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 46 members
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Carlos Guevara of VR Business Brokers San Antonio TX is a member of XPX San Antonio
Carlos F Guevara
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.
Member for 5 Years
Jamie Gutierrez
VP Commercial Banker
PlainsCapital Bank
Commercial Lending is needed
Member for 1 Year
Shelley Mann
Principal/Outsourced VP Sales
Strategic Sales Advisors LLC
Sales is a problem and you don't know how to fix it
New Member
Brad Wheeless
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.
Member for 2 Years
Rob Rodriguez, CCIM, MBA of Verde Commercial Real Estate Group LLC is a member of XPX San Antonio
Rob Rodriguez, CCIM, MBA
Broker & Managing Partner
Verde Commercial Real Estate Group LLC
Matters related to Commercial Real Estate or Business Brokerage
Member for 1 Year
Jason Brown
Managing Partner
PGP Advisory
You or a client needs advise on how best to sell or acquire a business.
Member for 1 Year
Melinda Adams of M&T Financial Partners is a member of XPX San Antonio
Melinda Adams
Financial Planner
M&T Financial Partners
Your client needs guidance on business progression or exit planning in the area of financial planning
New Member
John Seybold of Employer Flexible is a member of XPX San Antonio
John C Seybold
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.
Member for 3 Years
Nathan A. Doty
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.
New Member
Jerry Mathis of M A R INSURANCE GROUP is a member of XPX San Antonio
Jerry Mathis
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.
Member for 5 Years
Steven Hutson
Commercial Account Manager
First American Title National Commercial Services
Business hours.
Member for 1 Year
Kelly Shy of JDSM Enterprises, Inc. is a member of XPX San Antonio
Kelly A Shy
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
Member for 4 Years
Kevin Shaughnessy of Sales Implementation LLC DBA Sales Xceleration is a member of XPX San Antonio
Kevin Shaughnessy
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.
Member for 5 Years
Tom Jordan of EXodus/CompLink LLC is a member of XPX San Antonio
Tom J Jordan
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.
New Member
Matthew Delgado of Broadway Bank is a member of XPX San Antonio
Matthew Delgado
Broadway Bank
Please call me before your exit is forced upon you without a plan, by circumstances out of your control.
Member for 5 Years
John Dini of The Exit Planning Coach is a member of XPX San Antonio
John F Dini
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.
Member for 6 Years
Steven Bankler of Steven Bankler, CPA, Ltd. is a member of XPX San Antonio
Steven Bankler
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!
Member for 5 Years
Brad Wilson of Valcor CRE is a member of XPX San Antonio
Brad Wilson
Senior Associate
Valcor CRE
You need help with your business space / property (buy, sell, lease, develop)
New Member
Mitchell Byrum
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.
Member for 2 Years
Ron Ondechek of South Highland Ventures LLC is a member of XPX San Antonio
Ron Ondechek
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.
Member for 1 Year
Michael Gugliotti
Senior Sales Executive
You need help solving problems in HR, Benefits, Payroll or Risk Management.
New Member
Daniel Lasater of PNC is a member of XPX San Antonio
Daniel Lasater
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.
Member for 5 Years
Jorge Herrera of Jorge Herrera CPA CIA PC is a member of XPX San Antonio
Jorge Herrera
Jorge Herrera CPA CIA PC
You want to increase your profits and manage your business stress!
Member for 5 Years
SHANN CHAUDHRY of Shann M. Chaudhry ESQ Attorney At Law PLLC is a member of XPX San Antonio
Owner and Managing Partner
Shann M. Chaudhry ESQ Attorney At Law PLLC
You are looking to plan for the future and protect your assets.
Member for 3 Years
Leslie L Rossmeier
OpTech Gente Inc dba OpTech Staffing
You Need HR Consulting & Talent to Hire
New Member

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