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 35 Members
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Kim Ford
Member for 7 years
President
theKFORDgroup
Call me when... You need a business valuation or forensic accounting to assist you in making critical financial decisions
Lawrence (Larry) Schumann
Member for 7 years
Managing Director
Corporate Investment
Call me when... 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.
Jorge Herrera
Member for 7 years
CPA
Jorge Herrera CPA CIA PC
Call me when... You want to increase your profits and manage your business stress!
James Rosenblatt
Member for 5 years
Mr.
Rosenblatt Law Firm
Call me when... your business needs legal help.
David Cohn
Member for 1 year
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.
Chuck DeLadurantey
Member for 1 year
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
Steven Bankler
Member for 7 years
Steven Bankler, CPA, Ltd.
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!
John Seybold
Member for 5 years
Market Manager
Employer Flexible
Call me when... 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.
Jordan Dickson
Member for 8 months
Associate Vice President, Wealth Management
Dickson Wealth Management of Raymond James
Call me when... I create and manage custom financial plans ranging from individual retirement/estate planning, exit planning for business owners, and entity investing for both non-profit and for-profit businesses.
Lisa Mochel
Member for 4 years
Senior Vice President
Lone Star Capital Bank
Call me when... You want to have a relationship with your business bank.
Glen Yale
Member for 7 years
President
Yale Law Firm P.C.
Call me when... you have any question regarding buy-sell agreements, family estate planning, or nonprofit organization issues.
Angel Salinas
Member for 3 years
CEO
Sandler Training San Antonio
Call me when... Sandler Training offer sales development services to companies through: sales training, sales management coaching and sales consulting.
Kirk Francis
Member for 7 years
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.
Jerry Mathis
Member for 7 years
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.
David Gray
Member for 1 year
VP and Manager Commercial Lending
United Texas Credit Union
Call me when... Commercial banking, investment real estate financing, SBA,SBA 504 and USDA guaranteed loans, owner-occupied real estate financing
Carlos Guevara
Member for 7 years
Partner
VR Business Brokers San Antonio TX
Call me when... You are thinking if selling your business is an option. I can provide a complimentary initial consultation and general guidance of what to expect from the selling process and explore your options.
Rollins Rubsamen
Member for 1 year
Senior Vice President - Investments
Graystone Consulting - Morgan Stanley
Call me when... You need highly customized, holistic wealth strategies solutions for ultra high net worth individuals, families and family offices, with an investment boutique experience utilizing the vast resources of a global financial firm - Morgan Stanley.
Tamara Farris
Member for 3 years
Group Manager
Comerica Bank
Call me when... Commercial banking, treasury management, merchant services, wealth planning, asset protection, currency hedging, interest rate derivatives
Kelly Shy
Member for 6 years
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
David Spellman
New Member
Director
Spellman Capital Strategies
Call me when... Clients are facing upcoming or past capital gain taxes. We provide unique tax mitigation strategies.
Jamie Bekken
Member for 3 years
VP Commercial Banker
PlainsCapital Bank
Call me when... Commercial Lending is needed
Nathan Doty
Member for 2 years
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.
SHANN CHAUDHRY
Member for 5 years
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.
Tom Jordan
Member for 2 years
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.