Connect with the Industry’s Most Powerful Group of Professional Advisors

Private company clients need access to a trusted team of advisors to marshal them to through the various stages of the business lifecycle. The XPX member directory is where you can find a diverse group of experts – and they can find you. 

It’s easy to find an expert by using the search box or these handy directories to choose from 12 professions, 75+ areas of functional expertise and 20 client industry categories. Feel free to reach out to the advisors with the expertise you seek. Contact us for further assistance.

About Our Members

Members of the Exit Planning Exchange – XPX San Antonio Chapter are a select group of expert advisors to privately-held businesses. These diverse experts are chosen by their peers for their expertise and shared values that include: Work collaboratively, Put the client first, Think long term, Consider the human angle and Always be learning. It’s easy to find an expert by using the search box or these handy directories to choose from 12 professions, 75+ areas of functional expertise and 20 client industry categories. Feel free to reach out to the advisors with the expertise you seek. Contact us for further assistance.

Members of the Exit Planning Exchange – XPX San Antonio Chapter are a select group of expert advisors to privately-held businesses. These diverse experts are chosen by their peers for their expertise and shared values that include: Work collaboratively, Put the client first, Think long term, Consider the human angle and Always be learning.

It’s easy to find an expert by using the search box or these handy directories to choose from 12 professions, 75+ areas of functional expertise and 20 client industry categories. Feel free to reach out to the advisors with the expertise you seek. Contact us for further assistance.

Member Directory

    • Profession
    • Functional Expertise
    • Client Industries
    Mr.
    Rosenblatt Law Firm

    Your business needs legal help.

    Partner, Communications Director
    Martin Capital Advisors, LLP

    You are in need of a financial plan, a second opinion on your current investments and/or investment advice.

    Vice President of Business Development
    JDSM Enterprises, Inc.

    We help owners and leadership teams get more from their business through a simple business management system called the Entrepreneurial Operating System

    Investment Adviser Representative
    Principal Financial Group

    Companies need any of the services listed below in

    What do you hope to receive from and contribute to the XPX membership?

    As well as those listed in Committee Opportunities

    President
    Sales Implementation LLC DBA Sales Xceleration

    Your business is not achieving its revenue goals, has high sales turnover, or lacks sales systems and processes. I use the Sales Xceleration platform which facilitates sales and profitability growth.

    President
    MPN incorporated

    I have owned companies in manufacturing, distribution and services, along with well over 10,000 hours of coaching business owners. I will understand your business and your objectives.

    Vice President
    Lone Star Capital Bank

    8:00 a.m. - 5:00 p.m. Monday-Friday

    Market Manager
    Employer Flexible

    You have HR, Employee Benefit, Payroll, Risk Management needs. We have decrease the amount of time it takes to close a sale of a small business by up to 45 days.

    Ms.
    C3FP

    Individuals, Businesses, and even non profits,engage us to help identify and manage risks- especially those risks that are unnecessary.

    President
    Yale Law Firm P.C.

    You have any question regarding buy-sell agreements, family estate planning, or nonprofit organization issues.

    Partner
    MPJ Business Valuations

    You need to know the value of your business for gift or estate tax purposes, a buy/sell agreement, a merger or acquisition, a sale of stock or for litigation purposes.

    VP
    Live Oak Bank

    You are seeking financing to buy our sell a business.

    Owner
    Barrett, Cooper & Assoc. PC

    9am - 5pm Monday thru Friday

    Steven Bankler, CPA, Ltd.

    We use creative, out of the box thinking to assist clients - We Solve Problems! In addition, Our Job is to put money in your pocket!

    VISIONARY
    M A R INSURANCE GROUP

    You need help with your employee benefits programs, or when you are nearing Medicare eligibility and are looking to co-ordinate your group plan with social programs.

    Senior Associate
    The Rosenblatt Law Firm

    You need legal advice on business transitions from expanding, selling or merging.

    Principal
    C3 Financial Partners

    Individuals, businesses, and even nonprofits, engage us to help identify and manage their known and unknown risks regarding life insurance.

    Business Value Advisor
    Financial Life Advisors

    1) The business owner recognizes his/her need for guidance to build transferable business value, or
    2) is interested in exit planning assistance to build a plan around the owner's objectives

    Executive in Residence
    Main Street Capital Corporation

    You need "one-stop" debt and equity (minority or majority) solutions to lower middle market companies (generally companies with EBITDA between $3 and $20 million)

    CPA
    The KFORD Group

    You need a business valuation or forensic accounting to assist you in making critical financial decisions.

    CPA
    Jorge Herrera CPA CIA PC

    You want to increase your profits and manage your business stress!

    President
    JDSM Enterprises, Inc.

    I help owners and leadership teams get more from their business through a simple business management system called the Entrepreneurial Operating System

    President, Senior Appraiser
    RSI & Associates, Inc.

    Call me if you're in need of a business valuation, feasibility study, exit planning, optimization consulting, and/or litigation support.

    Director of Consulting Services
    MGR Accounting Recruiters

    You see a situation requiring accounting, bookkeeping, somebody to do pro-formas, uncertainty in the accounting records, etc or help analyze a potential acquisition.

    Advisor
    Vaco

    You have a Construction company with an XPX need

    Principal/Member
    Brodkey Executive Management Consulting LLC

    You need an expert to evaluate or value a business, require expert help in packaging and marketing your business, or are in a business dispute and need an expert valuation report or expert testimony

    CEO & Principal
    Financial Life Advisors

    You want to know the how your business fits into an overall financial plan: Transferable asset; Lifestyle Asset; or Investment Asset.

    A member needs professional management assistance preparing to exit their business or a buyer needs assistance in preparing to purchase a business.

    Managing Director - Community House
    Texas Research & Technology Foundation

    You have a business to sell and want the new owners to preserve the business name and treat the employees well.

    Director of Business Development
    Greiner & Attorneys PLLC

    You have a project or client requiring business legal services such as: Documents or Operating Agreements, Business Contracts, Business Litigation, Mergers & Acquisitions or Real Estate Transactions

    President
    Ratner Consulting

    Operating your organization is no longer fun and you are plagued by low morale, flattened bottom line, and incresing stress.

    President & CEO
    Komet Marketing Communications

    For Strategic Communication Planning, Reputation Management and Crisis Communications Planning & Execution.

    A business owner or executive is in need of a strategic partner who can assist in the need for financing, deposit services or planning for themselves or for their company.

    Managing CFO Advisor
    Vaco LLC
    Managing Director
    Corporate Investment

    The owner of a privately held business begins the process of planning and preparing for their eventual exit from their business, whether it be an inside sale or a sale to a third party.

    CFP
    S. Harris Financial Group, LLC.

    You have a questions about anything that you think I may be able to help with. Also, if you are seeking comprehensive financial planning and want to hear about how our team delivers that.

    Owner and Managing Partner
    Shann M. Chaudhry ESQ Attorney At Law PLLC

    You are looking to plan for the future and protect your assets.

    Shareholder
    Gardner Law

    Client is ready to document their transaction.

    CPA
    Steve Bankler, CPA

    You need help in planning your exit from your business.

    President
    theKFORDgroup

    You need a business valuation or forensic accounting to assist you in making critical financial decisions

    San Antonio Business Journal
    SVP
    Broadway Bank

    Please call me before your exit is forced upon you without a plan, by circumstances out of your control.

    CEO
    PAX Financial Group, LLC

    You are worried that you might outlive your income

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