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

Luncheon and complementary happy hour included.



Agenda: 2018 Owner and Advisor Summit San Antonio

11:30 – Noon  Check-in and Networking

Noon – 12:05  Welcome from Jimmy Holmes, Publisher, San Antonio Business Journal

12:05 – 12:15 Plated lunch served

12:15 – 1:15   Presentation: "Your Exit Map: Beating the Boomer Bust”
Luncheon Speaker: 
   John F. Dini, CMBA, CExP, CEPA
   President, MPN, Incorporated

Award-winning author and consultant John F. Dini will discuss the surprising reasons that combined to
make the Baby Boomers the most financially successful generation in history, and how they will affect
the next ten years. From his latest book and national presentation,
Your Exit Map: Beating the Boomer Bust.

1:15 – 2:15   Panel Discussion: “Valuing the Privately Held Business”
   Hector Frietze, CPA
   Director, Frietze CPA PLLC
   Gerald “Jerry” Brown, SR, CESC, AIBA, CBA, ABCA, MAFF
   President & Senior Appraiser, RSI & Associates, Inc.
   Stephen Oliver, CPA, CFE, CVA
   Manager, RSM US LLP
   Doug Scheiding, BCB, BCA, CMEA, PE
   Partner, Business Brokers and Equipment Appraisers of San Antonio

Value is in the eyes of the buyer. Three appraisal professionals discuss the difference between entrepreneurial individuals, professional buyers such as private equity groups or large corporations, and the legal system when it comes to judging the value of your company.

2:15 – 2:30   Break

2:30 – 3:30   Panel Discussion: “Tax and Legal Issues in Business Sales”
   Jeremy Kell, J.D., MBA
   Attorney, Kreager Mitchell, PLLC
   Steven Bankler, CPA, PFS, Cr.FA, CFF, CGMA
   President, Steven Bankler, CPA, Ltd.
   Jake McCloy, J.D.
   Attorney, Elder Bray & Bankler PC
   James Rosenblatt
   President, The Rosenblatt Law Firm

A national tax expert, a “Main Street” transaction attorney and a mid-market Merger and Acquisition attorney will examine some of the requirements and traps in each type of transaction.

3:30 – 3:45   Break

3:45 – 5:00   Panel Discussion: “Tales from the Trenches:
   Carolyn J. Smith, CPA, AEP
   Chartered Advisor in Philanthropy, Texas Financial Partners


   David McBurnett
   Former CEO, Super S Food Stores.
   Harry Levy, IV
   President, The Levy Company, Inc.
   Randy Smith
   Former President, Forum Systems Group

Three owners share their transition experience. One who sold 100% of his company to employees, one who sold his “Main Street” business to a Fortune 500 corporation, and a third who sold both to private equity and then to a strategic acquirer.

5:00 – 6:30   Networking Reception
(Beer, wine and hors d’oeuvres)

Take this opportunity to talk with some of the top planning experts in San Antonio!












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