Meeting the Needs of a Thriving Business Community
XPX San Antonio is a vibrant group of advisors and professionals serving the San Antonio Business community. Whether it is growth, progression or succession, this group of advisors is helping business owners navigate the preparation, transition and post-succession planning.
The Exit Planning Exchange, or XPX, is a multispecialty organization for professionals who work with business owners. Unlike most such organizations, it is organized around the clients and the concept of cooperative working groups. Successfully exiting a company is complex, and requires coordination between multiple disciplines.
XPX fills a need by giving advisors an opportunity to better understand the skills of their colleagues, and how each team member’s work impacts the others.
While XPX is primarily a group of advisors, business owners find value in the networking, educational events and annual Summit. XPX San Antonio is growing and we welcome you to our association!
Our 2022 Summit was a Huge Success!
Featuring The Exit Planning Coach Handbook
What does it take for a business owner to be happy after leaving the business?
Multiple surveys show that a majority of owners have regrets a year after leaving their businesses. After the initial “vacation period” of travel and recreation, too often they find themselves adrift without their companies. They lack the activity, purpose and identity that their businesses provided.
The Exit Planning Coach Handbook written by XPX San Antonio member, John. F. Dini, is a guide for advisors to business owners. We believe that entrepreneurs need to move forward towards exciting goals. That is what made them successful in the first place, and what will help them find satisfaction in their lives after the business. That comes from building a vision for the next stage of life that is not only well-defined, but is more exciting than what they are doing now.
This book is for every advisor who works with business owners. It describes why coaching before the sale is necessary, how working with owners is different than counseling other executives, and lays out the steps of coaching discovery that help to bring owners to better outcomes for the most important financial transaction of their lives. To purchase a copy of The Exit Planning Handbook, find it here on Amazon.
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.
Advisor Professions
Accountants
Attorneys
Bankers
Coaches
Consultants
Insurance Providers
Investors
M&A Intermediaries
Non-Profits
Valuators
Virtual managers
Wealth Planners
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Latest – XPX San Antonio
Supply chains and labor shortages are the chief topics among the 40 or so business owners I currently work with. Their anecdotes are widespread and widely varied. I wanted to know why, so I did some research on behalf of you, my business-owner readers. Supply Chains A broken foot was diagnosed at an urgent care…
Submitted by Lone Star Capital Bank. Information provided by American Bankers Association. Every day, thousands of people fall victim to fraudulent emails, texts and calls from scammers pretending to be their bank. And in this time of expanded use of online banking, the problem is only growing worse. In fact, the Federal Trade Commission’s report…
Program Speakers: Carolyn Smith (C3 Financial Partners), James Rosenblatt (Rosenblatt Law Firm) and John F. Dini (MPN, Inc.)
Program Speakers: Krysti Seibert, Director of HR Alterman, Inc. and Chris Thiel, Executive VP and CFO of Alterman, Inc. Moderator: Lisa Mochel (Lone Star Capital Bank)
Program Speaker: Travis McLeod, President of Silber & Associates Moderator: James Rosenblatt (Rosenblatt Law Firm)
Program Speakers: Bobby Hines, former President of Eldridge Electric Moderators: Tim Geppert, (Vaco) and Steven Bankler, (Bankler CPA, Ltd.)
