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) 842-3000 or Charles Faron at (617) 688-1967 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






Insurance Providers


M&A Intermediaries



Virtual managers

Wealth Planners

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The Latest News – XPX South Florida

Latest – XPX South Florida

Cheryl Centeno of XPX Global is a member of XPX

We can’t wait for you to experience the cleaner, brighter and more user-friendly feel of our new platform! The site is designed to give you and your company greater visibility. Here are three things you should know: Emails from XPX will now come from my.exitplanningexchange.com—please adjust your email settings! Your new profile can have a…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

Program produced by XPX South Florida. Top 10 pitfalls to avoid when selling your business This XPX South Florida program will highlight the top ten most common pitfalls business owners may encounter leading up to and through the sale of their business, from the perspectives of a business owner, broker and sales consultant. We will…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

Program produced by XPX South Florida. Is Now the time to sell? Is the Market Strong? This panel discussion will feature experts that can discuss the state of the market, valuations, what buyers are looking for, and what sellers should consider before they sell. The time between 5:30pm and 6:00pm will be used for breakout sessions…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

Program produced by XPX South Florida. From Olympian to Entrepreneur through Covid Panel discussion with former Olympic swimmer Kara Lynn Joyce – successful entrepreneur whose business pivoted and evolved during COVID. Our speaker will be interviewed by Cejih Yung, sport agent to multiple Olympic athletes and CEO of CG Sports Management Co. Watch this quick video…

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Our Members

Founder and Managing Partner
One Legacy Capital, LLC
Financial Advisor
Evershore Financial Group
First Vice President
IDB Bank
Cole Schotz P.C.

Why I'm an XPX Member