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.
Hector Frietze, Daniel Kearns, Jake McCloy, Jill Dietz and John Dini
XPX Colleagues and guests enjoy a relax summer networking.
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
We can’t wait for you to experience the cleaner, brighter and more user-friendly feel of our new platform! The site…
Aug. 20, 2021
Program produced by XPX San Antonio. Overcoming Operational Challenges This presentation will focus on how businesses overcome common problems that…
May. 27, 2021
Program produced by XPX San Antonio Growing Pains: Guiding Our Clients Through Common Challenges Arising in Established and Expanding Businesses….
Apr. 19, 2021
Program produced by XPX San Antonio. Start up and growth cycle: top 10 most expensive mistakes in forming and operating…
Mar. 17, 2021
Program produced by XPX San Antonio. Exit Planning Roadmap & Roles of Exit Planning Team Members Exit planning requires a…
Jan. 26, 2021
Program produced by XPX San Antonio. Year-end Planning from a Human Resources Perspective Our Speaker: John Seybold – SPHR, SHRM-SCP,…
Dec. 18, 2020
Chapter Events
Media Sponsor
Event Sponsors
We use creative, out of the box thinking to assist clients - We Solve Problems! In addition, Our Job is to put money in your pocket!
Your business needs legal help.
Silver Sponsor
I have owned companies in manufacturing, distribution and services, along with well over 10,000 hours of coaching business owners. I will understand your business and your objectives.
Bronze Sponsors
You have a project or client requiring business legal services such as: Documents or Operating Agreements, Business Contracts, Business Litigation, Mergers & Acquisitions or Real Estate Transactions
Successors are needed in an accounting firm, or as financial professionals for new ownership
Please call me before your exit is forced upon you without a plan, by circumstances out of your control.
8:00 a.m. - 5:00 p.m. Monday-Friday
Call me if you're in need of a business valuation, feasibility study, exit planning, optimization consulting, and/or litigation support.
You need to build value and leadership in your business for a successful exit. I help owners get more from their business by helping implement a simple business management system called the Entrepreneurial Operating System (EOS)
You need a business valuation or forensic accounting to assist you in making critical financial decisions
Individuals, Businesses, and even non profits,engage us to help identify and manage risks- especially those risks that are unnecessary.
Community
Upcoming Chapter Events
Our Members
Why I'm an XPX Member
