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.

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!

Chapter Leadership Honored for Service

Left to right: Steven Bankler, Lisa Mochel and John Dini.
XPX San Antonio had the opportunity to recognize three members that have provided the chapter with exceptional service since the chapter’s beginning.
 
John Dini, Past President of the Board and Founding Member (The Exit Planning Coach)
Steven Bankler, Current President of the Board (Steven Bankler, CPA)
Lisa Mochel, Summit 2022 Chairman  (Lone Star Capital Bank)
 
Leadership awards were presented by Ron Ondechek , President Elect of the Board.

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

Get the Latest News

The Latest News – XPX San Antonio

Latest – XPX San Antonio

Lisa Mochel of Lone Star Capital Bank is a member of XPX San Antonio
Lone Star Capital Bank 11 months ago

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…

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Community

Upcoming Chapter Events

14
Dec
Wed, Dec 14th, 2022 4:00pm (CST)
Rosarios (North) 9715 SAN PEDRO AVE SAN ANTONIO, TX 78216 - 210-481-4100 (phone) https://rosariossa.com/
28
Dec
Virtual access
Wed, Dec 28th, 2022 10:50am (EST)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
01
Jan
Sun, Jan 1st, 2023 (EST)
Your Group Leader Will Reach Out to Set a Date / Time to meet

Our Members

Steven Bankler, CPA, Ltd.
Private Wealth Advisor, President
Mesquite Wealth Management Group
Principal
The Exit Planning Coach
Ms.
C3FP

Why I'm an XPX Member