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.

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!

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

Accountants

Attorneys

Bankers

Coaches

Consultants

Insurance Providers

Investors

M&A Intermediaries

Non-Profits

Valuators

Virtual managers

Wealth Planners

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Our Members

Strategic Sales Advisors LLC
Principal/Outsourced VP Sales
RSI & Associates, Inc.
President, Senior Appraiser
Defined Benefit Partners
Independant Life Insurance Agent
theKFORDgroup
President
JDSM Enterprises, Inc.
Vice President of Business Development

Why I'm an XPX Member