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The Plaza Club

100 West Houston Street, 21st Floor, San Antonio, TX 78205

Click here for directions.

THURSDAY, OCTOBER 10, 2019 11:30- 6:30

Luncheon and complimentary happy hour included.

Summit Highlights

The 2019 Summit was a huge success with sold out attendance, an incredible keynote speaker, Cathy Carroll, PCC, Founder, Legacy Onward, Inc. and three dynamic panels.

Topics throughout the afternoon focused on all aspects of preparing and planning for an eventual exit including:

  • Solving the Unsolvable Challenges Inherent in a Family Business
  • Preparing for Your Liquidity Event
  • Preparing Your Company for Acquisition
  • Tales from the Trenches: Former Owners Describe their Exit Experience


Agenda: 2019 Owner and Advisor Summit San Antonio

11:30 – Noon  Check-in and Networking

Noon – 12:05  Welcome plated lunch served

12:05 – 1:15   Luncheon Presentation: “Solving the Unsolvable Challenges Inherent in a Family                                  Business”

1:15 – 2:15    Panel Discussion: “Preparing for Your Liquidity Event”

2:15 – 2:30    Break

2:30 – 3:30    Panel Discussion: “Preparing Your Company for Acquisition”

3:30 – 3:45   Break

3:45 – 5:00   Business Owner Stories: “Tales from the Trenches:

                   Former Owners Describe their Exit Experience”

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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