Members

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 36 Members
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Angel Salinas
CEO
Sandler Training San Antonio
Sandler Training offer sales development services to companies through: sales training, sales management coaching and sales consulting.
Member for 2 years
Steve Dziuk, CFP, CRPC of Mesquite Wealth Management Group is a member of XPX San Antonio
Steve Dziuk, CFP, CRPC
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.
Member for 2 years
Tom Jordan of EXodus/CompLink LLC is a member of XPX San Antonio
Tom 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.
Member for 2 years
SHANN CHAUDHRY of Shann M. Chaudhry ESQ Attorney At Law PLLC is a member of XPX San Antonio
SHANN CHAUDHRY
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 4 years
Rollins Rubsamen
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.
Member for 1 year
Gerald (Jerry) Brown of RSI & Associates, Inc. is a member of XPX San Antonio
Gerald (Jerry) Brown
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.
Member for 6 years
Mark Goldman
Founder
MGR Accounting Recruiters
Successors are needed in an accounting firm, or as financial professionals for new ownership
Member for 3 years
David Cohn
Managing Director
Steward Partners
You are working with a business owner who needs comprehensive wealth planning related to the sale of their business.
Member for 10 months
Ryan Reiffert
Principal
Law Offices of Ryan Reiffert, PLLC
You need a skilled transactional attorney
Member for 3 years
Kelly Shy of JDSM Enterprises, Inc. is a member of XPX San Antonio
Kelly 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 6 years
Jamie Gutierrez
VP Commercial Banker
PlainsCapital Bank
Commercial Lending is needed
Member for 2 years
Shirley Bennett
Owner
Barrett, Cooper & Assoc. PC
9am - 5pm Monday thru Friday
Member for 4 years
David Gray
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
Member for 1 year
Timothy Geppert of Central Texas CFOs LLC is a member of XPX San Antonio
Timothy Geppert
Partner
Central Texas CFOs LLC
You have a Construction company with an XPX need
Member for 6 years
Mitchell Byrum
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.
Member for 3 years
John Dini of The Exit Planning Coach is a member of XPX San Antonio
John Dini
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.
Member for 8 years
Nathan 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.
Member for 1 year
Glen Yale
President
Yale Law Firm P.C.
you have any question regarding buy-sell agreements, family estate planning, or nonprofit organization issues.
Member for 7 years
John Seybold of Employer Flexible is a member of XPX San Antonio
John 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 4 years
Kevin Shaughnessy of Sales Implementation LLC DBA Sales Xceleration is a member of XPX San Antonio
Kevin Shaughnessy
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.
Member for 7 years
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James Rosenblatt
Mr.
Rosenblatt Law Firm
your business needs legal help.
Member for 4 years
Lisa Mochel of Lone Star Capital Bank is a member of XPX San Antonio
Lisa Mochel
Senior Vice President
Lone Star Capital Bank
8:00 a.m. - 5:00 p.m. Monday-Friday
Member for 4 years
Shelley Mann
Principal/Outsourced VP Sales
Strategic Sales Advisors LLC
Sales is a problem and you don't know how to fix it
Member for 2 years
Jorge Herrera of Jorge Herrera CPA CIA PC is a member of XPX San Antonio
Jorge Herrera
CPA
Jorge Herrera CPA CIA PC
You want to increase your profits and manage your business stress!
Member for 7 years
Joshua Amparan of New York Life is a member of XPX San Antonio
Joshua Amparan
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.
Member for 11 months

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