XPX Austin
Leaders

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 16 members
David Winston of Texas Next Capital is a member of XPX Austin
David Winston
Principal
Texas Next Capital
A business owner is evaluating selling his or her business.
Scott Bryan
Managing Director
Live Oak Valuation
You need a business or equity valuation for corporate planning (409a/PPA/etc.), estate planning, or other purposes
Christopher Bauer
Managing Partner
Bauer & Company
A company is considering an sale and needs to verify their accounting is accurate and reflects the reality of their business
Allen Bertin of Branscomb Law is a member of XPX Austin
Allen P. Bertin
Principal
Branscomb Law
You know an owner or executive of a privately held company in need of legal assistance in forming, growing or selling his or her business.
Mark Austin of Westlake Securities is a member of XPX Austin
Mark F Austin
Managing Director
Westlake Securities
Working with a business owner who is considering selling their lower middle market company or is interested in growing inorganically through an acquisition.
Mark Frazier of CIBC Private Wealth Management is a member of XPX Austin
Mark Frazier
Managing Director
CIBC Private Wealth Management
You have a need for holistic wealth planning and investment management before and after an exit.
Elizabeth Davis
CEO
www.authimpact.com
As a Certified EOS Implementer™, I help leadership teams of growth-oriented companies gain traction so that they systematically and permanently improve.
Dan Leonard of Sunflower Bank is a member of XPX Austin
Dan Leonard
SVP
Sunflower Bank
Classically-trained commercial banker who will serve your clients the way you do - with purpose and passion
Billy J. Murphy
Partner
Dwyer Murphy Calvert LLP
You need corporate legal assistance and are contemplating raising capital for an operating company, investing in an operating company (private equity or venture capital) or selling or buying a business.
Blair Morrison of AutoCFO is a member of XPX Austin
Blair Morrison
CEO, Fractional CFO
AutoCFO
You have a client whose company is institutionally backed and needs help communicating with their board, preparing to sell their business or preparing internal processes for rapid growth and scaling.
Vanessa McElwrath of ML&R Wealth Management is a member of XPX Austin
Vanessa McElwrath
Wealth Management Partner
ML&R Wealth Management
You need guidance on how to plan for your financial future as a result of a potential liquidity event.
Jay Mezera of Atchley & Associates, LLP is a member of XPX Austin
Jay Mezera
Partner
Atchley & Associates, LLP
You have questions about Federal or state tax planning or compliance, business valuations, entity structuring or mergers and acquisitions.
Philip Seibel of Advanced Benefit Solutions is a member of XPX Austin
Philip Seibel
Principal
Advanced Benefit Solutions
Clients have needs to be addressed in an exit plan that involve life insurance.
Kellie Weir of Brown Advisory is a member of XPX Austin
Kellie Zesch Weir
Portfolio Manager
Brown Advisory
Please call me when you need investment management or wealth planning advice, including portfolio structure, asset allocation, manager selection, tax planning for selling a business.
Jordan Ware of Winstead PC is a member of XPX Austin
Jordan Ware
Attorney
Winstead PC
Estate and business planning, taxation and estate and trust administration for high net worth individuals, executives and business owners.
Thomas Wagner
CEO
Echelon Advisors
Anytime

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