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

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Founding Sponsors

Annual Sponsors

Community

Upcoming Chapter Events

28
Sep
Wed, Sep 28th, 2022 10:50am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
01
Oct
Sat, Oct 1st, 2022 (EDT)
Your Group Leader Will Reach Out to Set a Date / Time to meet
01
Oct
Sat, Oct 1st, 2022 (EDT)
YOUR GROUP LEADER WILL REACH OUT TO SET A DATE / TIME
20
Oct
Thu, Oct 20th, 2022 12:00pm (EDT)
The offices of Weiss Serota, 2255 Glades Road, Suite 200-E, Boca Raton Florida 33431
15
Dec
Thu, Dec 15th, 2022 8:00am (EDT)
TBD

Our Members

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

Why I'm an XPX Member