Log in


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


REGISTER NOW

Schedule:

Agenda: 2018 Owner and Advisor Summit San Antonio

11:30 – Noon Check-in and Networking

Noon – 12:05 Welcome and Plated Lunch Served

12:05 – 1:15 Presentation: “Your Exit Map: Beating the Boomer Bust”
Speaker: 
   John F. Dini, CMBA, CExP, CEPA
   President, MPN, Incorporated

1:15 – 2:15 Panel Discussion: “Valuing the Privately Held Business”
Moderator:
   Hector Frietze, CPA
   Director, Frietze CPA PLLC
Panelists:
   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

2:15 – 2:30 Break

2:30 – 3:30 Panel Discussion: “Tax and Legal Issues in Business Sales”
Moderator:
   Jeremy Kell, J.D., MBA
   Attorney, Kreager Mitchell, PLLC
Panelists:
   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

3:30 – 3:45 Break

3:45 – 5:00 Panel Discussion: “Tales from the Trenches:
Former Owners Describe their Exit Experience”
Moderator and Panelists to be announced

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


OUR SUMMIT SPONSORS

We could not have quality programming without our sponsors! 

SILVER SPONSORS

bronze sponsors

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