Members

Connect with the Industry’s Most Powerful Group of Professional Advisors

Private company clients need access to a trusted team of advisors to marshal them to through the various stages of the business lifecycle. The XPX member directory is where you can find a diverse group of experts – and they can find you.

It’s easy to find an expert by using the search box or these handy directories to choose from 12 professions, 75+ areas of functional expertise and 20 client industry categories. Feel free to reach out to the advisors with the expertise you seek. Contact us for further assistance.

Showing 49 Members
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Ron Ondechek of South Highland Ventures LLC is a member of XPX San Antonio
Ron Ondechek
Managing Director & Founder
South Highland Ventures LLC

Call Me When... you need an experienced lead VC/PE investor, a M&A advisor specialist, or discreet C-level operational support.

Member for 2 Years
Mitchell Byrum
CFP
S. Harris Financial Group, LLC.

Call Me When... You have a questions about anything that you think I may be able to help with. Also, if you are seeking comprehensive financial planning and want to hear about how our team delivers that.

Member for 3 Years
Shirley Bennett
Owner
Barrett, Cooper & Assoc. PC

Call Me When... 9am - 5pm Monday thru Friday

Member for 4 Years
Kelly Shy of JDSM Enterprises, Inc. is a member of XPX San Antonio
Kelly A Shy
Vice President of Business Development
JDSM Enterprises, Inc.

Call Me When... We help owners and leadership teams get more from their business through a simple business management system called the Entrepreneurial Operating System

Member for 5 Years
Matthew Delgado of MidFirst Bank is a member of XPX San Antonio
Matthew Delgado
First Vice President
MidFirst Bank

Call Me When... Please call me before your exit is forced upon you without a plan, by circumstances out of your control.

Member for 6 Years
Teresa Villanueva
Franchise Consultant
FranNet

Call Me When... You have a client who is looking for their next business venture or revenue stream and would like the guidance of a franchise expert to explore options that would be a good fit.

Member for 1 Year
Kirk Francis of Financial Life Advisors is a member of XPX San Antonio
Kirk W Francis
CEO & Principal
Financial Life Advisors

Call Me When... you want to know the how your business fits into an overall financial plan: Transferable asset; Lifestyle Asset; or Investment Asset.

Member for 6 Years
Rowe Blount
Client Advisor
C3 Financial Partners

Call Me When... it's convenient for you!

Member for 1 Year
David Cohn
Managing Director
Steward Partners

Call Me When... You are working with a business owner who needs comprehensive wealth planning related to the sale of their business.

New Member
Jimmy Holmes
San Antonio Business Journal

Call Me When...

Member for 1 Year
Jamie Gutierrez
VP Commercial Banker
PlainsCapital Bank

Call Me When... Commercial Lending is needed

Member for 2 Years
Michael Gugliotti
Senior Sales Executive
SWBC PEO

Call Me When... you need help solving problems in HR, Benefits, Payroll or Risk Management.

Member for 2 Years
Chuck DeLadurantey of Defined Benefit Partners is a member of XPX San Antonio
Chuck E DeLadurantey
Independant Life Insurance Agent
Defined Benefit Partners

Call Me When... Facilitate use of a Defined Benefit Pension Plan to enhance the buyer's ability to acquire the business and seller to have a smooth exit

New Member
Tom Jordan of EXodus/CompLink LLC is a member of XPX San Antonio
Tom J Jordan
President and Founder
EXodus/CompLink LLC

Call Me When... An owner wants to explore the 9 ways to retain and reward their key people and needs an organization that can design, install, manage, administer and can handle all the due diligence.

Member for 2 Years
Robert Latham of IBG Business / Altapraem M&A Advisors is a member of XPX San Antonio
Robert Latham
President, Managing Partner
IBG Business / Altapraem M&A Advisors

Call Me When... We help owners and founders sell their businesses confidentially and for maximum value

Member for 1 Year
Jorge Herrera of Jorge Herrera CPA CIA PC is a member of XPX San Antonio
Jorge Herrera
CPA
Jorge Herrera CPA CIA PC

Call Me When... You want to increase your profits and manage your business stress!

Member for 6 Years
Timothy Geppert of Central Texas CFOs LLC is a member of XPX San Antonio
Timothy Geppert
Partner
Central Texas CFOs LLC

Call Me When... You have a Construction company with an XPX need

Member for 6 Years
Jerry Mathis of M A R INSURANCE GROUP is a member of XPX San Antonio
Jerry Mathis
VISIONARY
M A R INSURANCE GROUP

Call Me When... You need help with your employee benefits programs, or when you are nearing Medicare eligibility and are looking to co-ordinate your group plan with social programs.

Member for 6 Years
Kim Ford of theKFORDgroup is a member of XPX San Antonio
Kim Ford
President
theKFORDgroup

Call Me When... You need a business valuation or forensic accounting to assist you in making critical financial decisions

Member for 6 Years
Nathan A. Doty
Vice President, Relationship Strategist
PNC Private Bank

Call Me When... I work with my PNC Private Bank partners, as well as with outside partners, to offer our clients financial solutions that meet the needs of them and their families.

Member for 1 Year
SHANN CHAUDHRY of Shann M. Chaudhry ESQ Attorney At Law PLLC is a member of XPX San Antonio
SHANN M CHAUDHRY
Owner and Managing Partner
Shann M. Chaudhry ESQ Attorney At Law PLLC

Call Me When... You are looking to plan for the future and protect your assets.

Member for 4 Years
Steve Dziuk, CFP, CRPC of Mesquite Wealth Management Group is a member of XPX San Antonio
Steve Dziuk, CFP, CRPC
Private Wealth Advisor, President
Mesquite Wealth Management Group

Call Me When... Our passion is to create financial peace of mind for our clients. Our core values are Family, Faith, Desire to help people, Honesty and Happiness.

Member for 2 Years
Gerald (Jerry) Brown of RSI & Associates, Inc. is a member of XPX San Antonio
Gerald (Jerry) W. Brown
President, Senior Appraiser
RSI & Associates, Inc.

Call Me When... Call me if you're in need of a business valuation, feasibility study, exit planning, optimization consulting, and/or litigation support.

Member for 6 Years
Joshua Amparan of New York Life is a member of XPX San Antonio
Joshua Amparan
Financial Services Professional
New York Life

Call Me When... you seek expertise in optimizing business strategies. Specializing in rewarding and safeguarding key individuals, as well as fortifying assets. I am here to ensure a smooth transition before, during, and after your exit.

New Member
Brad Wheeless
Managing Director - Community House
Texas Research & Technology Foundation

Call Me When... you have a business to sell and want the new owners to preserve the business name and treat the employees well.

Member for 3 Years

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