2023 Summit

Navigating Detours on the Road to Success

Location

The Club at Sonterra

Date

Thursday, September 21st, 2023

Sixth Annual Summit

Letter from our Summit Chair

Greetings Friends! 

XPX San Antonio is proud to present our 2023 Summit – Navigating Detours on the Road to Success to be held on Thursday, September 21st at the Club at Sonterra. This half day event is for you, business leaders and thriving organizations making a positive impact in our business community. 

XPX (Exit Planning Exchange) is a non-profit organization that supports private companies build business value, transfer ownership and create a legacy of success in their lives and their communities. Our community includes bankers, CPA’s, wealth managers, attorneys, consultants, and other business professionals. 

At the Summit, our keynote speakers will share their success stories building resilient organizations capable of navigating challenging business environments. We are also featuring breakout sessions focused on providing resources, knowledge, insights and valuable connections for you and your business. 

Please review these valuable sponsorship opportunities and contact us to reserve your sponsorship. Whether your goal is business progression, business succession or business exit, this Summit is for you. 

We look forward to a successful Summit and seeing you there! Kind regards, 

Angel Salinas
Chair
XPX San Antonio Summit 2023

Tickets & Registration
Register now to take advantage of early-bird pricing, AND very special pricing for XPX members and sponsors, and an extra special combo package for EXIT XPO + XPX Atlanta Membership

Early Bird Prices Through June 30th:

  • XPX Atlanta Members $175.00
  • Other Chapter XPX Members $175.00
  • Alliance Partner TiE Members $225.00
  • Annual Atlanta Silver Sponsors $150.00
  • Annual Atlanta Gold Sponsors $125.00
  • Non-Members $250.00
  • EXIT XPO + XPX Atlanta Membership $550.00

    (Dues alone are $400)

Attendees

Get to know the advisors from XPX attending this year’s Summit – Click on an advisor’s name to contact them now.

Tickets & Registration

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

Speakers & Panelists

Dan Tyre

Opening Keynote
Executive ,HubSpot

Dan was hired as employee number six and the first salesperson at HubSpot, he has since helped expand the sales team through management, recruiting, and training. Dan has coined the term "Smarketing" to describe the necessary alignment between sales and marketing. Leveraging his 42 years of multidisciplinary business experience in sales, marketing, and service to help scale fast-growing companies and coach those that want to harness the power of Inbound Marketing to improve their bottom line. In 2018, he published a book with Todd Hockenberry called Inbound Organization: How to Build and Strengthen Your Company's Future Using Inbound Principles.

Jack Bradley

Panelist
Managing Director ,Capstone Partners Financial Advisory Services

Jack is an accomplished, strategic business partner and pragmatic, energetic leader with over 30 years of transaction expertise in a variety of industries. Jack is highly successful at initiating and negotiating complex transactions, including acquisitions and debt restructurings. He has extensive mergers & acquisitions experience, including due diligence, valuation, terms, and deal structure.  He couples superior analytical abilities and a creative mind with diverse industry experience and intuition to provide valuable insights and actionable ideas.

Bob Delhome

Panelist
Founder & President ,Charter Contracting Company, LLC

Bob founded Charter in 1997 and has led its growth from a single-person start-up to a multi-faceted environmental remediation, civil construction and Brownfield development firm, known for performing impactful restoration projects that enhance and improve the environment on the land and in and under the water.  Today, Charter numbers over 150 professionals, is continuing to grow and evolve while consistently being recognized as a market leader and innovator on a regional and national basis.

Joshua E. French

Panelist
Partner, Corporate and Transactions Department ,Nutter, McClennen & Fish LLP

Joshua focuses his practice on advising clients in mergers and acquisitions, debt and equity finance, corporate governance, business succession planning, and formation matters.  Clients in all stages of their business life cycle engage Josh to serve as their outside general counsel. He has extensive experience advising privately-held emerging and middle-market companies, as well as family-owned and generational businesses, on navigating corporate formation, succession planning, fundraising, and liquidity events. Senior management at companies in a wide range of industries work closely with Josh to solve their complex business challenges.

