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

The Exit Planning Exchange –  XPX South Florida Chapter is a community of trusted advisors that collaborate 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 Michael Schiff at (561) 900-0348 Erik Perlman at (561) 393-4586 or  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

Program produced by XPX South Florida. This is XPX South Florida’s final installment of a six-part “Lunch and Learn” series where they explore the exit planning strategies to be employed by a middle market company from the attorney’s perspective. Featured are three seasoned attorneys from South Florida who describe the various obstacles they have overcome…

The topics of Timing and Preparing to Sell a Business have come up in recent conversations. Below is an actual email I sent to a business owner that might be helpful as you communicate with prospective clients. This was sent as a follow-up to our meeting (identifying info removed). “One additional thought to consider as…

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Chapter Events

Virtual access
Wed, Feb 1st, 2023 ⋅ 12:00am - 11:30pm (EST)
Thu, Feb 23rd, 2023 ⋅ 5:00pm - 6:30pm (EST)
Thu, Mar 23rd, 2023 ⋅ 5:00pm - 6:30pm (EST)
Thu, Apr 20th, 2023 ⋅ 5:00pm - 6:30pm (EST)

Sponsors

Community

Upcoming Chapter Events

01
Feb
Virtual access
Wed, Feb 1st, 2023 ⋅ 12:00am - 11:30pm (EST)
YOUR GROUP LEADER WILL REACH OUT TO SET A DATE / TIME
09
Feb
Virtual access
Thu, Feb 9th, 2023 ⋅ 10:00am - 11:00am (EST)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
13
Feb
Virtual access
Mon, Feb 13th, 2023 ⋅ 1:00pm - 2:00pm (EST)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
23
Feb
Thu, Feb 23rd, 2023 ⋅ 5:00pm - 6:30pm (EST)
The Blue Dog, Town Center Mall - 6000 Glades Road, Boca Raton, FL 33431 (On the Glades side of the mall)
23
Mar
Thu, Mar 23rd, 2023 ⋅ 5:00pm - 6:30pm (EST)
TBD
20
Apr
Thu, Apr 20th, 2023 ⋅ 5:00pm - 6:30pm (EST)
TBD (Miami/Ft Lauderdale)

Our Members

Vice-President
Osage Advisors, LLC
CEO
Impact Business Builders
SVP, Relationship Manager
Bank of America
Principal
Growth Capital Advisors
Attorney/Partner
Weiss Serota Helfman Cole + Bierman

Why I'm an XPX Member