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The Exit Planning Exchange San Antonio Chapter is a local nonprofit association of advisors who provide professionalism, collaboration and principles to the heart of the middle market. Our members work with business owners in all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy.

XPX provides a unique combination of:

              • ·         RESOURCES
              • ·         RELATIONSHIPS
              • ·         VISIBIILITY 
              • ·         PRINCIPLES


We're just getting started but look forward to creating a vibrant community of advisors to privately-held businesses in the San Antonio area. 

New Association Launch is a Major Success

A new professional organization, the Exit Planning Exchange, had the official launch of its new SanAntonio chapter this morning. Over 70 advisors from the financial, legal and transaction communities were in attendance at the Petroleum Club.

The Exit Planning Exchange, or XPX, is a multispecialty organization for professionals who work with business owners. Unlike most such organizations, it is organized around the clients and the concept of cooperative working groups. Successfully exiting a company is complex, and requires coordination between multiple disciplines.

XPX fills a need by giving advisors an opportunity to better understand the skills of their colleagues, and how each team member’s work impacts the others.

The speaker for the meeting was Michael Girdley, Co-Chair of the Geekdom Fund. Everyone was very excited to learn more about how the infrastructure to support tech start-ups is positively impacting all of San Antonio.

San Antonio Launch Event

XPX San Antonio launched their first event on September 28, 2017 at The Petroleum Club, in San Antonio, Texas. This event was attended by professionals in the San Antonio area who serve the business owner community. The program included speaker Michael Girdley, of the Geekdom Fund.

XPX San Antonio Board Members
Hector Frietze, Daniel Kearns, Jake McCloy, Jill Dietz and John Dini

John Dini, XPX San Antonio President

Summer Program & Networking Event - July 11, 2019

XPX Colleagues and guests enjoy a relax summer networking.  

Guest speaker, Michael Espinoza, Founder of SA Business Calendar shared networking techniques and tips.


If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options. 

Join Now!

Advisor Professions

Our diverse membership includes:




M&A Intermediaries 






Virtual Managers 

Insurance providers

Wealth Planners

View our member directory

Advisor Principles

We are united by shared principles:

  1. Work collaboratively
  2. Put the client first
  3. Think long term
  4. Consider the human angle
  5. Always be learning

Learn more

Chapter Events

Summit Host Sponsor





The most valuable part of my participation with XPX is the education about exit planning that I have received from attending meetings and from all the members. XPX is a very approachable group. Everyone is willing and interested in an exchange of ideas. I especially like the Power of Three which enables you to get to know other members better.

Dick Albu, Albu Consulting LLC

I really enjoy the small group interactions at XPX which is different from other organizations. I have also received an engagement from a XPX member.

Alan Booth, Executive Leadership Advisor

XPX offers excellent content based seminars specifically geared towards professionals focusing on the sale or transition of a business. The diverse topics and membership provide strong networking opportunities. Both the targeted content and diverse membership, focusing on bringing advisors together as a team to help the client, help XPX stand out from other organizations.

Michael Clear, Wiggin and Dana

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