James Higgins

Panelist
Founding Partner ,Chenmark

James is a Founder and President of Chenmark, a family owned holding company focused on the acquisition and ongoing management of small to medium sized businesses throughout the United States and Canada.  At Chenmark, Mr. Higgins focuses on capital allocation, subsidiary company oversight, and the firm’s internal leadership development and shared services teams. Before founding Chenmark, he worked at Protege Partners, a global macro hedge fund; at Suttonbrook Capital Management, a multi-strategy hedge fund; and on the foreign exchange desk at Barclays Capital. 

Amanda Jackson

Panelist
Managing Director of the Eastern Region, Business Development ,SRS Acquiom

Amanda works closely with deal parties, outside counsel and investors, providing guidance on SRS Acquiom’s role in handling post-closing issues such as purchase price adjustments, indemnification claims, escrow funds and payments.  
Before joining SRS Acquiom, Amanda spent ten years in the financial printing industry assisting clients with initial public offerings, M&A transactions and compliance filings at R.R. Donnelley.

Katie Johnston

Panelist
Writer & Editor ,The Boston Globe

Katie Johnston writes about work and income inequality for the Boston Globe. She also edits the Boston Globe's annual Top Places to Work magazine. Katie has been at the Globe since 2002, where she has also worked as a copy editor, entertainment editor, music editor, and travel/workplace reporter.

Libby Lipinski

Panelist
Vice President of Human Resources ,Charter Contracting Company, LLC

Libby is Vice President of Human Resources at Charter, the environmental contracting and remediation company.   Libby serves as the company’s people and talent leader.  She provides strategy, direction and foundation to the company’s engaging and respectful approach to its 100 employees and their career development in furtherance of Charter’s mission and strategic vision.  Libby received her bachelor’s degree from Northeastern University and has over 15 years of experience in HR roles within the industry. She’s a graduate of the Compensation Analyst Academy, as well as the Greater Boston Chamber of Commerce Women’s Leadership Program. When not working, Libby likes to spend time with family and keeping up with her three sons.

Derek Mohamed

Moderator
Managing Director, Wealth Manager ,First Republic Private Wealth Management

Derek has over two decades of experience helping successful families — including many CEOs and business owners — make smart decisions with their money. As the founding partner of the Mohamed-Merola team, he has modeled the practice after how family offices work with the world’s wealthiest families. Mr. Mohamed is one of Forbes magazine’s top wealth advisors in Massachusetts (2018–2022) and is also a Certified Exit Planning Advisor (CEPA), an Accredited Asset Management Specialist® (AAMS®), a Certified Private Wealth Advisor® (CPWA®) and a Chartered Retirement Planning Counselor SM (CRPC®).

Aaron Naisbitt of Dunn Rush & Co. LLC is a member of XPX Greater Boston

Aaron Naisbitt

Panelist
Managing Director ,Dunn Rush & Co. LLC

Aaron is a Managing Director at Dunn Rush & Co., advising founder-led and family-held businesses valued between $20 million and $250 million. Aaron has experience in a broad range of investment banking services including mergers & acquisitions, capital raising, valuations and financial advisory, but his primary focus is representing owners through the most important transaction of their lives – the sale of their business. Dunn Rush & Co. specializes in advising business owners on how to plan, prepare, execute, and close successful transactions to achieve the optimal price and terms and accomplish their most important personal objectives.

Bill Rodgers

Moderator
Founder ,Tarlow Breed Hartford & Rodgers, P.C.

Bill is a founder of the business law firm Tarlow Breed Hart & Rodgers, P.C., and regularly represents private companies and their owners. He serves as general counsel for a wide range of the firm's clients in addition to more traditional engagements in the areas of mergers and acquisitions, debt and equity financings, management-led buyouts, strategic alliances. corporate operations, commercial transactions and shareholder disputes. Bill has been repeatedly recognized by the Massachusetts Super Lawyer and Best Lawyers programs and was recently named as one of Best Lawyers’ “Lawyers of the Year” for Closely Held Companies and Family Business Law.

