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  • Exit Planning Exchange
Exit Planning Exchange
Jan
29

XPX Miami Presents: “DEALS & DRINKS”

Details

Date & Time

Thu, Jan 29th, 2026 ⋅ 5:00pm - 6:30pm (EDT)

Location

The Biltmore Bar | 1200 Anastasia Ave. |Coral Gables, FL 33134

Tickets

Miami Members
$45.00
Miami Members Same Day Fee
$55.00
Non-Members
$65.00
Non-Members Same Day Fee
$75.00
Guests

Registrants

11 people attended
Joe Fernandez of Fendz Asset Management, Inc. is a member of XPX Miami
Neil Verdeja of Hotaling Insurance Services is a member of XPX Miami
NC
MS
PK
+6

A Social Gathering for Exit-Focused Advisors in the Lower Middle Market


XPX Miami invites you to Deals & Drinks—a relaxed, high-quality networking evening designed for professionals who support business owners navigating exits in the lower middle market.

This is not a panel.
This is not a pitch fest.
This is where real relationships form.


Event Format:

  • Casual cocktail hour in an intimate setting
  • No speakers. No presentations. No sales decks
  • Brief XPX values reminder at kickoff to set the tone


Who Should Attend:

Professionals actively advising business owners on exits, including:

  • M&A advisors and investment bankers
  • Attorneys (corporate, tax, estate, deal counsel)
  • CPAs and transaction-focused accountants
  • Wealth managers and private bankers
  • Family office and exit-planning specialists


Registration Fees:

XPX Miami Members: $45.00
XPX Miami Members Same Day: $55.00 

Non-Members: $65.00
Non-Members Same Day: $75.00

Covers drinks only.


Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.

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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Joe Fernandez of Fendz Asset Management, Inc. is a member of XPX Miami
Joe Fernandez
Fendz Asset Management, Inc.
Neil Verdeja of Hotaling Insurance Services is a member of XPX Miami
Neil Verdeja
Hotaling Insurance Services
NC
Nando Costa
JPMORGAN PRIVATE BANK
MS
Laura Dobrzanski
Omniangle Technologies
PK
Pearce Klevan
Merrill
Kevin Krisowaty of Bernstein Private Wealth Management is a member of XPX Miami
Kevin Krisowaty
Bernstein Private Wealth Management
GV
Gabriel Valdes
Sidley Austin LLP
RM
Robert Marshall
TMP Cost Segregation
Jesus Gonzalez of Jagzen Group, LLC is a member of XPX Miami
Jesus Gonzalez
Jagzen Group, LLC
AR
Ariel Ramos
Capital One
AP
Antonio Prado
Platinum Business Solutions