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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

    • December 09, 2020
    • 8:00 AM - 9:30 AM (CST)
    • Virtual - connection details sent upon registration
    Register

    Please join us four Member Program Planning Meeting!


    Agenda:

    Meeting Time: 8:00 AM to 9:30 AM (CDT)

    8:00 – 8:30 AM (CTD) – Virtual Networking

    8:30 to 8:40 AM (CTD) – XPX Update

    8:40 – 9:30 AM (CTD) Two presentations outlined below with Q&A


    Our Speakers:

    Kimberly C. Ford - President, theKFORDgroup

    Kimberly C. Ford is president of theKFORDgroup, a leading CPA firm. She has served as a leading tax expert for more than 30 years. Her areas of specialty include tax, accounting, financial and estate planning. She provides direct financial counsel to business owners across South Texas, assisting them in making crucial decisions for success.

    In addition to her designation as a Certified Public Accountant (CPA), Kim is also a Certified Valuation Analyst (CVA) and a Master Analyst in Financial Forensics (MAFF), both of which are awarded by the National Association of Certified Valuators and Analysts. She performs business valuations and forensic investigations while working closely with attorneys to analyze complex financial situations and provide expert testimony in the courtroom.

    John Seybold – SPHR, SHRM-SCP, CCP – Market Manager, San Antonio, Employer Flexible

    My team and I help executives solve employee related problems. With almost 30 years of HR leadership, I help my clients efficiently manage employee issues, Department of Labor compliance, and engagement programs. We work with our clients to understand their HR challenges and find solutions to meet their goals. Our company's primary offerings are Outsourced HR Administration on a Professional Employer Organization (PEO) platform. Our services help business owner’s lower costs, raise employee engagement and lets owners sleep better at night.



    GOLD SPONSOR:


    SILVER SPONORS:


          
          


    BRONZE SPONSORS:

            

          

             





    • December 16, 2020
    • 10:50 AM - 11:30 AM (EST)
    • 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 content to increase your visibility in our community
    • 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

December 01, 2020 XPX San Antonio Members - December Session Power Networking
December 01, 2020 XPX Members - December Cross-Chapter Power Networking
November 18, 2020 XPX Orientation
November 01, 2020 XPX San Antonio Members - November Session Power Networking
October 21, 2020 XPX Orientation
October 05, 2020 XPX San Antonio 2020 Summit
October 01, 2020 XPX San Antonio Members - October Session Power Networking
September 16, 2020 XPX Orientation
September 01, 2020 XPX San Antonio Members - September Session Power Networking
August 20, 2020 XPX San Antonio - August membership meeting and Summit Preview!
August 19, 2020 XPX Orientation
August 01, 2020 XPX San Antonio Members - August Session Power Networking
July 15, 2020 XPX Orientation
July 01, 2020 XPX San Antonio Members - July Session Power Networking
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

GOLD SPONSOR

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

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