Lee Senderov

Panelist
Chief Marketing & Digital Officer ,Foundation Partners Group

As Chief Marketing and Digital Officer, Lee is responsible for implementing, overseeing, and managing digital marketing and sales strategies that advance Foundation Partners’ brand organic growth. Previous roles include President of Digital at Richline Group, a Berkshire Hathaway Company and various roles launching and growing private equity and venture capital-backed start-up companies. Lee has a History degree from Brandeis University and obtained her MBA from the Harvard Business School.

Igor Sereda

Igor Sereda

Panelist
General Manager ,Tempo Software

Igor Sereda is a software engineer and entrepreneur. Originally from St. Petersburg, Russia, he's been building successful software businesses for more than 20 years. In 2021 his company, ALM Works, which had been developing software tools for project management, was acquired by a strategic buyer, Tempo Software. Currently Igor Sereda is living in the Boston area and holding a position of General Manager and President at Tempo Software.

Altaf Shaikh

Altaf Shaikh

Panelist
Founder & CEO ,ListEngage

Altaf Shaikh is the Founder and CEO of ListEngage, which he founded in 2003 to help companies transform their digital marketing programs. Under Altaf’s leadership, ListEngage has grown to become a top-rated partner in the Salesforce ecosystem, has served 3000+ customers and earned multiple awards, such as: ExactTarget Global Services Award, the Inc. 5000 award three consecutive years, the Boston Business Journal's FAST 50 two years in a row and the Top 20 Salesforce Provider award by CIO magazine. Altaf and the ListEngage team love bringing their years of hard work, expertise, certification and acquired “superpowers” to help customers maximize their investment in Salesforce.   

Stacy Allred

Closing Keynote
Senior Managing Director, Head of Family Engagement & Governance ,First Republic Investment Management

Stacy Allred has dedicated her career to walk alongside individuals and families to more effectively navigate the complexity and promise of wealth.  Immersed in the facilitation of family meetings and development of family governance and decision making, her practice includes supporting family systems to build competencies (collectively and individually) that are essential for one's life stage, role and continuity of the family enterprise.  Prior to joining First Republic in 2020, Ms.  Allred spent twenty years with Merrill Private Wealth Management, founded the Merrill Center for Family Wealth during her time there. Holding a Master's in Science in Taxation, she began her career providing comprehensive financial planning and tax services to multigenerational family groups and executives for nine years with Ernst & Young.

Committee

Angel Salinas

Summit Chair
Sales Management Consultant ,Sandler San Antonio

Angel Salinas is a Sales Management Consultant with Sandler San Antonio. His career started in 1996 leading sales and marketing efforts for companies supplying industrial supplies globally. He lead commercial teams for 12 years and represented companies with global footprint. 

Angel has been a certified Sandler Training coach since 2008. He has delivered more than 10,000 hours of sales training throughout his career.

Angel is bilingual, he has a Bachelor 's degree in International Business by Monterrey Tech and completed the Executive Management Program by the IPADE Business School in Monterrey. He is a 7 year Vistage member.

Angel´s core values are: Passion, Faith, Courage, and Making a Difference. 

Melinda Adams

Financial Planner ,M&T Financial Partners

Melinda Adams loves her dream job as a Financial Planner with M&T Financial Partners. After many years as a corporate executive with IBM & Oracle, as well as owning her own small business, she followed her passion to become a Financial Advisor specializing in designing a roadmap to integrate the vision for their business with achieving their overall life goals.   Together, Melinda and her clients create and execute business strategies for sustainable growth, business continuity, and succession planning. 

Melinda received a B.S. Degree in Polymer Engineering from USM and an M.B.A with an emphasis in Finance from Auburn University.

Mathew Delgado

Senior Commercial Banker and First Vice President ,MidFirst Bank

Matthew is a senior commercial banker and first vice president with MidFirst Bank in San Antonio. He leverages his 25-plus years of experience in accounting, finance and banking to act as a strategic consultant to his clients. By partnering together, Matthew and his clients are able to achieve manageable and responsible growth that benefits the community, businesses and families. 

