2024 Summit
Exit Excellence
Location
Club at Sonterra, San Antonio, TX
Date
Thursday, September 19th, 2024
Exit Planning Exchange Summit 2024
It is with great pleasure that we kick off this year’s Summit for the Greater Boston chapter of the Exit Planning Exchange (XPX). The Summit provides a unique opportunity each year to help our members and guests share valuable insights and deepen relationships with like-minded professional advisors. While exit planning serves a key tenant of the organization’s overall purpose, our mandate spans well beyond transactional relationships with clients. Instead, our goal is to help professional advisors find the knowledge, tools and/or relationships they need to help clients solve problems throughout the company lifecycle at catalyst moments where change is needed.
Before delving into this year’s content, we want to thank our many stakeholders and volunteers. Nutter Law again serves as our Annual Summit Sponsor, providing us all with an incredible venue today. Our XPX Summit Committee has worked diligently the past 6 months preparing today’s powerful programming and complicated unseen logistics. Our various Summit sponsors have provided tremendous support for the day’s festivities. And we would not be here without our XPX members and guests joining today for our annual “super bowl.” Thank you, all!
For this year’s Summit, we decided to pursue a series of intimate interviews and talks that provide different perspectives on the overall theme, “Helping Advisors Engage Better – Acquiring and Retaining Clients.” On this journey, you will hear about why business leaders hire or fire you, about key technologies useful for today and tomorrow, about softer skills that are critical to engagement success, about advisors transitioning their practices and about the current economic landscape.
We hope you walk away today with 2-3 points that will help you engage better with your clients in your unique professional niche. We also hope you use the opportunities to build upon existing professional relationships and develop new ones. Enjoy today’s festivities and thank you again for joining us!
All the Best,
Dave Poulin – XPX GB President
Greg Romero – Summit Chair
Tickets & Registration
Registration Fees:
Registration Fees (Same Day/Walk-in):
No refunds or credits will be given for cancellations. This registration is not transferable to another individual – no substitutes please.
One Day. Content Rich. Actionable Insights.
The XPX Houston Summit is the premier event for business owners aiming to scale their companies, explore ownership transfers, or create enduring legacies. Walk away with strategies that drive growth, enhance leadership, and maximize company value. Hear from experienced professionals, engage with business owners, and build valuable connections.
Summit Program
Explore our speakers, sponsors, and more!
Program Agenda
Registration & Networking
Keynote: "Phantom Stock... the Ideal Incentive Plan for Private Companies" featuring Tom Jordan, Principal Owner of Exodus Complink
Break
Panel: "ESOPs, How Business Owners Participate and Benefit"
Break
Lunch and Keynote featuring Brent Statzer
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.
Our Sponsors
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