XPX GLOBAL - Key Persons
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- Chief Operating Officer / Employee Benefit Research Institute
You need valuation of a business or business interest for tax compliance, management planning, financial reporting or litigation support. Company Website XPX Profile
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- Member of the SUMMIT COMMITTEE
- Call Me When
- Tri - State Director at Large
Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
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- Senior Vice President / Morgan Stanley
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- Business Performance Advisor
your business is growing and in hiring mode, you want to develop a strong HR infrastructure, and provide your employees with top-tier resources and benefits to make yourself as attractive an employer as possible Company Website XPX Profile
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- Certified Sandler Training Coach
- Chairman of Committee
- Sales Management Consultant With Sandler San Antonio
- Summit Chair
Angel Salinas is a Sales Management Consultant with Sandler San Antonio. His career started in 1996 leading sales and marketing efforts for companies supplying industrial supplies globally. He lead commercial teams for 12 years and represented companies with global footprint.
Angel has been a certified Sandler Training coach since 2008. He has delivered more than 10,000 hours of sales training throughout his career.
Angel is bilingual, he has a Bachelor 's degree in International Business by Monterrey Tech and completed the Executive Management Program by the IPADE Business School in Monterrey. He is a 7 year Vistage member.
Angel´s core values are: Passion, Faith, Courage, and Making a Difference.
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- Member of the SUMMIT COMMITTEE
- Association Management Administrator
- Chapter Administrator
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- Executive Director / JP Morgan Private Bank
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- Wealth Advisor / Goldman Sachs
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- Financial Advisor / Lighthouse Financial Network, LLC
Call Me When... A business is looking to consider ownership change or set up a retirement plan.
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- Certified Business Performance Advisor
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- Managing Director / 4focus, LLC
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- Senior Private Client Advisor / Texas Capital Bank
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- Director, Digital Marketing & Technology / Three Twenty - One Capital Partners
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- Member of Committee
- Senior Broker, VR Business Brokers
Carlos is a Business Broker and M&A Advisor, he joined VR Business Brokers - San Antonio in 2009 and has completed multiple transactions in many industries. His 25+ years of experience include owning steel fabrication and plastic recycling and injection molding companies, and an air conditioning equipment distribution company.
This broad career gives Carlos the ability to work comfortably as an Intermediary and when needed, assisting business owners through their business exit process. Carlos is a top 10 producer within the VR Business Brokers worldwide system.
Carlos has a degree in Industrial Engineering from ITESM (1995) and is married to his high school sweetheart Estelita. He is a proud parent of three children, and an active member at Holy Trinity Catholic Church.
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- Member of the SUMMIT COMMITTEE
- Director, Operations / Hamilton Robinson Capital Partners
- Fairfield County Member
Call Me When... As the chair of the Corporate Department, I have vast experience advising on both buy and sell side M&A transactions in a variety of industries, including technology, manufacturing, education, healthcare, and professional services
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- Principal / Ennis Legacy Partners
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- Member of the SUMMIT COMMITTEE
- Hartford Member
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- Member of the Summit Committee
- Senior Vice President - Financial Advisor - CIMA® CPWA®
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- Member of the SUMMIT COMMITTEE
- Hartford President
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- Managing Director / MSouth Capital
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- Senior Vice President Middle Market Commercial Banking / TriState Capital Bank
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- Member of the SUMMIT COMMITTEE
- Tri - State Director of DEI
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- President / Founder / Pinnacle Sales
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- Partner / Orman Williams LLP
Call Me When... you want to chat about M&A or raising capital for startups and SaaS companies
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- Trivest Partner
- Director / Ostrow Reisin Berk & Abrams, Ltd.
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- Member of the Summit Committee
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- Director
- Member of the SUMMIT COMMITTEE
- Fairfield County President
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- Manager, Attorney / Venn Law Group
Call Me When... you want legal and tax advice that creatively meets owners' objectives in the growth or transition of the business.
