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GROWTH. TRANSFER. LEGACY.

EVENTS

The Exit Planning Exchange San Antonio Chapter holds events throughout the Greater San Antonio area. 

Our association events promote peer learning, networking and visibility for our members in the local private company advisor community.  Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy. 


Upcoming events

    • May 20, 2021
    • 7:50 AM - 9:30 AM (CDT)
    • Virtual - Connection details sent upon registration
    Register

    Overcoming Operational Challenges


    This presentation will focus on how businesses overcome common problems that businesses face on their path to a successful exit.

    Our Speakers:


    Kevin Shaughnessy
    President
    Sales Implementation, LLC 

    Kevin Shaughnessy is the President of Sales Implementation a consulting firm based in San Antonio. He works with small and mid-size businesses to improve their sales strategy, process and execution. Previously, Kevin successfully owned and operated a multi-unit franchise business. H also has 25 years of experience leading sales teams in both public and private firms. Kevin is a trained facilitator of the Certified Sales Leader program and Integrity Selling. He holds an MBA in Finance from New York University Stern Business School and a BBA in Economics from Pace University.



    Don Maranca
    President & Certified EOS Implementer
    JDSM Enterprises

    I’m wired for entrepreneurship from my family’s background of entrepreneurs. I started my professional life in the corporate world working for Fortune 100 companies that were market leaders in their industry. I took that experience and found my passion by working for small businesses working hand-in-hand with the owners in growing revenue and profits, eventually owning my own business in 2010 with The Alternative Board and becoming a Certified EOS Implementer in 2015.

    I have a passion for helping business leaders get their ideal life through a healthy business. I am a graduate of The University of Texas earning my BBA and MPA degrees. I also maintain my CPA license.



    Agenda:

    Meeting Time: 8:00 AM to 9:30 AM (CDT)
    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:

    June 17, Member Summer Networking
    July 15, Implementing the Exit Plan

    Click here to view our March Event Video Recording "Common Business Cycle Challenges - Expansion Cycle"


    ====================================


    SUMMIT HOST



    GOLD SPONSOR:


    SILVER SPONORS:


          
          


    BRONZE SPONSORS:

            

          

             





    • May 26, 2021
    • 10:50 AM - 11:30 AM (EDT)
    • Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
    Register

    Virtual meeting at 11 AM ET


    Welcome to XPX!

    Please join us at this quick monthly web meeting with members from across the country and learn how to get the most out of your membership.

    You’ll learn:

    • Where to find the resources and information you need to be the best advisor
    • How to share content to increase your visibility in our community
    • How to maximize the effectiveness and visibility of your profile on our site
    • How to manage your profile, registrations and payments through the website

    Your guides will be Mary Adams, XPX Executive Director, and Angie Ellis, XPX Chapter Administrator.

    (We hold these meetings the fourth Wednesday of every month at 11 AM ET. If you can’t make this meeting, please let us know in the registration form and we’ll add you to next month’s meeting). Non-members welcome to listen in too!


    • June 02, 2021
    • ? - 9:00 AM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time
    Register



    Your Group Leader Will Reach Out to Set a Date / Time

    JUNE POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS JUNE 01, 2021


    XThe Cross-Chapter program is a supplement to local XPX Chapter power networking. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country. You are welcome to participate in both programs if you want. Here's how it works:

    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question please email us

    • June 17, 2021
    • 7:50 AM - 9:30 AM (CDT)
    • Virtual - Connection details sent upon registration

    Program information to come.  Please check back.






    Agenda:

    Meeting Time: 8:00 AM to 9:30 AM (CDT)
    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:

    July 15, Implementing the Exit Plan




    ====================================


    SUMMIT HOST




    GOLD SPONSOR:


    SILVER SPONORS:


          
          


    BRONZE SPONSORS:

            

          

             





    • July 15, 2021
    • 7:50 AM - 9:30 AM (CDT)
    • Virtual - Connection details sent upon registration

    Program information to come.  Please check back.






    Agenda:

    Meeting Time: 8:00 AM to 9:30 AM (CDT)
    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.





