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                GROWTH. TRANSFER. LEGACY.

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EVENT DETAILS


XPX San Antonio: Start Up and Growth Cycle

  • February 25, 2021
  • 8:00 AM - 9:30 AM (CST)
  • Virtual - Connection details sent upon registration

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Top Ten Most Expensive Mistakes in Forming and Operating a Business


Our Speakers:

Steven Bankler, CPA, PFS, Cr.FA, CFF, CGMA - 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.





James D. Rosenblatt
– President - Rosenblatt Law Firm

James Rosenblatt has practiced law for over twenty-six years since obtaining his JD from Emory School of Law. Prior to opening his own firm, James gained valuable experience working at the regional law firm of Davidson & Troilo, the international law firm of Akin Gump and as in-house counsel for an international construction company. Additionally, while working at Akin Gump, James further 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. Beyond sitting on various charitable boards, he is also a founding member of XPX.



Agenda:

8:00 AM – 8:25 AM CDT– Virtual Networking
8:25 AM – 8:30 AM CDT– Welcome/Opening Comments
8:30 AM - 9:20 AM CDT– Panel Discussion Including Q&A
9:20 AM – 9:30 AM CDT– Announcement/Updates


Virtual Event Pricing:
Non-Members: $10.00
Other XPX Chapter Members: $10.00
XPX San Antonio Members in good standing are complimentary, so join Today!

Connection details sent upon registration.


Upcoming Events:

March 25, Established and Expansion Cycle
May 20, Operational Challenges & Signs of Decline Cycle
June 17, Member Summer Networking
July 15, Implementing the Exit Plan





Click here to view our January Event Video Recording "Exit Planning Roadmap & Roles of Exit Planning Team Members"


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