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 34 Members
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Corwin E Davidson
Certified Exit Planner
Hill Country Wealth Strategies

Call Me When... You Need To

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

New Member
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
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 2 Years
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
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
Eric C Boyce
Chief Executive Officer
Boyce & Associates Wealth Consulting, Inc.

Call Me When... exit planning, valuation, buy-sell, retention/recruitment programs, executive compensation, benefits

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 1 Year
Debbie Chilton
Business Performance Advisor
Insperity

Call Me When... 512-426-9780

Member for 2 Years
Allen Bertin of Branscomb Law is a member of XPX Austin
Allen P. 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 4 Years
Dipti Dahal Pandey
Partner
Bauer & Company, LLC

Call Me When... you need any audit or consulting services

Member for 2 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
Emily McCracken of Venturi Private Wealth is a member of XPX Austin
Emily McCracken
Lead Advisor
Venturi Private Wealth

Call Me When... You have a transition on the horizon. My team and I will guide you through the exit process, create a customized financial plan, and design wealth management strategies to meet your goals and preserve your legacy.

New Member
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 1 Year
Billy J. 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
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

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