A Wealth of Learning Opportunities – and Resources – at Your Fingertips
Knowledge is power. Imagine what you could do with 24-hour access to a powerful learning community to help you stay up to date with the latest trends, insights, news, and best practices to share with your valued clients. XPX’s exclusive Knowledge Exchange is the one place where you can exchange knowledge with some of the industry’s most successful professionals with expertise in a wide variety of areas. Here are recent posts from our chapter activities and members:
News & Posts
We can’t wait for you to experience the cleaner, brighter and more user-friendly feel of our new platform! The site…
Aug. 20, 2021
Program produced by XPX San Antonio. Overcoming Operational Challenges This presentation will focus on how businesses overcome common problems that…
May. 27, 2021
Program produced by XPX San Antonio Growing Pains: Guiding Our Clients Through Common Challenges Arising in Established and Expanding Businesses….
Apr. 19, 2021
Program produced by XPX San Antonio. Start up and growth cycle: top 10 most expensive mistakes in forming and operating…
Mar. 17, 2021
Program produced by XPX San Antonio. Exit Planning Roadmap & Roles of Exit Planning Team Members Exit planning requires a…
Jan. 26, 2021
Program produced by XPX San Antonio. Year-end Planning from a Human Resources Perspective Our Speaker: John Seybold – SPHR, SHRM-SCP,…
Dec. 18, 2020
Program produced by XPX San Antonio. Year-end Planning from a Tax Perspective Our Speaker: Kimberly C. Ford – President, theKFORDgroup…
Dec. 17, 2020
Chapter Events
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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!
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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.
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You need a business valuation or forensic accounting to assist you in making critical financial decisions
Please call me before your exit is forced upon you without a plan, by circumstances out of your control.
Individuals, Businesses, and even non profits,engage us to help identify and manage risks- especially those risks that are unnecessary.
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)
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
Call me if you're in need of a business valuation, feasibility study, exit planning, optimization consulting, and/or litigation support.
8:00 a.m. - 5:00 p.m. Monday-Friday
Successors are needed in an accounting firm, or as financial professionals for new ownership