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

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

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…


Media Sponsor

Event Sponsors

Silver Sponsor

Bronze Sponsors


Upcoming Chapter Events

Wed, Jul 27th, 2022 10:50am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
Mon, Aug 1st, 2022 (EDT)
Your Group Leader Will Reach Out to Set a Date / Time to meet
Tue, Aug 23rd, 2022 7:30am (CDT)
Petroleum Club, 8620 N. New Braunfels, 7th Floor, San Antonio, TX 78217
Thu, Sep 22nd, 2022 8:30am (CDT)
Club at Sonterra, San Antonio, TX
Thu, Oct 27th, 2022 7:30am (CDT)
The Petroleum Club, 8620 N. New Braunfels Ave #700, San Antonio, TX
Wed, Nov 16th, 2022 7:30am (CDT)
The Petroleum Club, 8620 N. New Braunfels Ave #700, San Antonio, TX

Our Members

MPN incorporated
Steven Bankler, CPA, Ltd.
JDSM Enterprises, Inc.

Why I'm an XPX Member