Members

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 49 Members
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Lawrence (Larry) Schumann of Corporate Investment is a member of XPX San Antonio
Lawrence (Larry) W. Schumann
Managing Director
Corporate Investment

Call Me When... the owner of a privately held business begins the process of planning and preparing for their eventual exit from their business, whether it be an inside sale or a sale to a third party.

Member for 6 Years
David Gray
VP and Manager Commercial Lending
United Texas Credit Union

Call Me When... Commercial banking, investment real estate financing, SBA,SBA 504 and USDA guaranteed loans, owner-occupied real estate financing

New Member
The Bank of San Antonio (Texas Partners Bank)

Call Me When...

Member for 4 Years
Brad Wheeless
Managing Director - Community House
Texas Research & Technology Foundation

Call Me When... you have a business to sell and want the new owners to preserve the business name and treat the employees well.

Member for 3 Years
Steve Griffith of Sales Builders Texas is a member of XPX San Antonio
Steve Griffith
President
Sales Builders Texas

Call Me When... Your company or a client needs help with sales. I can help them fix it, build a strategic plan, implement the plan, and coach a sales leader.

Member for 1 Year
Jorge Herrera of Jorge Herrera CPA CIA PC is a member of XPX San Antonio
Jorge Herrera
CPA
Jorge Herrera CPA CIA PC

Call Me When... You want to increase your profits and manage your business stress!

Member for 6 Years
Sales San Antonio, LLC

Call Me When...

New Member
Chuck DeLadurantey of Defined Benefit Partners is a member of XPX San Antonio
Chuck E DeLadurantey
Independant Life Insurance Agent
Defined Benefit Partners

Call Me When... Facilitate use of a Defined Benefit Pension Plan to enhance the buyer's ability to acquire the business and seller to have a smooth exit

New Member
Steven Hutson
Commercial Account Manager
First American Title National Commercial Services

Call Me When... business hours.

Member for 2 Years
Kirk Francis of Financial Life Advisors is a member of XPX San Antonio
Kirk W Francis
CEO & Principal
Financial Life Advisors

Call Me When... you want to know the how your business fits into an overall financial plan: Transferable asset; Lifestyle Asset; or Investment Asset.

Member for 6 Years
David Cohn
Managing Director
Steward Partners

Call Me When... You are working with a business owner who needs comprehensive wealth planning related to the sale of their business.

New Member
Shirley Bennett
Owner
Barrett, Cooper & Assoc. PC

Call Me When... 9am - 5pm Monday thru Friday

Member for 3 Years
Kim Ford of theKFORDgroup is a member of XPX San Antonio
Kim Ford
President
theKFORDgroup

Call Me When... You need a business valuation or forensic accounting to assist you in making critical financial decisions

Member for 6 Years
Tom Jordan of EXodus/CompLink LLC is a member of XPX San Antonio
Tom J Jordan
President and Founder
EXodus/CompLink LLC

Call Me When... 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 1 Year
Nathan A. Doty
Vice President, Relationship Strategist
PNC Private Bank

Call Me When... 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
Matthew Delgado of MidFirst Bank is a member of XPX San Antonio
Matthew Delgado
First Vice President
MidFirst Bank

Call Me When... Please call me before your exit is forced upon you without a plan, by circumstances out of your control.

Member for 6 Years
Timothy Geppert of Central Texas CFOs LLC is a member of XPX San Antonio
Timothy Geppert
Partner
Central Texas CFOs LLC

Call Me When... You have a Construction company with an XPX need

Member for 6 Years
Jason Brown
Managing Partner
PGP Advisory

Call Me When... You or a client needs advise on how best to sell or acquire a business.

Member for 2 Years
Mitchell Byrum
CFP
S. Harris Financial Group, LLC.

Call Me When... 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
Jimmy Holmes
San Antonio Business Journal

Call Me When...

New Member
Tamara N Farris
Group Manager
Comerica Bank

Call Me When... Commercial banking, treasury management, merchant services, wealth planning, asset protection, currency hedging, interest rate derivatives

Member for 2 Years
Robert Latham of IBG Business / Altapraem M&A Advisors is a member of XPX San Antonio
Robert Latham
President, Managing Partner
IBG Business / Altapraem M&A Advisors

Call Me When... We help owners and founders sell their businesses confidentially and for maximum value

Member for 1 Year
Rowe Blount
Client Advisor
C3 Financial Partners

Call Me When... it's convenient for you!

Member for 1 Year
Glen Yale
President
Yale Law Firm P.C.

Call Me When... you have any question regarding buy-sell agreements, family estate planning, or nonprofit organization issues.

Member for 6 Years
Carlos Guevara of VR Business Brokers San Antonio TX is a member of XPX San Antonio
Carlos F Guevara
Partner
VR Business Brokers San Antonio TX

Call Me When... 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 6 Years

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