Giving Back To Our Community
Our leaders demonstrate their dedication to the XPX mission and our local community by pitching in to ensure we have the best people in the room sharing the best content. They are role models for the kind of collaboration and long-term thinking that our members value. Please reach out to any of our leaders to learn how you too can gain visibility and influence as a volunteer for our chapter.
Reorganization team
Our chapter is building a new board and is actively seeking leaders who want to help shape the next phase in the development of our chapter across South Florida.
Leader Directory
Showing 243 Members
Jason Correia
President
CLA
Call me when... you need financial or tax due diligence services (buy-side or sell-side) in conjunction with an M&A transaction, from a reliable, experienced and responsive CPA.
Danielle Kelly
President
Vice President, Charitable Planning Consultant
Fidelity Charitable
Call me when... your client is looking to make a charitable donation in advance of a business exit.
William Rodgers
Secretary Officer Governance Committee Advisory Board
Partner
Tarlow Breed Hart & Rodgers, PC
Dina Wasmer
Communications Chair
President & CMO
Incite Creative
Call me when... you or your clients are in need of CMO or senior marketing leadership help increasing brand value via brand messaging, identity, and/or communicating brand value via qualitative and quantitative analytics and other KPIs.
Mindy Passmore
Programming Co-Chair
Founder
Maximum Possibilities LLC
Call me when... you would like to sell or buy a business
Daniel Kaanana
Treasurer Launch Committee
Assistant Vice President, Corporate Banking
American Savings Bank
Call me when... you have any banking needs (financing, depository, cash management services, etc.)
Christopher Coates
Emerging Professionals Committee Program Committee
Vice President
SES ESOP Strategies
Call me when... you are looking for employee stock ownership plan (ESOP) options for your company.
Diane Johnston
Chair
Senior Vice President – Wealth Management
UBS Financial Services, Inc.
Call me when... You need help navigating complexity and want to pre-experience wealth creation decisions.
Kevin Grady
Governance Chair
Partner
SeatonHill LLP
Call me when... Always available on a no-charge basis to discuss options when significant change is desired or required for either Financial or Operational challenges.
Sarah McIntosh
Launch Committee
BDO/Realtor/Auctioneer
KIKO Auctioneers & Advisors
Call me when... your clients have liquidity needs.
Adam Petricoff
Summit Committee Chair
Managing Partner
VR Mergers & Acquisitions
Call me when... A business owner is considering selling their privately held business and seeking professional representation
Terence Hannafin
Vice President
Managing Director
Carter Morse & Goodrich
Call me when... Shareholders of a family-owned or closely held business are at or approaching a transition point relative to transferring ownership, management and/or control of the business.
Michael Metz
Membership Chair
Commercial Banker
TRUIST (Formerly SunTrust/BB&T)
Call me when... your established business client is dissatisfied with their current bank, or has a financing need over $1MM.
Steve Economou
President Emeritus
Principal
Grassi & Co,
Call me when... Ownership transition, preparing for sale, shareholder buyouts
Joshua French
Summit Co-Chair
Partner
Nutter McClennen & Fish
Call me when... you are ready to raise money or undertake any sort of material transaction and want to understand the process along the way
John Archer
Launch Committee
Tax Partner
RSM US LLP
Call me when... You have a business need with a tax angle, but you don't want the tax tail to wag the dog.
Martin Abo
Treasurer
Certified Public Accountants / Litigation & Forensic Consultants
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC
Call me when... Credible pro-active and not reactive business/financial/tax/financial forensics/ligation support/other dispute resolution service and/or valuations are required
Karen Shapiro
Sponsor Chair Social Media
Principal
Stein Sperling Bennett De Jong Driscoll PC
Call me when... Call when you are planning any business succession or transaction including buying and selling businesses, equity and debt financing transactions, and reorganizations.
Dan Hinde
Launch Committee
Director of Business Development
BACS
Call me when... You need GREAT IT service, Cyber Security or Digital Transformation services.
John Dowd
Sponsorship Chair
Bernstein
Call me when... ....clients are approaching a liquidity event.
Jackie Ghedine
Programming Director
Co-Founder
MGXW Consulting
Call me when... You need to establish leadership philosophy, implement leadership and team development, co-elevate, navigate change management
Elliot Hershik
At-Large
General Manager
Supporting Strategies|Chicago Far West Suburbs
Call me when... The Financial Accounting (Bookkeeping thru Controller) of your organization needs to be improved and you want more clarity.
Jill Braunstein
Tri-State Membership & Sponsorship Chair
Partner
Abrams Fensterman, LLP
Call me when... you need a trusted legal business advisor; advise on M&A, business succession planning, capital raising, employment agreements, equity compensation plans and other general counsel matters.
Meagan Chaffin
Treasurer
Founder & CEO
LUCA Solutions
Call me when... Business owner is ready to sell their business (M&A Intermediary)
Joseph Malot
Launch Committee
Principal
Bernstein
Call me when... A business seller is about to exit within 36 months and needs advice on pre-transaction tax savings and post transaction capital allocation.
Nathan Klatt
President
Managing Director
Rockport Investment Partners
Call me when... Advising business owners on deal/buyout/liquidity event, transfer of shares to family member, and/or issuance of share-based comp to employees
Michael Fox
Membership Chair Launch Committee
Managing Partner
Zorro Capital, LLC
Call me when... When you desire to match small to midsize manufacturing or distribution company owners with up-and-coming entrepreneurs, we provide streamlined and improved methods for owners to transition their businesses to a new generation of business managers.
