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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 01, 2020
    • 4:00 PM (EDT)
    • July 31, 2020
    • 9:00 PM (EDT)
    • Virtual - coordinate details with your assigned group



    July Power Networking
    The program runs all month
    Deadline to sign up is July 01, 2020 at 4:00 PM EDT


    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 your XPX Chapter
    • 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
    These groups will help us all to get to know one another, discuss the client issues we are encountering, and collectively, perhaps, come to some solutions for a client.

    Suggested discussion topics this month include: 

    • How you are adapting your work processes to current conditions
    • Trends you are seeing as your clients and the economy open up
    • Stories about the best/worst/most inspiring situations you've experienced this month

    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 me,

    Steven Bankler, President


    Cross-Chapter Program also available for those who are interested
    • July 15, 2020
    • 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 resources (especially our private video library) with your clients
    • 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 third 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!


Past events

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

Summit Host Sponsor

SILVER SPONSORS

BRONZE SPONSORS

Cooperative Sponsor

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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