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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

    • July 11, 2019
    • 2:30 PM - 6:15 PM (CDT)
    • The Petroleum Club, 8620 N. New Braunfels Ave #700, San Antonio, TX
    Register

    Join your XPX Colleagues for a summer networking that includes a presentation from our featured speaker, Michael Espinoza, Founder of SA Business Calendar who will share networking techniques and tips.

    This will be a repeat of last year’s highly successful “Speed Networking” event. After Michael’s tips on networking techniques, you will meet over 20 other professionals in 90 minutes. We finish with a cocktail hour, to allow extra time for following up with your new colleagues!

    Agenda:

    Welcome/Check In:  2:30 - 3:00 p.m.
    Presentation: 3:00 – 3:30 p.m.
    Networking:  3:30 p.m. – 5:15 p.m.
    Cocktail Reception - 5:15 – 6:15 p.m.

    We will have light appetizers and bar service.  Each attendee will be provided with two drink tickets that can be redeemed at the bar (beer, wine and sodas only).  Cash bar will be available for other cocktails or drinks purchases. 

    Thank you to our Event Sponsor:

    • September 19, 2019
    • 8:00 AM - 10:00 AM (CDT)
    • The Petroleum Club, 8620 N. New Braunfels Ave #700, San Antonio, TX
    Register

    XPX San Antonio Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    • Learn how to better serve your clients
    • Meet new contacts in the private company market
    • Get visibility with your existing network of contacts
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    • October 10, 2019
    • 11:30 AM - 6:30 PM (CDT)
    • The Plaza Club - 100 West Houston Street, 21st Floor, San Antonio, TX 78205

    Details to come- stay tuned!

    • November 21, 2019
    • 8:00 AM - 10:00 AM (CST)
    • The Petroleum Club, 8620 N. New Braunfels Ave #700, San Antonio, TX
    Register

    XPX San Antonio hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    • Learn how to better serve your clients
    • Meet new contacts in the private company market
    • Get visibility with your existing network of contacts
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


Chapter Events

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BRONZE SPONSORS

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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