    ====================================


    SUMMIT HOST




    GOLD SPONSOR:


    SILVER SPONORS:


          
          


    BRONZE SPONSORS:

            

          

             





Past events

May 01, 2021 XPX Members - Cross-Chapter Signup deadline for member power networking
April 28, 2021 XPX Orientation
April 01, 2021 XPX San Antonio Signup deadline for member power networking
March 25, 2021 XPX San Antonio: Established and Expansion Cycle
March 24, 2021 XPX Emerging Professionals: When Advisors Collide
March 17, 2021 XPX Orientation
February 25, 2021 XPX San Antonio: Start Up and Growth Cycle
February 17, 2021 XPX Orientation
January 21, 2021 XPX San Antonio: Exit Planning Roadmap & Roles of Members of Exit Planning Team
January 20, 2021 XPX Orientation
January 08, 2021 XPX Members - January Cross-Chapter Power Networking Options
December 16, 2020 XPX Orientation
December 09, 2020 XPX San Antonio: Year End Planning from a Financial/Tax and Human Resources perspective
December 01, 2020 XPX San Antonio Members - December Session Power Networking
December 01, 2020 XPX Members - December Cross-Chapter Power Networking
November 18, 2020 XPX Orientation
November 01, 2020 XPX San Antonio Members - November Session Power Networking
October 21, 2020 XPX Orientation
October 05, 2020 XPX San Antonio 2020 Summit
October 01, 2020 XPX San Antonio Members - October Session Power Networking
September 16, 2020 XPX Orientation
September 01, 2020 XPX San Antonio Members - September Session Power Networking
August 20, 2020 XPX San Antonio - August membership meeting and Summit Preview!
August 19, 2020 XPX Orientation
August 01, 2020 XPX San Antonio Members - August Session Power Networking
July 15, 2020 XPX Orientation
July 01, 2020 XPX San Antonio Members - July Session Power Networking
June 17, 2020 XPX Orientation
June 03, 2020 XPX San Antonio - PPP Round Table Continued
May 22, 2020 PPP Roundtable
May 21, 2020 XPX San Antonio - A VIRTUAL EVENT! - Smooth Transitions
May 20, 2020 XPX Orientation
April 29, 2020 XPX Advisor Exchange - EBITDAC, Disruption and Hiring Remotely
April 22, 2020 XPX Advisor Exchange
April 15, 2020 XPX Advisor Exchange - Supply Chains, Presenting Remotely and Business Value
April 15, 2020 XPX New Member Orientation
April 08, 2020 XPX Advisor Exchange - How to have difficult conversations
April 01, 2020 XPX Advisor Exchange - M&A, Employment law, Healthcare, Courage
March 25, 2020 XPX Advisor Forum
March 19, 2020 XPX San Antonio - POSTPONED Smooth Transitions: Building a Communications Plan before Your Merger or Acquisition
March 18, 2020 Virtual Meeting on Virtual Meetings
March 18, 2020 XPX New Member Orientation
February 19, 2020 XPX New Member Orientation
January 16, 2020 XPX San Antonio: Post-closing disputes: Key issues and how to avoid them
January 15, 2020 XPX New Member Orientation
December 18, 2019 XPX New Member Orientation
November 21, 2019 XPX San Antonio: 3 Cybersecurity Do's & Don'ts if you Plan to Sell Your Business
November 13, 2019 XPX New Member Orientation
October 10, 2019 XPX San Antonio: 2nd Annual Summit
September 19, 2019 XPX San Antonio: The Five Ways to Identify and Protect Intellectual Property Assets
July 11, 2019 XPX San Antonio: Summer Program & Networking Event
May 16, 2019 XPX San Antonio: Continuing the Family Legacy with Multigenerational Business Owners
March 21, 2019 XPX San Antonio: ESOP’s Aren’t for Everyone, but They May be Right for You.
January 17, 2019 XPX San Antonio: Family Transition in a Growing Business - Handing Off and Getting Out of the Way
November 15, 2018 XPX San Antonio: Intergenerational Transfer – Both Sides
September 20, 2018 XPX San Antonio: ANNUAL Summit for Business Owners & Advisors
May 17, 2018 XPX San Antonio: Case Study Part 2 – Legal and Tax Issues
March 22, 2018 XPX San Antonio: Case Study Part 1 – Valuation
January 18, 2018 XPX San Antonio: An Insider’s View of NAFTA Negotiations
November 16, 2017 XPX San Antonio Speed Networking
September 28, 2017 XPX San Antonio Launch Event

Chapter Events

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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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