At XPX, learning and networking go hand in hand
XPX South Florida promotes peer learning, networking and visibility for our members, while creating an environment that fosters collaboration on behalf of our clients. Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy.
The Exit Planning Exchange – XPX South Florida chapter holds events throughout the South Florida area. Our association events promote peer learning, networking and visibility for our members in the local private company advisor community. Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy.
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You need an attorney for your Florida legal transactions, including real and personal property, secured financing, mergers and corporate transactions. Strategy, negotiation, due diligence and execution are my strengths.
your company requires structuring and obtaining customized financing and/or capital solutions to meet its objectives, or is interested in securing optimized terms and conditions for its sale through a highly managed process.
You are ready to start to prepare your business for sale for a confidential consultation!
Considering an exit or sale from a business to understand options available and planning techniques to consider for preserving wealth and ongoing growth
A Founder owned business is looking for an investor or exploring a sale of their business.
Strategic Operating and Business Development leader with a track record of increasing revenue, profits and market share growth for technology and financial services providers.
Bronze Sponsors
I help individuals and business develop successful plans to dispose of assets and business interests in a tax efficient manner that will, eventually, protect the inheritance for children and heirs.
You need your Business Insurance quoted whether it's for a new venture or to reducing overhead expenses.
when you need a speaker or panelist, and when you need strategic CFO and CHRO fractional services to help your company grow.
a client has a tax liability. We help Corporations and Individuals Reduce, Eliminate or Defer there taxes. In George the GA Film and LIHTC are great ways to reduce your State liability by 12-17%