XPX San Antonio – Attendees – Exit Planning Exchange

2023 Summit

Navigating Detours on the Road to Success

Location

The Club at Sonterra

Date

Thursday, September 21st, 2023

Advisor Directory

Get to know the advisors from XPX attending this year's Summit - Click on an advisor's name to contact them now.

Melinda Adams

M&T Financial Partners

Steven Bankler

Steven Bankler, CPA, Ltd.

Will Bateman

Blake Brather

The Bank of San Antonio (Texas Partners Bank)

Gerald Brown

RSI & Associates, Inc.

Mitchell Byrum

S. Harris Financial Group, LLC.

Erik Carrington

Hancock Whitney

David Cohn

Steward Partners

Colonel Mike Conner

Nelson Nash Institute

Thomas Cuthbert

Cuthbert Capital Inc.

Brian Daley

Hanna Dawson

Matthew Delgado

John F Dini

The Exit Planning Coach

Will Duke

Duke Coaching & Consulting

Steve Dziuk, CFP, CRPC

Mesquite Wealth Management Group

Michael Edwards

Precision Financial Insights

Kim Ford

Mark Goldman

4610 Enterprises

Wayne A Gordon

Glaucon Capital Partners

Teryn Grater

ATKG Advisors, LLC

Steve Griffith

Sales Builders Texas

Carlos F Guevara

VR Business Brokers San Antonio TX

Jamie Gutierrez

PlainsCapital Bank

Eric Harrison

Jorge Herrera

Jorge Herrera CPA CIA PC

Melanie Kirk

ATKG Advisors, LLC

Robert Latham

IBG Business / Altapraem M&A Advisors

Nicholas Lewis

The Lewis Group

Barrett Lidji

Northaven Capital Partners

Harry Looknanan

Ray Mackrell

Shelley Mann

Strategic Sales Advisors LLC

Ryan Mays

Mays Family Enterprises

Chad McNair

McNair Java Partners, LLC

Chad McNair

McNair Java Partners, LLC

Vinh Nguyen

Stephen Oliver

Gethsemane Partners

Ron Ondechek

South Highland Ventures LLC

Liz Papagni

Marketing Initiative Worx, Inc.

Julio Pinet

Bianca Rhodes

Knight Aerospace

Nathan Rizzo

James D. Rosenblatt

Rosenblatt Law Firm

Angel Salinas

Sandler Training San Antonio

Garry Scheuffler

Wealth Partners Alliance

John C Seybold

Employer Flexible

Rick Soat

Mona Tawil Helmy

Helmy Associates

Teresa Villanueva

John H. Walker

Brad Wheeless

Texas Research & Technology Foundation

Zach Whitt

Trailhead Partners

Brad Wilson

Dan Yoxall

San Antonio Manufacturers Association

San Antonio Summit

See & Be Seen!

Contact & Connect

Chapter Events

XPX San Antonio: Perspectives from the Field: Prepping for the Corporate Transparency Act and Understanding Valuation Principles

Wed, Oct 25^th, 2023 ⋅ 7:30am - 9:00am (CDT)

XPX San Antonio: Sale through Conversion to Partnership Tax Status and Issuance of Profits Interests

Thu, Nov 16^th, 2023 ⋅ 7:30am - 9:00am (CDT)

More Events

For even more opportunities to connect with XPX Members check out our Cross-Chapter events.

Summit Sponsors

Platinum

<img width="1024" height="1024" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Rosenblatt-Law-Firm-logo-1024x1024.png" class="attachment-large size-large" alt="James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Rosenblatt-Law-Firm-logo-1024x1024.png 1024w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Rosenblatt-Law-Firm-logo-300x300.png 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Rosenblatt-Law-Firm-logo-150x150.png 150w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Rosenblatt-Law-Firm-logo-100x100.png 100w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Rosenblatt-Law-Firm-logo-64x64.png 64w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Rosenblatt-Law-Firm-logo-26x26.png 26w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Rosenblatt-Law-Firm-logo-200x200.png 200w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Rosenblatt-Law-Firm-logo-60x60.png 60w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Rosenblatt-Law-Firm-logo-90x90.png 90w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Rosenblatt-Law-Firm-logo-140x140.png 140w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Rosenblatt-Law-Firm-logo.png 1280w" sizes="(max-width: 1024px) 100vw, 1024px" />

<img width="700" height="140" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Steven-Bankler-CPA-Ltd.-logo.jpg" class="attachment-large size-large" alt="Steven Bankler of Steven Bankler, CPA, Ltd. is a member of XPX San Antonio" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Steven-Bankler-CPA-Ltd.-logo.jpg 700w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Steven-Bankler-CPA-Ltd.-logo-300x60.jpg 300w" sizes="(max-width: 700px) 100vw, 700px" />

