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EVENTS

Upcoming events

    • May 17, 2018
    • 8:00 AM - 10:00 AM (CDT)
    • The Petroleum Club, 8620 N. New Braunfels Ave #700, San Antonio, TX
    Register
    The new laws have many owners questioning the tax-efficiency of their current business model in a transfer. Join us for a discussion by three tax experts about the benefits and pitfalls of corporations and pass-through entities when planning a sale to third parties or succession by family or employees.

    Moderator:
    Jeremy Kell – KreagerMitchell, PLLC

    Panelists:
    Steven Bankler – Steven Bankler, CPA, Ltd.
    Trey Gerhardt – RSM US LLP
    James Rosenblatt – The Rosenblatt Law Firm

    Click here for the Case Study.

    • September 20, 2018
    • 11:30 AM - 6:30 PM (CDT)
    • Plaza Club: 100 W. Houston, Frost Bank Tower, 21st Floor, San Antonio, TX 78205
    Register

    Top professionals in Estate, Tax, Financial and Strategic planning are joining f or one afternoon to share their expertise with business owners. Starting with a high-level look at the multiple issues of transferring a business in the next ten years, the XPX Summit will include discussions about how to properly value a business, and the impact of changing tax law on both pre-sale preparation and post-sale proceeds.

    A panel of owners who successfully sold their businesses will share the good, the bad and the ugly of the process and the aftermath, followed by a cocktail reception for all attendees.

    Who should attend: Business owners over 50 years old, or who plan to sell in the next decade, and their advisors.

    • November 15, 2018
    • 8:00 AM - 10:00 AM (CST)
    • The Petroleum Club, 8620 N. New Braunfels Ave #700, San Antonio, TX

    Stay Tuned!

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TESTIMONIALS

The most valuable part of my participation with XPX is the education about exit planning that I have received from attending meetings and from all the members. XPX is a very approachable group. Everyone is willing and interested in an exchange of ideas. I especially like the Power of Three which enables you to get to know other members better.

Dick Albu, Albu Consulting LLC

I really enjoy the small group interactions at XPX which is different from other organizations. I have also received an engagement from a XPX member.

Alan Booth, Executive Leadership Advisor

XPX offers excellent content based seminars specifically geared towards professionals focusing on the sale or transition of a business. The diverse topics and membership provide strong networking opportunities. Both the targeted content and diverse membership, focusing on bringing advisors together as a team to help the client, help XPX stand out from other organizations.

Michael Clear, Wiggin and Dana

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