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.

Upcoming 2023 Summit: Navigating Detours on the Road to Success

We are proud to present our 2023 Summit, Navigating Detours on the Road to Success to be held on Thursday, September 21st at the Club at Sonterra. This half day event is for advisors, business leaders and thriving organizations making a positive impact in our business community.

At the Summit, our keynote speakers will share their success stories building resilient organizations capable of navigating challenging business environments. We are also featuring breakout sessions focused on providing resources, knowledge, insights and valuable connections for you and your business.

Click here to register for the 2023 XPX San Antonio Summit!

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 

Advisor Professions






Insurance Providers


M&A Intermediaries



Virtual managers

Wealth Planners

Get the Latest News

The Latest News – XPX San Antonio

Latest – XPX San Antonio

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A common area of confusion among advisors is understanding the difference between a “Main Street” business, a “Middle Market” business and a “Mom and Pop” business. Main Street Businesses The term “Main Street” is defined by the International Business Brokers’ Association and other professional intermediary organizations as any company with a Fair Market Value of…

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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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Upcoming Chapter Events

Virtual access
Wed, Sep 27th, 2023 ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
Virtual access
Thu, Oct 5th, 2023 ⋅ 9:50am - 11:00am (EDT)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
Virtual access
Tue, Oct 10th, 2023 ⋅ 4:50pm - 6:00pm (EDT)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
Thu, Nov 16th, 2023 ⋅ 7:30am - 9:00am (CDT)
Petroleum Club, 8620 N. New Braunfels, 7th Floor, San Antonio, TX 78217

Our Members

Steven Bankler, CPA, Ltd.
The Exit Planning Coach
CFO Advisor
Vaco LLC
Private Wealth Advisor, President
Mesquite Wealth Management Group

Why I'm an XPX Member