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- Founder / Frameworks Consortium
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- President / Yale Law Firm
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- Member of the Summit Committee
- Founder & Principal / Romero Solutions Group
- Summit Chair, Romero Solutions Group
Call Me When... your family business clients need help with strategic planning, profitability, organizational sustainability, professionalism, operating rhythm effectiveness and unexpected problem solving.
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- Senior Managing Director / Dunn Rush & Co. LLC
Call Me When... when a business owner is interested in considering the sale of their business, wants to how the M&A process works, and how to increase the value of the company between now and a liquidity event.
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- Coach & Trainer, Sandler San Antonio
- Member of Committee
Hector is an award-winning Sandler Coach & Trainer. Hector speaks with hundreds of successful leaders every year who want to achieve consistent sales growth and find the right people. What stalls their growth? Long sales cycles, lack of process, comfort zones, poor prospecting, & client attrition. Hector is a Business Growth Advisor who helps successful organizations and their leaders with 4 different areas.
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- SVP, Wealth Advisor & Trust Officer / Broadway Bank
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- Brand Consultant, Builder, Storyteller
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- Member of the Summit Committee
- Partner
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- Senior Partner / the Founders Group
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- Member of the SUMMIT COMMITTEE
- Tri - State Director of Administration
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- Principal / Encore Advisory Group
Call Me When... You have a business need with a tax angle, but you don't want the tax tail to wag the dog.
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- Managing Director of Commercial Growth / E78 Partners
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- Gift Planning Officer / Community Foundation for Greater Atlanta
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- Member of the Summit Committee
- Partner
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- Director of Development / Community Foundation for Northern Virginia
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- Principal / Stein Sperling Bennett De Jong Driscoll PC
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- Member of the Summit Committee
- Partner, Managing Director of Business Advisory Services / LGA, LLP
Call Me When... You have a client who could benefit by proactively managing their company to minimize financial risk, optimize value, understand their results, be proactively prepared for an eventual exit, and ensure efficient access to debt and equity.
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- Member of the SUMMIT COMMITTEE
- Fairfield County Member
- Partner / Martin LLP
Call Me When... You need legal advice on a corporate or business matter -- such as financing (debt or equity), buying, selling, investing in or operating a business -- or are interested in the federal Opportunity Zones capital gains tax program.
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- Member of the SUMMIT COMMITTEE
- New York President
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- Member of the Summit Committee
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- CEO, Marketing Initiative Worx, Inc
- Member of Committee
Marketing Initiative Worx, Inc., Liz Papagni is a leading brand and marketing thought leader who has
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- Director Business Developmentt Midwest
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- Member of the Summit Committee
- SVP and Regional Manager / Middlesex Savings Bank
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- President, Chief Engagement Officer / FIREPOWER Business Catalyst, LLC
You need to assist owners and key decision makers in defining roles and engaging talent as part of business growth and transition planning. Convert people strengths into business performance.
Link to register. Please indicate that Mark Gross invited you. https://zoom.us/webinar/register/WN_M3HItgtJRS2sCTy_bUWBvw Tuesday, December 5, 2023. 10-11:30 AM Central. Multiple attendees from one firm can attend but in order to receive CPE credits, each one needs to register separately and join on their own separate devices. Take a deep dive into the following topics. PADs. Partial…
You need more than a traditional wealth manager. BIP Wealth is constantly working and consistently innovating to make your money go further.
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- Senior Vice President / Webster Bank
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- Member of Committee
- Senior Commercial Banker and First Vice President, MidFirst Bank
A San Antonio native, he loves making a positive impact on his hometown. Matthew earned his Bachelor of Business Administration in accounting from the University of Texas at San Antonio.
He is actively involved with his church, the food bank, youth sports and nature conservation.
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- Membership
- President / FinArc Investments, Inc.
Call Me When... an entrepreneur needs help managing their investment portfolio and integrating it with other parts of their financial life (e.g. philanthropy, estate, tax, etc.
