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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

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

    Transferring ownership from one generation to another involves more than just a transaction. Two owners, one a retiring Baby Boomer and the other Generation X, will discuss how they successfully structured their transition, and greatly increased their business along the way.

    Get the details of an exit plan with merger complexities of two simultaneous transactions and regulatory requirements from the buyer, Millennial(Xer) and the seller Baby Boomer, who is an Exit Planner.

    Click here for the Case Study.


    Our Speakers
    :

    Ben Gurwitz, CFP - Senior Wealth Manager, COO & Partner, Financial Wealth Advisors

    Ben Gurwitz is a 2002 Graduate of Trinity University. He majored in Business with a minor in Economics. Immediately after graduation Ben started in financial services and achieved the CERTIFIED FINANCIAL PLANNER credential in 2008. In the same year, he went to work at Financial Life Advisors where he is now a firm principal and in charge of all personal financial planning. Ben has been an active member in the Financial Planning Association of San Antonio & South Texas serving as President in 2014. He has also served on the Board of the San Antonio Estate Planner’s Council twice and is scheduled to be President in 2022.


    Kirk Francis, CFP, AIF - CEO, CCO & Partner, Financial Life Advisors

    Kirk Francis is a Texas Aggie, a Certified Financial Planner and a 44 year veteran of the financial services business. He was one of the youngest branch managers for Dean Witter (now under the Moran Stanley brand) at the age of 27. After spending another 13 years working in management for Wall Street firms he decided that there had to be a more objective and less conflicted way to serve clients. He founded Cross Financial Services, A Registered Investment Advisory firm that focused on Financial Planning. Over the next 23 years the firm grew and added 401(k) fiduciary consulting and Exit planning to its services. In January 2017 Kirk, concluded an exit plan on himself and merged his company into Financial Life Advisors where is a principal and the CEO. Kirk has been active in community and industry service throughout his career. He has previously served as Councilman and then Mayor of Hill Country Village, as a Commissioner on The Bexar County Sheriff’s Civil Service Commission, Chair of the National Committee on Tax and Retirement of the Financial Planning Association, and others. He currently serves as the Chairman of Zoning Commission for Hill Country Village and the Chairman of the Bexar County Housing Authority.

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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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