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

The Exit Planning Exchange –  XPX San Antonio Chapter is a local nonprofit association of diverse professional advisors collaborating to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities.

XPX Chapters

New Association Launch is a Major Success

A new professional organization, the Exit Planning Exchange, had the official launch of its new SanAntonio chapter this morning. Over 70 advisors from the financial, legal and transaction communities were in attendance at the Petroleum Club.

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.

The speaker for the meeting was Michael Girdley, Co-Chair of the Geekdom Fund. Everyone was very excited to learn more about how the infrastructure to support tech start-ups is positively impacting all of San Antonio.

We’re just getting started but look forward to creating a vibrant community of advisors to privately-held businesses in the San Antonio area.

San Antonio Launch Event

XPX San Antonio launched their first event on September 28, 2017 at The Petroleum Club, in San Antonio, Texas. This event was attended by professionals in the San Antonio area who serve the business owner community. The program included speaker Michael Girdley, of the Geekdom Fund. 

XPX San Antonio Board Members
Hector Frietze, Daniel Kearns, Jake McCloy, Jill Dietz and John Dini 

John Dini, XPX San Antonio President

Summer Program & Networking Event 
XPX Colleagues and guests enjoy a relax summer networking. 

Guest speaker, Michael Espinoza, Founder of SA Business Calendar shared networking techniques and tips.

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

Cheryl Centeno of XPX Global is a member of XPX

Recently, XPX San Antonio hosted their 4th annual Business Owner and Advisor Summit on October 12th. The program featured a number of panelists covering several exit planning topics. San Antonio Business Journal included a fantastic insert in their recent issue. View the insert here. Thank you to all of our XPX leaders involved in planning…

Cheryl Centeno of XPX Global is a member of XPX

We can’t wait for you to experience the cleaner, brighter and more user-friendly feel of our new platform! The site is designed to give you and your company greater visibility. Here are three things you should know: Emails from XPX will now come from my.exitplanningexchange.com—please adjust your email settings! Your new profile can have a…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

Overcoming Operational Challenges This presentation will focus on how businesses overcome common problems that businesses face on their path to a successful exit. Our Speakers: Kevin ShaughnessyPresidentSales Implementation, LLC  Kevin Shaughnessy is the President of Sales Implementation a consulting firm based in San Antonio. He works with small and mid-size businesses to improve their sales…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

Program produced by XPX San Antonio Growing Pains: Guiding Our Clients Through Common Challenges Arising in Established and Expanding Businesses. Our Speaker: Kelly E. Foster, Shareholder – Gardner Law Kelly E. Foster is a Shareholder at Gardner Law, and is Gardner Law’s Business Group Chair. She advises small businesses and start-ups in connection with M&A,…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

Program produced by XPX San Antonio. Exit Planning Roadmap & Roles of Exit Planning Team Members Exit planning requires a professional advisory team, but “teams” win with a coordinated and focused effort around a common goal. Join us for a discussion of the roles of the planning team members, and how they can best serve…

Media Sponsor

Event Sponsors

Silver Sponsor

Bronze Sponsors

Connect with us.

Our Members

Investment Adviser Representative
Principal Financial Group
MPN incorporated
Partner, Communications Director
Martin Capital Advisors, LLP
The KFORD Group

Why I'm an XPX Member