Members

Members

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.

Showing 33 Members
Sort by:
Anna Talarico of Young America Capital is a member of XPX Austin
Anna Talarico
Investment Banker
Young America Capital

Call Me When... you are looking to raise capital, sell your company/buy a company

Member for 1 Year
JC Duque of Broadway Bank is a member of XPX Austin
JC Duque
SVP, Wealth Advisor & Trust Officer
Broadway Bank

Call Me When... You require all-inclusive wealth planning and investment management before and after an exit. My goal is to simplify my clients’ wealth planning, and investments complexity by providing organization, objectivity, education, and partnership.

Member for 2 Years
Corwin E Davidson
Certified Exit Planner
Hill Country Wealth Strategies

Call Me When... You Need To

New Member
Robert Jablonski of Recharge Consulting is a member of XPX Austin
Robert Jablonski
President
Recharge Consulting

Call Me When... The business needs to deliver an immediate top line growth, present documented processes and gain new profitable clients.

Member for 1 Year
Michael Edwards of Precision Financial Insights is a member of XPX Austin
Michael Edwards
President
Precision Financial Insights

Call Me When... businesses require customized financial record keeping and controller services. We spend time upfront to understand our clients requirements and customize a plan to meet their business goals.

Member for 2 Years
Mark Frazier of CIBC Private Wealth Management is a member of XPX Austin
Mark Frazier
Managing Director
CIBC Private Wealth Management

Call Me When... you have a need for holistic wealth planning and investment management before and after an exit.

Member for 3 Years
KRISTIN E ROBERTSON
President
Brio Leadership, an EOS Implementer Company

Call Me When... Business owners are frustrated with their people, profits, growth or control

Member for 1 Year
Debbie Chilton
Business Performance Advisor
Insperity

Call Me When... 512-426-9780

Member for 2 Years
Jana Minifie
Partner
Texas State

Call Me When... I provide certified business valuations/consulting for private companies with founders exiting (divorce, death, buyout, or sale). Expert in IP startups. 100+ cases assure accurate valuations. Let me help.

New Member
Gregory Kostiuk of StratEX Sales LLC is a member of XPX Austin
Gregory J Kostiuk
Founder / President
StratEX Sales LLC

Call Me When... You want to increase the value of your company by growing revenue in an efficient and scalable way.

Member for 1 Year
Todd Burns
Director of Business Development
BKCW

Call Me When... You are seeking Property and Casualty Insurance for High Net Worth individuals and businesses

Member for 2 Years
Philip Seibel of Advanced Benefit Solutions is a member of XPX Austin
Philip Seibel
Principal
Advanced Benefit Solutions

Call Me When... Clients have needs to be addressed in an exit plan that involve life insurance.

Member for 4 Years
Alejandro Navarro
CEO
The Ronin Society

Call Me When... Ronin helps business owners go from the small to the middle market. Invest in / put money to work in small market businesses. Professionalize management teams.

Member for 2 Years
Blair Morrison of AutoCFO is a member of XPX Austin
Blair Morrison
CEO, Fractional CFO
AutoCFO

Call Me When... 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.

Member for 4 Years
Derek Ripp of Austin Wealth Management is a member of XPX Austin
Derek Ripp
Partner
Austin Wealth Management

Call Me When... Business owners seeking holistic financial planning & wealth advisory

New Member
Abhi Mathews, CFA, CBV, AM of Minerva Valuations is a member of XPX Austin
Abhi Mathews, CFA, CBV, AM
Managing Director
Minerva Valuations

Call Me When... Raising capital via private placements and valuations for estate planning, shareholder disputes, m&a and other litigation

Member for 1 Year
Hi Roberts
Associate Portfolio Manager
Brown Advisory

Call Me When... A business owner or investor in a business is having a liquidity event and needs help thinking through how to achieve long-term financial goals after an exit.

Member for 1 Year
Brad Mayer of Texas Capital Bank is a member of XPX Austin
Brad Mayer
Senior Private Client Advisor
Texas Capital Bank

Call Me When... an opportunity arises to engage a wealth management team that can guide you on maximizing the value of your business, advise you through the transition, and design a wealth management strategy to preserve your legacy.

Member for 2 Years
Kristine Bryant of Gladiator Consulting is a member of XPX Austin
Kristine Bryant
CEO
Gladiator Consulting

Call Me When... a business needs marketing and branding strategy to prepare for growth and acquisition. Or post-acquisition to address messaging and sales enablement for rapid growth.

Member for 2 Years
Christopher Bauer
Managing Partner
Bauer & Company

Call Me When... A company is considering an sale and needs to verify their accounting is accurate and reflects the reality of their business

Member for 2 Years
Mark Austin of Balcones Advisory is a member of XPX Austin
Mark F Austin
Managing Director
Balcones Advisory

Call Me When... working with a business owner who is considering selling their lower middle market company or is interested in growing inorganically through an acquisition.

Member for 4 Years
Elizabeth Jensen, JD, CFP® of Northern Trust is a member of XPX Austin
Elizabeth Jensen, JD, CFP®
Sr Wealth Strategist
Northern Trust

Call Me When... An owner needs an advisory-focused wealth management team experienced in providing investment, banking/lending or trust expertise as they grow, prepare to exit and make informed financial decisions throughout. We advise post-liquidity event as well.

Member for 1 Year
Brett Donahoo of Marsh is a member of XPX Austin
Brett A. Donahoo
Vice President
Marsh

Call Me When... You want to know how your current insurance programs (P&C, Benefits, & Retirement) will affect the sale of your business or when buying a company and need insurance due diligence or Rep & Warranty Insurance.

Member for 1 Year
Jay Mezera of Atchley & Associates, LLP is a member of XPX Austin
Jay Mezera
Partner
Atchley & Associates, LLP

Call Me When... you have questions about Federal or state tax planning or compliance, business valuations, entity structuring or mergers and acquisitions.

Member for 4 Years
Albert Carrion of Richards, Rodriguez & Skeith, LLP is a member of XPX Austin
Albert A Carrion
Partner
Richards, Rodriguez & Skeith, LLP

Call Me When... I counsel emerging and mid-sized companies re: ownership & protection of IP assets, licensing & selling/acquiring IP assets, and general business matters (outside general counsel)..

Member for 2 Years

Founding Sponsors

Founding Sponsors

Annual Sponsors

Annual Sponsors