Giving Back To Our Community
Our leaders demonstrate their dedication to the XPX mission and our local community by pitching in to ensure we have the best people in the room sharing the best content. They are role models for the kind of collaboration and long-term thinking that our members value. Please reach out to any of our leaders to learn how you too can gain visibility and influence as a volunteer for our chapter.
Leader Directory
Showing 15 Members
Launch Committee
Nate Thompson
Founder/CEO
Triumphant Transition Partners
Call me when... I lead a team of brokers in healthcare sell-side advisory with a focus on dental, medical and MedSpas. We handle the valuation, marketing , procuring of qualified buyers, negotiation of terms and closing for our clients.
Launch Committee
Robert Jablonski
President
Recharge Consulting
Call me when... The business needs to accelerate their revenue growth, present documented processes and gain new profitable clients.
Launch Committee
Trey McWhorter
Managing Director
Rockport Investment Partners
Call me when... Advising business owners on deal/buyout/liquidity event, transfer of shares to family member, and/or issuance of share-based comp to employees
Launch Committee
James Murphy
Corporate Attorney
Egan Nelson LLP
Call me when... you're structuring, negotiating, or closing a deal that really matters.
Launch Committee
Timothy Klatt
Managing Director
Rockport Investment Partners
Call me when... merger/acquisition, valuation, operations support
Launch Committee
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Marilyn Pillow
Associate
Rockport Investment Partners
Call me when... you need valuation or M&A support.
Launch Committee
John Burkhalter
Vice President - Private Equity & Real Estate
Higginbotham
Call me when... Risk Management focused on Capital Stewardship, and Reputation Protection
Launch Committee
Karren "Danielle" Taylor
Partner/Attorney
Taylor Bosworth & Bullard, PLLC
Call me when... appropriate
Launch Committee
Laurie Howell
Co-Founder
PeopleShowcase
Call me when... needing help with the People Side of an owner's exit - mgmt team, succession planning, processes
Launch Committee
Jim Gerberman
Managing Director
Corporate Finance Associates
Call me when... you are or have a business owner client who is talking about their exit; I can help with preparation (Readiness Coaching) or with implementing the process of selling of their business (Investment Banking)
Launch Committee
Ellen Dickerson
Attorney
Hardie Alcozer
Call me when... you need a board-certified Texas estate planning attorney with estate and gift tax expertise. I work with clients at all wealth levels, focusing on high-net-worth planning and complex tax strategies.
Launch Committee
Scott Grubb
Founder / Principal Owner
Vision to Life
Call me when... Someone has fewer than 50 employees and is preparing to sell in the next 2 years. We assist in team alignment, reducing execution risk, & systemetizing the business so it can operate post-acquisition
Launch Committee
President
Launch Committee
Nathan Klatt
Managing Director
Rockport Investment Partners
Call me when... Advising business owners on deal/buyout/liquidity event, transfer of shares to family member, and/or issuance of share-based comp to employees