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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Annual Sponsors
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!
A Founder owned business is looking for an investor or exploring a sale of their business.
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.
Considering an exit or sale from a business to understand options available and planning techniques to consider for preserving wealth and ongoing growth
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
you need an attorney for business matters like M&A, other contracts, disputes, and litigation.
Business owner(s) interested in developing a risk profile. We take a systematic approach to risk and investment in order to generate liquidity and sustainable income streams.
Selling a company or acquiring another is a complex undertaking, and we manage the entire process and spend the time required to understand our clients' businesses.
I do valuations of private companies for estate planning, financial reporting and litigation.
You need the help of a team of experts to address complex planning issues around: Business transition, Wealth transfer, Sophisticated income and tax planning. My team consists of a Private Banker, Wealth Planner, and a Trust professional.