XPX San Antonio Summit 2025
Passing The Torch: Defining Your Legacy
Location
The Club At Sonterra, 901 E Sonterra Blvd, San Antonio, TX 78258
Date
Thursday, September 18th 2025, 8:30 AM - 1:00 PM CDT
Our Sponsors
Platinum
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!
Keynote
You want to have a relationship with your business bank.
Gold
Call me if you're in need of a business valuation, feasibility study, exit planning, optimization consulting, and/or litigation support.
Silver
It seems we can't find what you're looking for.
Bronze
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.
You have HR, Employee Benefit, Payroll, Risk Management needs. We have decrease the amount of time it takes to close a sale of a small business by up to 45 days.
your client needs guidance on business progression or exit planning in the area of financial planning
I work with my PNC Private Bank partners, as well as with outside partners, to offer our clients financial solutions that meet the needs of them and their families.