Gold

John Seybold of Employer Flexible is a member of XPX San Antonio

<img width="278" height="80" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Employer-Flexible.jpg" class="attachment-large size-large" alt="John Seybold of Employer Flexible is a member of XPX San Antonio" decoding="async" loading="lazy" />

<img width="221" height="72" src="https://www.exitplanningexchange.com/wp-content/uploads/2023/07/ibg-business-logo.jpg" class="attachment-large size-large" alt="Robert Latham of IBG Business / Altapraem M&A Advisors is a member of XPX San Antonio" decoding="async" loading="lazy" />

Hancock Whitney of Hancock Whitney is a member of XPX San Antonio

<img width="1024" height="1024" src="https://www.exitplanningexchange.com/wp-content/uploads/2023/08/HW_Logos_FINAL_Full_Color-1024x1024.jpg" class="attachment-large size-large" alt="Hancock Whitney of Hancock Whitney is a member of XPX San Antonio" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2023/08/HW_Logos_FINAL_Full_Color-1024x1024.jpg 1024w, https://www.exitplanningexchange.com/wp-content/uploads/2023/08/HW_Logos_FINAL_Full_Color-300x300.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2023/08/HW_Logos_FINAL_Full_Color-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2023/08/HW_Logos_FINAL_Full_Color-100x100.jpg 100w, https://www.exitplanningexchange.com/wp-content/uploads/2023/08/HW_Logos_FINAL_Full_Color-64x64.jpg 64w, https://www.exitplanningexchange.com/wp-content/uploads/2023/08/HW_Logos_FINAL_Full_Color-26x26.jpg 26w, https://www.exitplanningexchange.com/wp-content/uploads/2023/08/HW_Logos_FINAL_Full_Color-200x200.jpg 200w, https://www.exitplanningexchange.com/wp-content/uploads/2023/08/HW_Logos_FINAL_Full_Color-60x60.jpg 60w, https://www.exitplanningexchange.com/wp-content/uploads/2023/08/HW_Logos_FINAL_Full_Color-250x250.jpg 250w" sizes="(max-width: 1024px) 100vw, 1024px" />

<img width="350" height="163" src="https://www.exitplanningexchange.com/wp-content/uploads/2023/06/vistage-logo.jpg" class="attachment-large size-large" alt="Vistage is a member of XPX San Antonio" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2023/06/vistage-logo.jpg 350w, https://www.exitplanningexchange.com/wp-content/uploads/2023/06/vistage-logo-300x140.jpg 300w" sizes="(max-width: 350px) 100vw, 350px" />

Silver

<img width="774" height="447" src="https://www.exitplanningexchange.com/wp-content/uploads/2023/06/SCG-Logo.png" class="attachment-large size-large" alt="Sales San Antonio, LLC is a member of XPX San Antonio" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2023/06/SCG-Logo.png 774w, https://www.exitplanningexchange.com/wp-content/uploads/2023/06/SCG-Logo-300x173.png 300w" sizes="(max-width: 774px) 100vw, 774px" />

<img width="1024" height="733" src="https://www.exitplanningexchange.com/wp-content/uploads/2023/06/Color-Logo-3-Line-White-Background-1024x733.jpg" class="attachment-large size-large" alt="Jamie Gutierrez of PlainsCapital Bank is a member of XPX San Antonio" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2023/06/Color-Logo-3-Line-White-Background-1024x733.jpg 1024w, https://www.exitplanningexchange.com/wp-content/uploads/2023/06/Color-Logo-3-Line-White-Background-300x215.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2023/06/Color-Logo-3-Line-White-Background.jpg 1291w" sizes="(max-width: 1024px) 100vw, 1024px" />

Nathan Doty of PNC Private Bank is a member of XPX San Antonio

<img width="1024" height="190" src="https://www.exitplanningexchange.com/wp-content/uploads/2023/08/pnc_bank_rgb-1-1024x190.jpg" class="attachment-large size-large" alt="Nathan Doty of PNC Private Bank is a member of XPX San Antonio" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2023/08/pnc_bank_rgb-1-1024x190.jpg 1024w, https://www.exitplanningexchange.com/wp-content/uploads/2023/08/pnc_bank_rgb-1-300x56.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2023/08/pnc_bank_rgb-1.jpg 2025w" sizes="(max-width: 1024px) 100vw, 1024px" />

