at Gardner Law, and is Gardner Law’s Business Group Chair. She advises small businesses and start-ups in connection with M&A, corporate governance, choice-of-entity and other organizational matters, as well as general corporate matters. She received her J.D. from Texas Tech University School of Law in 2003, and she joined Gardner Law in 2008.

CPA | CFO Advisor, Vaco

Tim provides insight and solutions for Family Businesses and Construction and Engineering Companies. These include general contractors, concrete, masonry, interior, electrical, mechanical, telecom, utility, flooring and specialty contractors. Tim was involved in international projects in Surinam, Colombia, Jamaica, Australia, United Kingdom, France, Mexico and Brazil.

Andrew Jett

President/CEO, MeriTec Services

MeriTec Services, Inc. is a federal government contractor focused on Information Operations and Cybersecurity Operations support. Andrew served as a Security Engineer and Technical Advisor to 25th Air Force and in 2010, co-wrote Red Teaming: A Guide to Non-kinetic Warfare: Hacking Tools and Techniques for IT Professionals. He is a certified Computer Information Systems Security Professional and has a bachelor’s degree in Management/Computer Information Systems.

Partner, MPJ Business Valuations

James R. (Jim) Park has over 28 years of experience in the valuation of companies and partnerships for gift and estate tax purposes, mergers and acquisitions, buy/sell agreements, employee stock option plans, S Corporation conversions and shareholder disputes. Jim is an Accredited Senior Appraiser with the American Society of Appraisers and a co-author of the Comprehensive Guide for the Valuation of Family Limited Partnerships.

Robert Potter

Executive Vice President, Chief Lending Officer

Lone Star Capital Bank Robert Potter has over 30 years’ experience in Commercial Real Estate and Lending in a variety of positions, primarily in CRE loan originations and portfolio management. He graduated from Northern Arizona University with a Bachelor of Science degree in Business Management and from The University of Texas at San Antonio with a Master of Business Administration degree.

J.R. Ramon & Sons

J.R. Ramon & Sons began as a “mom and pop” business in 1945 with the goal of providing for the family and creating opportunities for the children. They were San Antonio’s first licensed demolition contractor. Joe Jr. began leading the business in 1986. In 2015, his son Timothy became the 3rd generation President of JR Ramon. Under Tim’s leadership the company has continued to grow and surpass original vision’s expectations.

Bill Roberts

CEO, T&D Moravits & Co.

Bill brings over 35 years of experience in the construction industry, including field labor, supervision, project management and executive leadership. As T&D Moravits’ President and Chief Operating Officer, Bill oversees the operations of all three divisions and has daily oversight over company strategy, goals, and performance. Just as important, Bill pushes a company culture of Safety, fair dealing, passion for quality, and individual responsibility.

President, Rosenblatt Law Firm

James has practiced law for over 26 years since obtaining his JD from Emory School of Law. Prior to opening his firm, James gained valuable experience working at Davidson & Troilo, the international law firm of Akin Gump and as inhouse counsel for an international construction company. While working at Akin Gump, James honed his business acumen by obtaining an MBA from the University of the Incarnate Word. James has been recognized as one of the best attorneys in both San Antonio and nationally.

Moderator

CPA, AEP

Chartered Advisor in Philanthropy, C3 Financial Partners Carolyn’s experience as a CPA in public accounting was the perfect prelude to working with C3 Financial Partners as a senior partner. Collaborating with a client’s advisory team is key to helping a client optimize their options. She is a Chartered Advisor in Philanthropy® (CAP®), holds a Group I Life and Health License, and is a certified General Securities Representative (Series 7 and 66).

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