Jeffrey Berkman
President
Partner
Falcon Rappaport & Berkman PLLC
Call me when... you need a corporate attorney with extensive experience in M&A, business succession, securities law matters, employment incentive plans, outside general counsel services & other business law matters.
John McKee
Director
Principal
Encore Advisory Group
Call me when... Need help managing growth, and exit and transition planning.
Michelle Fritsch
Events Co-Chair
Founder, CEO
Retirement Wellness Strategies
Call me when... exiting leaders need solid guidance for personal health during the transition, after the transition, and new purpose in the next phase.
Lisa Guidry
Director
CEO
ETI Professional Search
Call me when... Executive or Professional Search / Recruiting ; Consulting on Talent Acquisition/ Team and Board Build; Executive Coach
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Marilyn Pillow
Launch Committee
Associate
Rockport Investment Partners
Call me when... you need valuation or M&A support.
Kelvin Dominguez
Launch Committee
Strategy Consultant
Deloitte
Call me when... you want to sell your company, understand the sales process, or valuation of your business
Amanda Kearney-Smith
Launch Committee
Co-Founder and Principal
The Nonprofit Strategy Group
Call me when... you have questions about nonprofit engagement, meaningful gifts, and/or board governance!
Michael Scherer
Launch Committee
Senior Vice President
RCX Capital Group
Call me when... looking for tax-advantaged real estate solutions. This includes 1031 Exchange input, Opportunity Zone input, or solutions that are complementary (i.e. other tax mitigating strategies).
David DeMuth
Membership Co-Chair
Co-Founder & Senior Managing Director
CFO Consulting Partners LLC
Call me when... need financial planning for buy or sell side transactions
Kristin McKenna
Power of 3 Chair
President
Darrow Wealth Management
Call me when... Someone needs help managing/planning for sudden wealth from the sale of their business.
Michael Givner
Emerging Professionals Program Committee
President
IMG Business Advisors
Call me when... We are an M&A firm that specializes in business sales and exit strategies for small business owners with our "sweet spot" being companies with revenues between $5 million to $25 million.
Patti Anderson
At-Large
Vice President-SBA Commercial Banker
First National Bank Small Business Finance
Call me when... You have questions about SBA lending. Happy to talk to colleagues and clients that are either buying a business OR existing businesses looking for expansion capital at any stage of the business cycle.
Arles Taylor
Director
Patent Attorney
Jenkins, Taylor, & Hunt, PA
Call me when... you want to grow or assess your intellectual property portfolio
Donna Sakony
Treasurer Launch Committee
Tax Principal
BDO USA
Call me when... Tax guidance is needed during any stage of the business life cycle. I can help businesses ensure tax compliance, minimize tax liabilities, avoid surprises, and proactively plan to achieve long-term goals.
Alexander Roesner
Membership Chair
Private Wealth Advisor
Black Diamond Financial
Call me when... You have a business owner that is trying to prepare to exit their company / Individual or family in need of complex financial planning / individual with a desire to learn more about private investments
Tyler Cella
Launch Committee
Private Banker
J.P. Morgan
Call me when... You need advice and resources regarding personal strategic planning around the sale, exit, or transfer of a business, pre-liquidity planning, trust and estate planning, and wealth management.
Jack Chang
Sponsorship Chair
Managing Director
DGP Capital
Call me when... You're a business owner, or know of a business owner, that needs an investment bank or M&A firm to manage the entire process of selling/buying a business or obtaining financing.
Al Statz
Launch Committee
M&A Advisor | President
Exit Strategies Group, Inc.
Call me when... The owners of a $5-50M revenue company are contemplating a sale, recapitalization or share transfer.
David Shavzin
Board Member Executive Committee Sponsor Co-Chair
President
The Value Track
Call me when... you want to sell your company, understand the sale process and understand value.
Dan Wilson
Secretary
Managing Partners
Viking Mergers & Acquisitions
Call me when... you have a business owner looking at selling a business with an enterprise value between $1m and $50m.
Shelley Lombardo
Executive Committee
President
Evergreen Advisors
Call me when... Client has a challenge on the Corporate Finance portion of their business.
Mark Diebus
Assistant Treasurer
Senior Vice President
Middlesex Savings Bank
Call me when... A middle-market company or PE firm is in need of $2-$25MM for acquisition or other term debt to fuel growth. Loans, working capital lines, acquisition lines, equipment lines, and owner-occupied RE.
Jack Hendler
Membership Co-Chair
CEO
Avalon Net Worth Group
Call me when... A Company Healthy or Stressed wishes to Sell or Mergeneeds new financing Senior and below.
Steven Bankler
Treasurer
Steven Bankler, CPA, Ltd.
Call me when... We use creative, out of the box thinking to assist clients - We Solve Problems! In addition, Our Job is to put money in your pocket!
Diego Muñoz
Treasurer and Finance Committee Chair
Commercial Realtor
KW Commercial / ThisPropertyAvailable.com
Call me when... Expert guidance is needed in the buying, selling, leasing, investing and/or development of commercial real estate.
Terry Hill
Launch Committee
Partner
BPM LLP
Call me when... A founder is looking to recap or sell their business but hasn't yet invested in an accounting / finance infrastructure that mirrors the sophistication and speed of the investors / buyers with whom they will work diligently to garner interest.