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THURSDAY, SEPTEMBER 20, 2018 11:30- 6:30


Plaza Club
100 W. Houston, Frost Bank Tower, 21st Floor|San Antonio, TX 78205

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.

XPX Members: $100
Non-members: $125



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