Angel Salinas of Sandler Training San Antonio is a member of XPX San Antonio

<img width="180" height="180" src="https://www.exitplanningexchange.com/wp-content/uploads/2023/08/Sandler-Training.jpg" class="attachment-large size-large" alt="Angel Salinas of Sandler Training San Antonio is a member of XPX San Antonio" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2023/08/Sandler-Training.jpg 180w, https://www.exitplanningexchange.com/wp-content/uploads/2023/08/Sandler-Training-150x150.jpg 150w, https://www.exitplanningexchange.com/wp-content/uploads/2023/08/Sandler-Training-100x100.jpg 100w, https://www.exitplanningexchange.com/wp-content/uploads/2023/08/Sandler-Training-64x64.jpg 64w, https://www.exitplanningexchange.com/wp-content/uploads/2023/08/Sandler-Training-26x26.jpg 26w, https://www.exitplanningexchange.com/wp-content/uploads/2023/08/Sandler-Training-60x60.jpg 60w" sizes="(max-width: 180px) 100vw, 180px" />

Bronze

<img width="600" height="360" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/theKFORDgroup-logo.jpg" class="attachment-large size-large" alt="Kim Ford of theKFORDgroup is a member of XPX San Antonio" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/theKFORDgroup-logo.jpg 600w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/theKFORDgroup-logo-300x180.jpg 300w" sizes="(max-width: 600px) 100vw, 600px" />

Ron Ondechek of South Highland Ventures LLC is a member of XPX San Antonio

<img width="1024" height="350" src="https://www.exitplanningexchange.com/wp-content/uploads/2022/06/SHV_Horizonatal_Gold_Large-HD-1-1-1024x350.png" class="attachment-large size-large" alt="Ron Ondechek of South Highland Ventures LLC is a member of XPX San Antonio" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2022/06/SHV_Horizonatal_Gold_Large-HD-1-1-1024x350.png 1024w, https://www.exitplanningexchange.com/wp-content/uploads/2022/06/SHV_Horizonatal_Gold_Large-HD-1-1-300x102.png 300w, https://www.exitplanningexchange.com/wp-content/uploads/2022/06/SHV_Horizonatal_Gold_Large-HD-1-1.png 1195w" sizes="(max-width: 1024px) 100vw, 1024px" />

<img width="1024" height="284" src="https://www.exitplanningexchange.com/wp-content/uploads/2023/07/vr-color-logo-Business-Brokers-1024x284.jpg" class="attachment-large size-large" alt="Carlos Guevara of VR Business Brokers San Antonio TX is a member of XPX San Antonio" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2023/07/vr-color-logo-Business-Brokers-1024x284.jpg 1024w, https://www.exitplanningexchange.com/wp-content/uploads/2023/07/vr-color-logo-Business-Brokers-300x83.jpg 300w" sizes="(max-width: 1024px) 100vw, 1024px" />

<img width="1024" height="363" src="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/Coach-logo-1024x363.png" class="attachment-large size-large" alt="John Dini of The Exit Planning Coach is a member of XPX San Antonio" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/Coach-logo-1024x363.png 1024w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/Coach-logo-300x106.png 300w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/Coach-logo.png 1199w" sizes="(max-width: 1024px) 100vw, 1024px" />

<img width="1024" height="553" src="https://www.exitplanningexchange.com/wp-content/uploads/2022/06/BOSA_TPB_logo_RGB-1024x553.png" class="attachment-large size-large" alt="" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2022/06/BOSA_TPB_logo_RGB-1024x553.png 1024w, https://www.exitplanningexchange.com/wp-content/uploads/2022/06/BOSA_TPB_logo_RGB-300x162.png 300w" sizes="(max-width: 1024px) 100vw, 1024px" />

is a member of XPX San Antonio

<img width="325" height="114" src="https://www.exitplanningexchange.com/wp-content/uploads/2023/09/jdsm.png" class="attachment-large size-large" alt="is a member of XPX San Antonio" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2023/09/jdsm.png 325w, https://www.exitplanningexchange.com/wp-content/uploads/2023/09/jdsm-300x105.png 300w" sizes="(max-width: 325px) 100vw, 325px" />

Media

<img width="945" height="294" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/San-Antonio-Business-Journal-Logo.png" class="attachment-large size-large" alt="Jimmy Holmes of San Antonio Business Journal is a member of XPX San Antonio" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/San-Antonio-Business-Journal-Logo.png 945w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/San-Antonio-Business-Journal-Logo-300x93.png 300w" sizes="(max-width: 945px) 100vw, 945px" />

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