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

    • Profession
    • Functional Expertise
    • Client Industries
    President
    Yale Law Firm P.C.

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

    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!

    SVP
    Broadway Bank

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

    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.

    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.

    Director of Business Development
    Greiner & Attorneys PLLC

    You have a project or client requiring business legal services such as: Documents or Operating Agreements, Business Contracts, Business Litigation, Mergers & Acquisitions or Real Estate Transactions

    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.

    CPA
    Steve Bankler, CPA

    You need help in planning your exit from your business.

    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.

    Managing Director
    South Highland Ventures LLC

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

    VP
    Live Oak Bank

    You are seeking financing to buy our sell a business.

    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.

    Senior Broker
    VR Business Brokers San Antonio TX
    Executive in Residence
    Main Street Capital Corporation

    You need "one-stop" debt and equity (minority or majority) solutions to lower middle market companies (generally companies with EBITDA between $3 and $20 million)

    Broker & Managing Partner
    Verde Commercial Real Estate Group LLC

    Matters related to Commercial Real Estate: Monetizing Seller Leases, Disposition, 1031 Exchanges, Bargain Sale to a Charity

    CPA
    The KFORD Group

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

    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.

    Partner, Communications Director
    Martin Capital Advisors, LLP

    You are in need of a financial plan, a second opinion on your current investments and/or investment advice.

    PEOC
    Employer Flexible

    You would like to get a cup of coffee or lunch.

    Managing CFO Advisor
    Vaco LLC
    Advisor
    Vaco

    You have a Construction company with an XPX need

    San Antonio Business Journal
    Vice President
    Lone Star Capital Bank

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

    President & CEO
    Komet Marketing Communications

    For Strategic Communication Planning, Reputation Management and Crisis Communications Planning & Execution.

    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/Member
    Brodkey Executive Management Consulting LLC

    You need an expert to evaluate or value a business, require expert help in packaging and marketing your business, or are in a business dispute and need an expert valuation report or expert testimony

    A member needs professional management assistance preparing to exit their business or a buyer needs assistance in preparing to purchase a business.

    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

    CPA
    Jorge Herrera CPA CIA PC

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

    Principal
    C3 Financial Partners

    Individuals, businesses, and even nonprofits, engage us to help identify and manage their known and unknown risks regarding life insurance.

    Director of Consulting Services
    MGR Accounting Recruiters

    You see a situation requiring accounting, bookkeeping, somebody to do pro-formas, uncertainty in the accounting records, etc or help analyze a potential acquisition.

    Ms.
    C3FP

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

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

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

    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.

    President
    Ratner Consulting

    Operating your organization is no longer fun and you are plagued by low morale, flattened bottom line, and incresing stress.

    President
    theKFORDgroup

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

    Business Value Advisor
    Financial Life Advisors

    1) The business owner recognizes his/her need for guidance to build transferable business value, or
    2) is interested in exit planning assistance to build a plan around the owner's objectives

    Mr.
    Rosenblatt Law Firm

    Your business needs legal help.

    Principal
    Law Offices of Ryan Reiffert, PLLC

    You need a skilled transactional attorney

    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.

    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.

    Owner
    Barrett, Cooper & Assoc. PC

    9am - 5pm Monday thru Friday

    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)

    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.

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