A San Antonio native, he loves making a positive impact on his hometown. Matthew earned his Bachelor of Business Administration in accounting from the University of Texas at San Antonio.

He is actively involved with his church, the food bank, youth sports and nature conservation.

Carlos Guevara

Senior Broker ,VR Business Brokers

Carlos is a Business Broker and M&A Advisor, he joined VR Business Brokers – San Antonio in 2009 and has completed multiple transactions in many industries. His 25+ years of experience include owning steel fabrication and plastic recycling and injection molding companies, and an air conditioning equipment distribution company.

This broad career gives Carlos the ability to work comfortably as an Intermediary and when needed, assisting business owners through their business exit process. Carlos is a top 10 producer within the VR Business Brokers worldwide system.

Carlos has a degree in Industrial Engineering from ITESM (1995) and is married to his high school sweetheart Estelita. He is a proud parent of three children, and an active member at Holy Trinity Catholic Church. 

Robert Latham

Managing Partner and Principle ,IBG

Bob is the managing partner and principal at IBG’s Texas office. Bob offers extensive M&A experience in
the purchase and sale of businesses in the manufacturing, construction, maintenance, and distribution
sectors and in logistics and other B2B services. His key attributes in deal-making are creative problem
solving, attention to detail, and follow-through – qualities that provide him with a rare perspective in
helping business owners achieve their purchase and sale objectives.

Bob holds a bachelor’s degree in civil engineering from Texas A&M University and an MBA from the
Columbia University Graduate School of Business.

Ron Ondechek, Jr.

Founder ,South Highland Ventures LLC

Ron Ondechek Jr is the Founder of South Highland Ventures LLC, a full-service private equity firm serving investors and growth-oriented companies with a full suite of capital investment, M&A, advisory, and operational services.  SHV has built a reputation for its exclusive & off-market deal flow, skill in scaling companies, and expertise in technology adoption.  Ron specializes in supporting high growth early stage to middle market companies all the way through to exit and presided over 100 debt and equity transactions as a VC/PE fund manager, investment banker, consultant, and entrepreneur.

Liz Papagni

CEO ,Marketing Initiative Worx, Inc.

Number One Best Selling Author of “Your Marketing Roadmap,” Founder of MyCMO, and CEO of
Marketing Initiative Worx, Inc., Liz Papagni is a leading brand and marketing thought leader who has
worked with a vast array of clients, from established small businesses to Fortune 500 companies. As a
marketing and leadership expert with a passion for helping companies develop strategies that convince
and convert customers, she has launched and propelled many brands in both the B-B2B and B2B space.
With her strategy-first philosophy, Liz partners with her clients to help them determine their distinct
market position, reinforce customer relationships, and maximize results.

Hector Rodriguez

Coach & Trainer ,Sandler San Antonio

Hector is an award-winning Sandler Coach & Trainer.  Hector speaks with hundreds of successful leaders every year who want to achieve consistent sales growth and find the right people. What stalls their growth? Long sales cycles, lack of process, comfort zones, poor prospecting, & client attrition. Hector is a Business Growth Advisor who helps successful organizations and their leaders with 4 different areas.

 

- Skills- How to sell and prospect more effectively.

- Staff - How to recruit, hire and onboard leaders & their teams.

- Strategy- How to sell & plan more strategically.

- Structure- How to create or implement operating systems and playbooks.

 

Hector’s Favorite Sandler Rule: “You Have To Learn To Fail, To Win.”

Teri Villanueva

Franchise Consultant ,FranNet

Teri Villanueva was born and raised in San Antonio and graduated from the University of Texas at Austin.

She is currently a Franchise Consultant with FranNet, a franchise consulting firm. As a FranNet Consultant, Teri helps individuals navigate the research and due diligence of owning a franchise and determining which would be the best fit.  She likes to say she is a “Business Matchmaker”.

Teri is passionate about making a difference and enjoys educating her clients and being a resource for them before and after the sale.  On a recent Google review, one of Teri’s clients said she was a partner in his discovery process and she is a real star in this space.  

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