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If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options.

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New Association Launch is a Major Success

A new professional organization, the Exit Planning Exchange, had the official launch of its new SanAntonio chapter this morning. Over 70 advisors from the financial, legal and transaction communities were in attendance at the Petroleum Club.

The Exit Planning Exchange, or XPX, is a multispecialty organization for professionals who work with business owners. Unlike most such organizations, it is organized around the clients and the concept of cooperative working groups. Successfully exiting a company is complex, and requires coordination between multiple disciplines.

XPX fills a need by giving advisors an opportunity to better understand the skills of their colleagues, and how each team member’s work impacts the others.

The speaker for the meeting was Michael Girdley, Co-Chair of the Geekdom Fund. Everyone was very excited to learn more about how the infrastructure to support tech start-ups is positively impacting all of San Antonio.

Atlanta

San Antonio Launch Event

XPX San Antonio launched their first event on September 28, 2017 at The Petroleum Club, in San Antonio, Texas. This event was attended by professionals in the San Antonio area who serve the business owner community. The program included speaker Michael Girdley, of the Geekdom Fund. 

XPX San Antonio Board Members
Hector Frietze, Daniel Kearns, Jake McCloy, Jill Dietz and John Dini 
John Dini, XPX San Antonio President
Summer Program & Networking Event – July 11, 2019
XPX Colleagues and guests enjoy a relax summer networking. 
Guest speaker, Michael Espinoza, Founder of SA Business Calendar shared networking techniques and tips.

 

Power of Five

One of our Chapter’s most popular offerings is our Power of 5 Networking Program. This members-only benefit brings together small groups of advisors from different disciplines and provides a series of structured meetings so you can get to know each other on a much deeper level than you can at your average networking meeting.

Interested in learning more? Contact us!

Interested in Joining XPX [chapter_name]?

If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options 

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