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.
- Special events for members and guests are held bi-monthly.
Upcoming Events
Past Events
Chapter Events
Founding Sponsors
You need help to increase cash flow from operations or external sources, improve profitability, create and implement a sustainable business plan or lay the groundwork for a an exit or transition
Your client is preparing for an exit or would like to start the financial planning process or get a second opinion on their current planning.
Feel free to call me should you or your business need of legal counsel to assist you with a transaction, dispute or day-to-day activities. My team and I can help you grow your business by providing high-level, practical legal advice.
Strategic Operating and Business Development leader with a track record of increasing revenue, profits and market share growth for technology and financial services providers.
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.
I can be of help!
Buying or selling a business
Considering an exit or sale from a business to understand options available and planning techniques to consider for preserving wealth and ongoing growth
You want a better banking relationship,one that is responsive and customer focused. I work with companies to lower expenses, increase efficiencies and identify opportunities for growth.