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
Showing 47 members
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BRUCE J SWEARINGEN
Member for 2 Years
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
Silver
Silver
Robert Latham
New Member
President, Managing Partner
IBG Business / Altapraem M&A Advisors
You or someone you know needs an M&A advisor to help sell their business.
Ron Ondechek
Member for 1 Year
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.
Summit Sponsor Bronze
John F Dini
Member for 6 Years
Principal
The Exit Planning Coach
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.
Summit Sponsor Silver
Jason Brown
Member for 1 Year
Managing Partner
PGP Advisory
You or a client needs advise on how best to sell or acquire a business.
Michael Gugliotti
New Member
Senior Sales Executive
SWBC PEO
You need help solving problems in HR, Benefits, Payroll or Risk Management.
Summit Sponsor Bronze
Jerry Mathis
Member for 5 Years
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.
Andrea Longoria
New Member
Relationship Manager
Comerica Bank
A business owner is looking for a banking partner with Government Service, Healthcare, and International Trade expertise.
Kim Ford
Member for 4 Years
President
theKFORDgroup
You need a business valuation or forensic accounting to assist you in making critical financial decisions
Summit Sponsor Bronze
SHANN M CHAUDHRY
Member for 2 Years
Owner and Managing Partner
Shann M. Chaudhry ESQ Attorney At Law PLLC
You are looking to plan for the future and protect your assets.
Jorge Herrera
Member for 5 Years
CPA
Jorge Herrera CPA CIA PC
You want to increase your profits and manage your business stress!
Kirk W Francis
Member for 5 Years
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.
Melinda Adams
New Member
Financial Planner
M&T Financial Partners
Your client needs guidance on business progression or exit planning in the area of financial planning
Amy L House
Member for 1 Year
CEO/ Founder
Growin' Out Loud Darlin' LLC
Referrals need business consulting, executive coaching, leadership training or marketing support
Bronze
Tom J Jordan
New Member
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.
Glen Yale
Member for 5 Years
President
Yale Law Firm P.C.
You have any question regarding buy-sell agreements, family estate planning, or nonprofit organization issues.
Daniel Lasater
Member for 5 Years
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.
Summit Sponsor Silver
Matthew Delgado
Member for 4 Years
SVP
Broadway Bank
Please call me before your exit is forced upon you without a plan, by circumstances out of your control.
Summit Sponsor Silver
Steve Dziuk, CFP, CRPC
New Member
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.
Summit Sponsor Silver
Carlos F Guevara
Member for 5 Years
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.
Angel Salinas
New Member
CEO
Sandler Training San Antonio
Sandler Training offer sales development services to companies through: sales training, sales management coaching and sales consulting.
Keegan Villa
New Member
Vice President
Truist Bank
A business owner needs a consultative, strategic banking partner with access to national industry leaders
Summit Sponsor Silver
Summit Sponsor Platinum
Lisa Mochel
Member for 2 Years
Vice President
Lone Star Capital Bank
8:00 a.m. - 5:00 p.m. Monday-Friday
Summit Sponsor Bronze
Chapter Events
Thu, Dec 1st, 2022 12:00am (EST)
Media Sponsor
No Sponsors Found
Event Sponsors
Steven Bankler - Call me when...
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!
Silver Sponsor
John F Dini - Call me when...
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.
Bronze Sponsors
Carolyn J Smith - Call me when...
Individuals, Businesses, and even non profits,engage us to help identify and manage risks- especially those risks that are unnecessary.