Whether your business is law, construction, manufacturing, retail, or government contracting, and you require exit planning, asset protection, or a tax planning solution, our business has been "solving clients' problems" since 1977.

Event date: Oct 5-7, 2020

Our 3rd Annual Exit Planning Exchange seminar was a huge success. This 3-day, all-virtual event engaged more than 100 attendees from cities around the U.S. and featured expert speakers and panelists who shared essential tips including:

  • Valuations and Financing Problems During The Pandemic
  • Exit Planning and Implementation to Third Parties
  • Exit Planning and Implementation to Inside Parties

Steven Bankler is President and Chair of XPX San Antonio, and a sponsor of this event. If you missed it, check out these event videos https://exitplanningexchange.com/san-antonio/summit/schedule.

Click here for Steve’s featured article “2020 Lessons on SUCCESSion Planning”

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