[xpx_Get_Current_ChapterCoverPhotos]
[xpx_Chapter_InnerPage_Breadcrumb]

Members

[xpx_ChapterNavBar_InnerChild]

Members of the Exit Planning Exchange 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. 

    • Profession
    • Functional Expertise
    • Client Industries
    Owner and Managing Partner
    Shann M. Chaudhry ESQ Attorney At Law PLLC

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

    San Antonio
    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)

    San Antonio

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

    San Antonio
    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

    San Antonio
    Managing CFO Advisor
    Vaco LLC
    San Antonio
    Bronze
    President
    Yale Law Firm P.C.

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

    San Antonio

    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.

    San Antonio
    CPA
    Jorge Herrera CPA CIA PC

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

    San Antonio
    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.

    San Antonio
    Senior Associate
    The Rosenblatt Law Firm

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

    San Antonio
    Owner
    Barrett, Cooper & Assoc. PC

    9am - 5pm Monday thru Friday

    San Antonio
    Private Client Advisor
    US Trust Private Wealth Management

    clients are exploring options for the transition of ownership to the next generation, key man/woman or to an external buyer.

    San Antonio
    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.

    San Antonio
    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.

    San Antonio
    Bronze
    Principal
    Astoria Strategic Wealth

    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

    San Antonio
    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

    San Antonio
    Shareholder
    Gardner Law

    Client is ready to document their transaction.

    San Antonio
    Gold
    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

    San Antonio
    President & CEO
    Komet Marketing Communications

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

    San Antonio
    CPA
    The KFORD Group

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

    San Antonio
    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

    San Antonio
    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.

    San Antonio
    Client Strategist - Business Advisory
    BNY Mellon Wealth Management

    anytime

    San Antonio
    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.

    San Antonio
    CPA
    Steve Bankler, CPA

    You need help in planning your exit from your business.

    San Antonio
    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.

    San Antonio
    President
    Ratner Consulting

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

    San Antonio
    Advisor
    Vaco

    You have a Construction company with an XPX need

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

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

    San Antonio
    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)

    San Antonio

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

    San Antonio
    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

    San Antonio
    Managing CFO Advisor
    Vaco LLC
    San Antonio
    Bronze
    President
    Yale Law Firm P.C.

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

    San Antonio

    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.

    San Antonio
    CPA
    Jorge Herrera CPA CIA PC

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

    San Antonio
    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.

    San Antonio
    Senior Associate
    The Rosenblatt Law Firm

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

    San Antonio
    Owner
    Barrett, Cooper & Assoc. PC

    9am - 5pm Monday thru Friday

    San Antonio
    Private Client Advisor
    US Trust Private Wealth Management

    clients are exploring options for the transition of ownership to the next generation, key man/woman or to an external buyer.

    San Antonio
    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.

    San Antonio
    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.

    San Antonio
    Bronze
    Principal
    Astoria Strategic Wealth

    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

    San Antonio
    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

    San Antonio
    Shareholder
    Gardner Law

    Client is ready to document their transaction.

    San Antonio
    Gold
    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

    San Antonio
    President & CEO
    Komet Marketing Communications

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

    San Antonio
    CPA
    The KFORD Group

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

    San Antonio
    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

    San Antonio
    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.

    San Antonio
    Client Strategist - Business Advisory
    BNY Mellon Wealth Management

    anytime

    San Antonio
    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.

    San Antonio
    CPA
    Steve Bankler, CPA

    You need help in planning your exit from your business.

    San Antonio
    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.

    San Antonio
    President
    Ratner Consulting

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

    San Antonio
    Advisor
    Vaco

    You have a Construction company with an XPX need

    San Antonio
    Bronze
    Menu