XPX San Antonio
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.

Member Directory

Managing Partner
PGP Advisory

You or a client needs advise on how best to sell or acquire a business.

Principal
Law Offices of Ryan Reiffert, PLLC

You need a skilled transactional attorney

CEO/ Founder
Growin' Out Loud Darlin' LLC

Referrals need business consulting, executive coaching, leadership training or marketing support

President
MPN incorporated

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.

President, Senior Appraiser
RSI & Associates, Inc.

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

San Antonio Business Journal
Managing CFO Advisor
Vaco LLC
Greiner & Associates
President and Founder
EXodus/CompLink LLC

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.

Commercial Account Manager
First American Title National Commercial Services

Business hours.

Investment Adviser Representative
Principal Financial Group

Companies need any of the services listed below in

What do you hope to receive from and contribute to the XPX membership?

As well as those listed in Committee Opportunities

Principal/Outsourced VP Sales
Strategic Sales Advisors LLC

Sales is a problem and you don't know how to fix it

Bank of San Antonio (Texas Partners Bank)

Priscilla Davila at priscilla.davila@texaspartners.bank

CPA
Jorge Herrera CPA CIA PC

You want to increase your profits and manage your business stress!

Managing Director - Community House
Texas Research & Technology Foundation

You have a business to sell and want the new owners to preserve the business name and treat the employees well.

Vice President
Lone Star Capital Bank

8:00 a.m. - 5:00 p.m. Monday-Friday

Private Wealth Advisor, President
Mesquite Wealth Management Group

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.

Founder
MGR Accounting Recruiters

Successors are needed in an accounting firm, or as financial professionals for new ownership

CEO
Sandler Training San Antonio

Sandler Training offer sales development services to companies through: sales training, sales management coaching and sales consulting.

Senior Sales Executive
SWBC PEO

You need help solving problems in HR, Benefits, Payroll or Risk Management.

President
Sales Implementation LLC DBA Sales Xceleration

Your business is not achieving its revenue goals, has high sales turnover, or lacks sales systems and processes. I use the Sales Xceleration platform which facilitates sales and profitability growth.

President
JDSM Enterprises, Inc.

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)

Group Manager
Comerica Bank

Commercial banking, treasury management, merchant services, wealth planning, asset protection, currency hedging, interest rate derivatives

President
LLK Consulting LLC

You are in need of a Commercial Loan Consultant.

Market Manager
Employer Flexible

You have HR, Employee Benefit, Payroll, Risk Management needs. We have decrease the amount of time it takes to close a sale of a small business by up to 45 days.

VP Commercial Banker
PlainsCapital Bank

Commercial Lending is needed

CFP
S. Harris Financial Group, LLC.

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.

Sendero Wealth Management

Jenifer Brown, jbrown@sendero.com

Owner
Barrett, Cooper & Assoc. PC

9am - 5pm Monday thru Friday

SWBC

Marsha Garza at mgarza@swbc.com

San Antonio Woman

Dale Land at dale@sawoman.com

CPA
Steve Bankler, CPA

You need help in planning your exit from your business.

Ms.
C3FP

Individuals, Businesses, and even non profits,engage us to help identify and manage risks- especially those risks that are unnecessary.

CEO & Principal
Financial Life Advisors

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

Mr.
Rosenblatt Law Firm

Your business needs legal help.

Managing Director
Corporate Investment

The owner of a privately held business begins the process of planning and preparing for their eventual exit from their business, whether it be an inside sale or a sale to a third party.

SVP
Broadway Bank

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

VP
Live Oak Bank

You are seeking financing to buy our sell a business.

Advisor
Vaco LLC

You have a Construction company with an XPX need

President
Sales Builders Texas

Your company or a client needs help with sales. I can help them fix it, build a strategic plan, implement the plan, and coach a sales leader.

VISIONARY
M A R INSURANCE GROUP

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.

President
theKFORDgroup

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

SVP
PNC

A business owner or executive is in need of a strategic partner who can assist in the need for financing, deposit services or planning for themselves or for their company.

Managing Director & Founder
South Highland Ventures LLC

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

Vice President of Business Development
JDSM Enterprises, Inc.

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

Steven Bankler, CPA, Ltd.

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!

Financial Planner
M&T Financial Partners

Your client needs guidance on business progression or exit planning in the area of financial planning

Relationship Manager
Comerica Bank

A business owner is looking for a banking partner with Government Service, Healthcare, and International Trade expertise.

Business Development Coach
MPN Inc.

Call me when you need tools to help you launch focused owner transitions.

FranNet

Teri Villanueva @ tvillanueva@frannet.com

Vice President
Truist Bank

A business owner needs a consultative, strategic banking partner with access to national industry leaders

President
Yale Law Firm P.C.

You have any question regarding buy-sell agreements, family estate planning, or nonprofit organization issues.

Senior Broker
VR Business Brokers San Antonio TX

You have a client exploring the possiblity of selling the business, I can provide a complimentary Opinion of Value and general guidance of what to expect from the selling process, you can also call me when you need someone in your golf foursome.

Broker & Managing Partner
Verde Commercial Real Estate Group LLC

Matters related to Commercial Real Estate or Business Brokerage

Owner and Managing Partner
Shann M. Chaudhry ESQ Attorney At Law PLLC

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

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