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- Defined Benefit Partner
- Financial Planner With M & T Financial Partners
- Financial Planner, M & T Financial Partners
- Member of Committee
Melinda Adams loves her dream job as a Financial Planner with M&T Financial Partners. After many years as a corporate executive with IBM & Oracle, as well as owning her own small business, she followed her passion to become a Financial Advisor specializing in designing a roadmap to integrate the vision for their business with achieving their overall life goals. Together, Melinda and her clients create and execute business strategies for sustainable growth, business continuity, and succession planning.
Melinda received a B.S. Degree in Polymer Engineering from USM and an M.B.A with an emphasis in Finance from Auburn University.
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- Defined Benefit Partner
- Senior Sales Executive
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- Member of the SUMMIT COMMITTEE
- Managing Director / the DAK Group
- New Jersey President
You want a seasoned attorney to assist with any franchise related business, be it a franchisor or franchisee. I love helping start-ups!
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- Area President - Carolinas
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- Vice President / Live Oak Bank
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- Sales Xceleration 7 Months ago
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- Member of the Summit Committee
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- Attorney / Volin Employment Law, PLLC
Call Me When... you want to grow as a business, you are transitioning in your career, or you have litigation (and litigation avoidance) needs.
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- Managing Partner / Corbet Capital Advisors
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- Managing Partner and Principle, IBG
- Member of Committee
Bob is the managing partner and principal at IBG's Texas office. Bob offers extensive M&A experience in
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- Managing Member / Cohen CPA Strategies, LLC
A client a starting a business, starting to think about selling or growing their business, or any tax related or financial decisions need to be considered. Company Website XPX Profile
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- Founder of South Highland Ventures LLC
- Managing Director & Founder / South Highland Ventures LLC
- Member of Committee
Ron Ondechek Jr is the Founder of South Highland Ventures LLC, a full-service private equity firm serving investors and growth-oriented companies with a full suite of capital investment, M&A, advisory, and operational services. SHV has built a reputation for its exclusive & off-market deal flow, skill in scaling companies, and expertise in technology adoption. Ron specializes in supporting high growth early stage to middle market companies all the way through to exit and presided over 100 debt and equity transactions as a VC/PE fund manager, investment banker, consultant, and entrepreneur.
Job Titles:
- Member of the SUMMIT COMMITTEE
- Tri - State Administrator
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- Member of the Summit Committee
- President / RS Finance & Consulting, LLC
- RS Finance & Consulting LLC
Call Me When... Call me when you want to sell your company, get a valuation of your company, learn about the sale process or need help making an acquisition.
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- CEO / Legacy CPA Services
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- Private Wealth Advisor / Goldman Sachs
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- Certified Exit Planning Advisor & Financial Planner / Horizon Advisory Group
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- Member of the SUMMIT COMMITTEE
- Tri - State Vice President
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- Member of the SUMMIT COMMITTEE
- Tri - State Member
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- Trivest Partner
- Shareholder / Lavelle Law, Ltd.
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- Franchise Consultant
- Member of Committee
Teri Villanueva was born and raised in San Antonio and graduated from the University of Texas at Austin.
She is currently a Franchise Consultant with FranNet, a franchise consulting firm. As a FranNet Consultant, Teri helps individuals navigate the research and due diligence of owning a franchise and determining which would be the best fit. She likes to say she is a "Business Matchmaker".
Teri is passionate about making a difference and enjoys educating her clients and being a resource for them before and after the sale. On a recent Google review, one of Teri's clients said she was a partner in his discovery process and she is a real star in this space.
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- Member of the SUMMIT COMMITTEE
- Long Island Member
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- Managing Partner / Clavis Capital Partners
Call Me When... A business advisor/consultant or investor needs a disciplined value growth strategy and action plan maximizing the enterprise value of client/portfolio businesses.
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- Trivest Partner
- Senior Vice President - Commercial Finance
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- Member since / Member for 10 Years
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- Member of the Summit Committee
- Partner
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- President / Yale Law Firm