Log in


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

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

    This presentation will examine the advantages of utilizing an ESOP to create a glide path exit for business owners with a strong commitment to existing management and employees. The discussion will focus on the tax advantages of selling to an ESOP as well as the financial structuring that allows an owner to stay engaged with the business, remain CEO and Board Chair and sell his interests in an orderly process over a period of years. The presentation will address sales by C corps as well as S corps and the use of post transaction equity grants to allow for equity transfer to management employees beyond the required nondiscriminatory allocation of stock under the ESOP.

    Speaker:

    Jay Friedman, Wilkins Finston Friedman Law Group LLP

    Jay Friedman has over 30 years of experience with the employee benefit aspects of mergers and acquisitions, all aspects of qualified retirement plans with an emphasis on the implementation and operation of private company leveraged employee stock ownership plans (ESOPs). In Jay’s ESOP practice he has implemented multiple private company ESOP’s on an annual basis for over a decade. These ESOP’s have been implemented for businesses ranging from insurance to construction, including both Subchapter S corporations as well Subchapter C corporations.

    Jay also has extensive experience in the area of plan mergers and issues concerning collective bargaining agreements and the impact of multiemployer pension plans and the imposition of withdrawal liability. In the general tax area, he spends considerable time in all areas of deferred compensation taxation. In the tax qualified plan area, Jay's practice focuses on assisting clients in handling correction of plan operational errors and failures to file under ERISA. Jay frequently assists clients under examination by the Internal Revenue Service in the employee plans area, as well as Department of Labor investigations involving clients in their capacity as plan sponsors and fiduciaries of all ERISA regulated plans, including ESOP’s. Jay also spends considerable time providing ERISA litigation support and has argued before the US 5th Circuit Court of Appeals on multiple occasions.

    • May 16, 2019
    • 8:00 AM - 10:00 AM (CDT)
    • 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!


    • September 19, 2019
    • 11:30 AM - 6:30 PM (CDT)
    • TBD

    Save the Date!

    Details and agenda to come!




    • October 17, 2019
    • 8:00 AM - 10:00 AM (CDT)
    • 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!


    • 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

SILVER SPONSORS

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

Copyright XPX Global LLC | Terms-of-Use | Privacy-Policy