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.
Member Directory
Individuals, Businesses, and even non profits,engage us to help identify and manage risks- especially those risks that are unnecessary.
you are in need of a financial plan, a second opinion on your current investments and/or investment advice.
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.
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
You are looking to plan for the future and protect your assets.
you need legal advice on business transitions from expanding, selling or merging.
operating your organization is no longer fun and you are plagued by low morale, flattened bottom line, and incresing stress.
You are working with business owners as they begin to think about how the growth of their business will impact their family's financial plan
For Strategic Communication Planning, Reputation Management and Crisis Communications Planning & Execution.
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.
you see a situation requiring accounting, bookkeeping, somebody to do pro-formas, uncertainty in the accounting records, etc or help analyze a potential acquisition.
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.
You need a business valuation or forensic accounting to assist you in making critical financial decisions
you have any question regarding buy-sell agreements, family estate planning, or nonprofit organization issues.
you want to know the how your business fits into an overall financial plan: Transferable asset; Lifestyle Asset; or Investment Asset.
Call me if you're in need of a business valuation, exit planning, economic analysis, business consulting, and/or litigation support. RSI provides top-notch consulting and support.
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
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
We help owners and leadership teams get more from their business through a simple business management system called the Entrepreneurial Operating System
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.
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!
I help owners and leadership teams get more from their business through a simple business management system called the Entrepreneurial Operating System
a member needs professional management assistance preparing to exit their business or a buyer needs assistance in preparing to purchase a business.
You want to increase your profits and manage your business stress!
clients are exploring options for the transition of ownership to the next generation, key man/woman or to an external buyer.
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)
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.
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.
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.
You need a business valuation or forensic accounting to assist you in making critical financial decisions.
Individuals, Businesses, and even non profits,engage us to help identify and manage risks- especially those risks that are unnecessary.
you are in need of a financial plan, a second opinion on your current investments and/or investment advice.
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.
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
You are looking to plan for the future and protect your assets.
you need legal advice on business transitions from expanding, selling or merging.
operating your organization is no longer fun and you are plagued by low morale, flattened bottom line, and incresing stress.
You are working with business owners as they begin to think about how the growth of their business will impact their family's financial plan
For Strategic Communication Planning, Reputation Management and Crisis Communications Planning & Execution.
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.
you see a situation requiring accounting, bookkeeping, somebody to do pro-formas, uncertainty in the accounting records, etc or help analyze a potential acquisition.
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.
You need a business valuation or forensic accounting to assist you in making critical financial decisions
you have any question regarding buy-sell agreements, family estate planning, or nonprofit organization issues.
you want to know the how your business fits into an overall financial plan: Transferable asset; Lifestyle Asset; or Investment Asset.
Call me if you're in need of a business valuation, exit planning, economic analysis, business consulting, and/or litigation support. RSI provides top-notch consulting and support.
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
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
We help owners and leadership teams get more from their business through a simple business management system called the Entrepreneurial Operating System
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.
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!
I help owners and leadership teams get more from their business through a simple business management system called the Entrepreneurial Operating System
a member needs professional management assistance preparing to exit their business or a buyer needs assistance in preparing to purchase a business.
You want to increase your profits and manage your business stress!
clients are exploring options for the transition of ownership to the next generation, key man/woman or to an external buyer.
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)
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.
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.
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.
You need a business valuation or forensic accounting to assist you in making critical financial decisions.