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.
Member Directory
You are in need of a financial plan, a second opinion on your current investments and/or investment advice.
We help owners and leadership teams get more from their business through a simple business management system called the Entrepreneurial Operating System
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
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.
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 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.
Individuals, Businesses, and even non profits,engage us to help identify and manage risks- especially those risks that are unnecessary.
You have any question regarding buy-sell agreements, family estate planning, or nonprofit organization issues.
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.
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!
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.
You need legal advice on business transitions from expanding, selling or merging.
Individuals, businesses, and even nonprofits, engage us to help identify and manage their known and unknown risks regarding life insurance.
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 "one-stop" debt and equity (minority or majority) solutions to lower middle market companies (generally companies with EBITDA between $3 and $20 million)
You need a business valuation or forensic accounting to assist you in making critical financial decisions.
You want to increase your profits and manage your business stress!
I help owners and leadership teams get more from their business through a simple business management system called the Entrepreneurial Operating System
Call me if you're in need of a business valuation, feasibility study, exit planning, optimization consulting, and/or litigation support.
You see a situation requiring accounting, bookkeeping, somebody to do pro-formas, uncertainty in the accounting records, etc or help analyze a potential acquisition.
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
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.
You have a business to sell and want the new owners to preserve the business name and treat the employees well.
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
Operating your organization is no longer fun and you are plagued by low morale, flattened bottom line, and incresing stress.
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.
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 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.
You are looking to plan for the future and protect your assets.
You need a business valuation or forensic accounting to assist you in making critical financial decisions
Please call me before your exit is forced upon you without a plan, by circumstances out of your control.
Chapter Events
Summit Host Sponsors
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.
Gold Sponsors
A family, client,or contact is looking to sell a business and needs the expertise of tax minimization, planning, escrow, or investment wealth strategies.
Silver Sponsors
Individuals, Businesses, and even non profits,engage us to help identify and manage risks- especially those risks that are unnecessary.
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 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.
Bronze Sponsors
Call me if you're in need of a business valuation, feasibility study, exit planning, optimization consulting, and/or litigation support.
I help owners and leadership teams get more from their business through a simple business management system called the Entrepreneurial Operating System
You need a business valuation or forensic accounting to assist you in making critical financial decisions
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
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 are worried that you might outlive your income
You see a situation requiring accounting, bookkeeping, somebody to do pro-formas, uncertainty in the accounting records, etc or help analyze a potential acquisition.