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 26 Members
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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 3 years
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 2 years
Andre Achtermeier of eightM Corp is a member of XPX Austin
Andre Achtermeier
CEO
eightM Corp
Call me when... You plan to sell your company
Member for 2 years
Allen Bertin of Branscomb Law is a member of XPX Austin
Allen Bertin
Principal
Branscomb Law
Call me when... 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.
Member for 5 years
Robert Jablonski of Recharge Consulting is a member of XPX Austin
Robert Jablonski
President
Recharge Consulting
Call me when... The business needs to accelerate their revenue growth, present documented processes and gain new profitable clients.
Member for 2 years
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 3 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
Billy Murphy
Partner
Dwyer Murphy Calvert LLP
Call me when... 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.
Member for 3 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 4 years
Albert Carrion of Richards, Rodriguez & Skeith, LLP is a member of XPX Austin
Albert 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 3 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 2 years
Brandon McNally of JLK Management Group, LLC is a member of XPX Austin
Brandon McNally
Founder & CEO
JLK Management Group, LLC
Call me when... My primary objective is building and integrating value creation for founders, portfolio company executive leadership teams, investors, and stakeholders through operational expertise in organizational infrastructure and design implementation
Member for 2 years
Mark Austin of Balcones Advisory is a member of XPX Austin
Mark 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 5 years
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 3 years
Debbie Chilton
Business Performance Advisor
Insperity
Call me when... 512-426-9780
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 3 years
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 5 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
Member for 1 year
Jim Gerberman of Corporate Finance Associates is a member of XPX Austin
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)
Member for 9 months
Corwin Davidson
Certified Exit Planner
Hill Country Business Strategies
Call me when... You Need To
Member for 1 year
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
Kathleen Lucente
CEO
Red Fan Communications
Call me when... You're considering an exit and know you need to build up your brand equity and visibility.
Member for 11 months
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 5 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 5 years

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