Put The Power of XPX Membership to Work For You - and Your Clients

The Exit Planning Exchange –  XPX South Florida Chapter is a local nonprofit association of diverse professional advisors collaborating to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities.

XPX Chapters

Welcome to XPX South Florida

Welcome to the Exit Planning Exchange – XPX South Florida! We are actively developing our Chapter. Click to apply here as a Member.

Please contact Rana Gorzeck at (561) 835-2111or Erik Perlman at (561) 393-4586 for more information.

About XPX

XPX is a multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. Private company transitions require a broad view of the entire life cycle of a private company including:

  • Business value growth
  • Business value transfer
  • Owner life and legacy

Our community includes advisors and owners in all stages of this process. Our members have specific areas of expertise as well as a holistic understanding of the breadth of challenges an owner faces throughout the stages of the private company life cycle. This helps XPX members to work in the best interest of their clients.

We have a clear set of shared principles for advisor excellence. Each of the 12 professions involved in XPX has specific ethics and practice guidelines. Our members take this a step further, adhering to a set of principles that guide collaboration and long term thinking (see our five Advisor Principles)

We are unique in that we are the only open advisor network in the private company/business value transfer market. This means that we do not advocate a single approach or vendor. Instead, we endeavor to be a place where all advisors, owners and vendors can interact and collaborate.

Each XPX Chapter is a locally-controlled non-profit organized by national and regional leaders in the private company market. The first XPX chapter was launched in Boston in 2007. Today, we have Chapters across the U.S..

The Chapters are supported by XPX Global, an entity that provides capital, intellectual property and administrative support to Chapter operations. This model takes care of the administrative tasks that are the bane of the boards of most professional organizations. It leaves to the Chapters the key tasks of events, membership and sponsorship—the most visible and high value activities for volunteers interested in an increased profile in the private company market.

Want to learn more? Contact one of our Chapter Leaders or download our XPX South Florida One Sheet.

Advisor Professions

Accountants

Attorneys

Bankers

Coaches

Consultants

Insurance Providers

Investors

M&A Intermediaries

Non-Profits

Valuators

Virtual managers

Wealth Planners

Get the Latest News

The Latest News – XPX South Florida

Latest – XPX South Florida

Cheryl Centeno of XPX Global is a member of XPX

Program produced by XPX South Florida. Join XPX South Florida for the fourth installment of our 2022 exciting, in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers will discuss the exit planning strategies to be employed by a model middle market software development company with $50 million in annual revenues. In this fourth…

Cheryl Centeno of XPX Global is a member of XPX

Program produced by XPX South Florida. Please join XPX South Florida for the third installment of our 2022 exciting, in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers will discuss the exit planning strategies to be employed by a model middle market software development company with $50 million in annual revenues. In this…

Cheryl Centeno of XPX Global is a member of XPX

Program produced by XPX South Florida. This is the second installment of our 2022 in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers discuss the exit planning strategies to be employed by a middle market software development company with $50 million in annual revenues. In this second session, we focus on calculation and enhancement of…

Cheryl Centeno of XPX Global is a member of XPX

Program produced by XPX South Florida. This is our second installment of our 2022 in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers will discuss the exit planning strategies to be employed by a middle market software development company with $50 million in annual revenues. In this second session, we will be focusing on calculation…

Jeffrey Hogue of UBS Financial Services Inc. is a member of XPX South Florida

The foundation of our practice has always been centered around four guiding principles: access, advice, guidance and service. Today we are excited to announce our expanded team, SageView Partners. Our partnership will not only enhance our resources, but also enrich the experience we offer our clients every day. We are confident our new collaboration will help…

Michael DeSiato of Cherry Bekaert LLP is a member of XPX South Florida

In this book I focus on the often used exit plan for mid-sized companies that because of their size and sophistication or the owner’s personal preferences, are not good candidates for an outside third party sale. This path is called the “insider Transfer”, where the buyers are the key employees of the business. If planned…

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Upcoming Chapter Events

17
Aug
Wed, Aug 17th, 2022 5:00pm (EDT)
The Yardhouse – Mizner Park Boca Raton, FL
24
Aug
Wed, Aug 24th, 2022 10:50am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
01
Sep
15
Sep
Thu, Sep 15th, 2022 5:00pm (EDT)
TBD
19
Oct
Wed, Oct 19th, 2022 5:00pm (EDT)
TBD

Our Members

Senior Vice President - Wealth Management, Wealth Advisor, Portfolio Manager
UBS Financial Services Inc.
Ms
Susan Commander Samakow Coaching, LLC
Sr. VP
UBS Private Wealth Management
Attorney/Partner
Weiss Serota Helfman Cole + Bierman
Vice-President
Osage Advisors, LLC

Why I'm an XPX Member