Put The Power of XPX Membership to Work For You - and Your Clients

The Exit Planning Exchange –  XPX San Antonio Chapter is a community of trusted advisors that collaborate to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities.

2023 Summit Recap: Navigating Detours on the Road to Success

XPX San Antonio hosted their annual summit featuring an impressive lineup of keynote speakers and several panel discussions focusing on all sides of the exit. “We had a great half day event thanks to our amazing business community, superb speakers and incalculable business connections,” says San Antonio Summit Chair, Angel Salinas.

XPX San Antonio July Networking Event

Thank you all for joining our July XPX San Antonio-Networking Event!

We’re thrilled to announce its tremendous success, thanks to each and every one of you. The outstanding turnout and exceptional conversations showcased the brilliance of diverse professionals forging valuable connections.

Our heartfelt appreciation goes to our incredible host, Lone Star Capital Bank, for their generous support in creating an engaging and welcoming environment. Kudos to them for making this event a resounding success!



San Antonio members awarded SBJ 2023 Best Places to Work

The San Antonio Business Journal is pleased to present the winners of the 2023 Best Places to Work Awards.

There are five categories: extra-small companies with 10-24 employees; small companies with 25-49 employees; medium-sized companies with 50-99 employees; large companies with 100-249 employees; and extra-large companies with 250 or more employees.

The Business Journal will reveal where each company ranks within its category at the awards ceremony set for July 20 at the Rosenberg Skyroom at the University of the Incarnate Word.

Congratulations to all of our XPX San Antonio members who received this award!

Employer Flexible

Rosenblatt Law Firm

Steven Bankler, CPA, Ltd.


Valcor Commercial Real Estate

Verde Commercial Real Estate Group

Vaco SA


Featuring Lone Star Capital Bank

Company Culture That Encourages Social Responsibility

Lone Star Capital Bank (LSCB) is a leading financial institution renowned for its commitment to community engagement and social responsibility. With a strong focus on making a positive impact beyond the realm of traditional banking, LSCB and its dedicated employees have become pillars of support for various organizations in their local communities.

The bank has forged partnerships with esteemed organizations, including XPX (Exit Planning Exchange) and TEAMability, to address critical societal needs. Through these alliances, Lone Star Capital Bank’s employees actively contribute their time, skills, and resources to uplift the communities they are a part of.

XPX (Exit Planning Exchange), an organization dedicated to helping business owners plan and execute successful transitions. Through their involvement, LSCB employees share their expertise and provide invaluable guidance to business owners, contributing to their long-term success.

To learn more about Lone Star Capital Bank and the comprehensive suite of financial services they provide, visit their website at www.LSCB.com or contact a representative directly at 210.496.6116.

Interested in Joining XPX San Antonio?

If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options 

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Insurance Providers


M&A Intermediaries



Virtual managers

Wealth Planners

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The Latest News – XPX San Antonio

Latest – XPX San Antonio

Business owners, advisors, and buyers frequently have widely different impressions of value when it comes to a business. The Pepperdine Private Capital Markets Survey canvasses intermediaries who sell privately held Main Street and mid-market companies. One question is about the obstacles that prevented the sale of a business. The number one response is “Owners’ unreasonable…

Purpose after the sale is one of the biggest challenges for an exiting owner. Purpose – “Having as one’s intention or objective.” Many exit planning advisors discuss the three legs of the exit planning stool – business readiness, financial readiness and personal readiness. In our previous two articles, we focused on two of the “big…

  In our last article about life after the sale we discussed identity. Even when business owners are comfortable with who they are, however, there is still the nuts and bolts issue of activity. A business owner spends 20, 30, or (not uncommonly with Boomers,) 40 years focused on running a business. Unless they’ve built a substantial…

Work from anywhere has been a necessity, an epithet, an obstacle, and an opportunity over the last 3 years. To paraphrase Aristotle’s axiom about Nature (“Horror Vacui”), business abhors a vacuum. Where one occurs, it is quickly filled. Work from anywhere started as a COVID-induced necessity. During the lockdowns of 2020-2021 (and longer in some…

Life after the sale is often both the most important and most neglected factor in exit planning. Although (according to two different surveys in 2013 and 2022,) 75% of owners report regrets or unhappiness a year after the transition, exit plans continue to be constructed primarily around financial targets. In the event you haven’t heard…


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Upcoming Chapter Events

Virtual access
Tue, Apr 16th, 2024 ⋅ 4:55pm - 6:00pm (EDT)
Virtual - you'll receive login info upon registration
Tue, Apr 23rd, 2024 ⋅ 7:30am - 9:00am (CDT)
Petroleum Club, 8620 N. New Braunfels, 7th Floor, San Antonio, TX 78217
Virtual access
Wed, Apr 24th, 2024 ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
Thu, Sep 19th, 2024 ⋅ 8:00am - 1:00pm (CDT)
Club at Sonterra, San Antonio, TX

Our Members

EXodus/CompLink LLC
President and Founder
Shann M. Chaudhry ESQ Attorney At Law PLLC
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S. Harris Financial Group, LLC.

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