XPX South Florida

Events

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.

Upcoming Events

07

Dec

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Thu, Dec 7^th, 2023 ⋅ 9:50am - 11:00am (EST)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

12

Dec

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Tue, Dec 12^th, 2023 ⋅ 4:50pm - 6:00pm (EST)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

14

Dec

XPX South Florida: Holiday Social with Art tour

Thu, Dec 14^th, 2023 ⋅ 6:00pm - 8:00pm (EST)

NSU Art Museum Fort Lauderdale - 1 E Las Olas Blvd, Fort Lauderdale, FL 33301

20

Dec

Virtual access

XPX - Making the Most of Your Membership

Wed, Dec 20^th, 2023 ⋅ 10:50am - 11:30am (EST)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

16

Jan

XPX South Florida: Charitable Giving in Business Exits

Tue, Jan 16^th, 2024 ⋅ 7:45am - 9:00am (EST)

Raymond James 1 Town Center Road, 10th Floor Boca Raton, FL 33486

12

Feb

XPX South Florida: What We Need To Know About AI

Mon, Feb 12^th, 2024 ⋅ 7:45am - 9:00am (EST)

Raymond James 1 Town Center Road, 10th Floor Boca Raton, FL 33486

13

Mar

XPX South Florida: The Good, The Bad of Selling Your Business

Wed, Mar 13^th, 2024 ⋅ 7:45am - 9:00am (EST)

Raymond James 1 Town Center Road, 10th Floor Boca Raton, FL 33486

17

Apr

XPX South Florida: ESOP or Acquisition

Wed, Apr 17^th, 2024 ⋅ 7:45am - 9:00am (EST)

Raymond James 1 Town Center Road, 10th Floor Boca Raton, FL 33486

15

May

XPX South Florida: Hiring Your Dream Team to Build Business Value

Wed, May 15^th, 2024 ⋅ 7:45am - 9:00am (EST)

Raymond James 1 Town Center Road, 10th Floor Boca Raton, FL 33486

Past Events

Virtual access

XPX - Making the Most of Your Membership

Wed, Nov 22^nd, 2023 ⋅ 10:50am - 11:30am (EST)

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Tue, Nov 14^th, 2023 ⋅ 4:50pm - 6:00pm (EST)

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Thu, Nov 9^th, 2023 ⋅ 9:50am - 11:00am (EST)

Virtual access

XPX - Making the Most of Your Membership

Wed, Oct 25^th, 2023 ⋅ 10:50am - 11:30am (EST)

Virtual access

XPX South Florida: Tax Strategies for High Net Worth Clients (Virtual)

Tue, Oct 24^th, 2023 ⋅ 12:00pm - 1:00pm (EST)

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Tue, Oct 10^th, 2023 ⋅ 4:50pm - 6:00pm (EST)

Contact & Connect

Chapter Events

XPX South Florida: Holiday Social with Art tour

Thu, Dec 14^th, 2023 ⋅ 6:00pm - 8:00pm (EST)

XPX South Florida: Charitable Giving in Business Exits

Tue, Jan 16^th, 2024 ⋅ 7:45am - 9:00am (EST)

XPX South Florida: What We Need To Know About AI

Mon, Feb 12^th, 2024 ⋅ 7:45am - 9:00am (EST)

XPX South Florida: The Good, The Bad of Selling Your Business

Wed, Mar 13^th, 2024 ⋅ 7:45am - 9:00am (EST)

More Events

For even more opportunities to connect with XPX Members check out our Cross-Chapter events.

Annual Sponsors

<img loading="lazy" loading="lazy" width="303" height="53" src="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/kf.jpg" class="attachment-large size-large" alt="Michael Schiff of Klingenstein Fields Advisors is a member of XPX South Florida" loading="lazy" decoding="async" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2022/08/kf.jpg 303w, https://www.exitplanningexchange.com/wp-content/uploads/2022/08/kf-300x52.jpg 300w" sizes="(max-width: 303px) 100vw, 303px" />

Hy Vaupen of Vaupen Financial Advisors, LLC is a member of XPX South Florida

<img loading="lazy" loading="lazy" width="805" height="603" src="https://www.exitplanningexchange.com/wp-content/uploads/2022/01/VFA-logo_high-res.jpg" class="attachment-large size-large" alt="Hy Vaupen of Vaupen Financial Advisors, LLC is a member of XPX South Florida" loading="lazy" decoding="async" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2022/01/VFA-logo_high-res.jpg 805w, https://www.exitplanningexchange.com/wp-content/uploads/2022/01/VFA-logo_high-res-300x225.jpg 300w" sizes="(max-width: 805px) 100vw, 805px" />

Robert Crapsey of Trivest Partners is a member of XPX South Florida

<img loading="lazy" loading="lazy" width="1024" height="339" src="https://www.exitplanningexchange.com/wp-content/uploads/2023/02/trivest_2c_vc_tag-1024x339.png" class="attachment-large size-large" alt="Robert Crapsey of Trivest Partners is a member of XPX South Florida" loading="lazy" decoding="async" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2023/02/trivest_2c_vc_tag-1024x339.png 1024w, https://www.exitplanningexchange.com/wp-content/uploads/2023/02/trivest_2c_vc_tag-300x99.png 300w, https://www.exitplanningexchange.com/wp-content/uploads/2023/02/trivest_2c_vc_tag.png 1587w" sizes="(max-width: 1024px) 100vw, 1024px" />

<img loading="lazy" loading="lazy" width="1024" height="206" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/OSAGE-logo-tag-including-M-and-A-1024x206.jpg" class="attachment-large size-large" alt="Charles Faron of Osage Advisors, LLC is a member of XPX South Florida" loading="lazy" decoding="async" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/OSAGE-logo-tag-including-M-and-A-1024x206.jpg 1024w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/OSAGE-logo-tag-including-M-and-A-300x60.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/OSAGE-logo-tag-including-M-and-A.jpg 1680w" sizes="(max-width: 1024px) 100vw, 1024px" />

Russell Cohen of South Florida M & A Advisors is a member of XPX South Florida

<img loading="lazy" loading="lazy" width="1024" height="322" src="https://www.exitplanningexchange.com/wp-content/uploads/2023/02/Murphy-M-and-A-1024x322.jpg" class="attachment-large size-large" alt="Russell Cohen of South Florida M & A Advisors is a member of XPX South Florida" loading="lazy" decoding="async" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2023/02/Murphy-M-and-A-1024x322.jpg 1024w, https://www.exitplanningexchange.com/wp-content/uploads/2023/02/Murphy-M-and-A-300x94.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2023/02/Murphy-M-and-A.jpg 1032w" sizes="(max-width: 1024px) 100vw, 1024px" />

<img loading="lazy" loading="lazy" width="430" height="84" src="https://www.exitplanningexchange.com/wp-content/uploads/2022/06/WSH-Logo.png" class="attachment-large size-large" alt="Rana Gorzeck of Weiss Serota Helfman Cole + Bierman is a member of XPX South Florida" loading="lazy" decoding="async" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2022/06/WSH-Logo.png 430w, https://www.exitplanningexchange.com/wp-content/uploads/2022/06/WSH-Logo-300x59.png 300w" sizes="(max-width: 430px) 100vw, 430px" />

Bronze Sponsors

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