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!

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 

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Virtual managers

Wealth Planners

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Upcoming Chapter Events

Virtual access
Wed, Mar 22nd, 2023 ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
Virtual access
Thu, Apr 6th, 2023 ⋅ 10:00am - 11:00am (EDT)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
Virtual access
Tue, Apr 11th, 2023 ⋅ 5:00pm - 6:00pm (EDT)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
Thu, Sep 21st, 2023 ⋅ 8:30am - 1:00pm (CDT)
Club at Sonterra, San Antonio, TX

Our Members

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

Why I'm an XPX Member