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EVENTS

Upcoming events

    • 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 for 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.

    Click here to review the agenda.

    • 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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