C3 Financial Partners

Carolyn Smith Moderates at the Fall 2021 XPX Summit

“Finding Your Path” was the theme of San Antonio’s recent 4th Annual XPX (Exit Planning Exchange) Summit.  Six panels of business owners shared the highs and lows of finding their exit planning paths.

C3 Senior Partner, Carolyn Smith, said, “It was insightful to hear their personal thoughts and experiences of exiting their business.  And it was great to work alongside XPX local team members Steven Bankler, Lisa Mochel, Kevin Shaughnessy, and John Dini to organize the 4th Annual XPX Summit!  We are proud sponsors and look forward to next year.”

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