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.
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Angel Salinas
Member for 2 years
CEO
Sandler Training San Antonio
Sandler Training offer sales development services to companies through: sales training, sales management coaching and sales consulting.
Summit Silver
Steve Dziuk, CFP, CRPC
Member for 2 years
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.
Tom Jordan
Member for 2 years
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.
SHANN CHAUDHRY
Member for 4 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.
Rollins Rubsamen
Member for 1 year
Senior Vice President - Investments
Graystone Consulting - Morgan Stanley
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.
Gerald (Jerry) Brown
Member for 6 years
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.
Summit Bronze
Mark Goldman
Member for 3 years
Founder
MGR Accounting Recruiters
Successors are needed in an accounting firm, or as financial professionals for new ownership
Summit Sponsor Bronze
David Cohn
Member for 10 months
Managing Director
Steward Partners
You are working with a business owner who needs comprehensive wealth planning related to the sale of their business.
Ryan Reiffert
Member for 3 years
Principal
Law Offices of Ryan Reiffert, PLLC
You need a skilled transactional attorney
Kelly Shy
Member for 6 years
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
Summit Bronze
Jamie Gutierrez
Member for 2 years
VP Commercial Banker
PlainsCapital Bank
Commercial Lending is needed
Summit Silver
David Gray
Member for 1 year
VP and Manager Commercial Lending
United Texas Credit Union
Commercial banking, investment real estate financing, SBA,SBA 504 and USDA guaranteed loans, owner-occupied real estate financing
Timothy Geppert
Member for 6 years
Partner
Central Texas CFOs LLC
You have a Construction company with an XPX need
Mitchell Byrum
Member for 3 years
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.
John Dini
Member for 8 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 Bronze
Nathan Doty
Member for 1 year
Vice President, Relationship Strategist
PNC Private Bank
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.
Summit Silver
Glen Yale
Member for 7 years
President
Yale Law Firm P.C.
you have any question regarding buy-sell agreements, family estate planning, or nonprofit organization issues.
John Seybold
Member for 4 years
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.
Kevin Shaughnessy
Member for 7 years
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.
Summit Gold
Lisa Mochel
Member for 4 years
Senior Vice President
Lone Star Capital Bank
8:00 a.m. - 5:00 p.m. Monday-Friday
Summit Bronze
Shelley Mann
Member for 2 years
Principal/Outsourced VP Sales
Strategic Sales Advisors LLC
Sales is a problem and you don't know how to fix it
Jorge Herrera
Member for 7 years
CPA
Jorge Herrera CPA CIA PC
You want to increase your profits and manage your business stress!
Joshua Amparan
Member for 11 months
Financial Services Professional
New York Life
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.
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Our Chapter pages are currently undergoing updates. This may affect Chapter member directories, leader directories, Sponsor sections and other areas during this process. We apologize for any inconveniences caused.