Giving Back To Our Community

Our leaders demonstrate their dedication to the XPX mission and our local community by pitching in to ensure we have the best people in the room sharing the best content. They are role models for the kind of collaboration and long-term thinking that our members value. Please reach out to any of our leaders to learn how you too can gain visibility and influence as a volunteer for our chapter.

Chapter Founding Leaders

The leaders of the Exit Planning Exchange South Florida Chapter include prominent professionals in the local market. The board supports the Chapter’s work to build a focused, strong community of the best advisors to privately-held businesses. The primary activities of the local board are programming, membership and sponsorship. Feel free to contact any of these leaders or our Administrator to get more involved in our Chapter.

EXECUTIVE COMMITTEE

Rana Gorzeck, Director & President

Erik Perlman, Director & Vice President

Charles Faron, Immediate Past President

Michael Sluka, Director & Treasurer

Doron Abrahami, Director

Jeffrey Brenner, Director

Russell Cohen, Director

Ethan Grossman, Director

Dug McGuirk, Director

Thomas Pinckney, Director

COMMITTEE CHAIRS

Doron Abrahami, Marketing

Jeffrey Brenner, Sponsorship 

Russell Cohen, Sponsorship 

Erik Perlman, Content 

Thomas Pinckney, Membership

Dug McGuirk, Events

David Weinstein, Events

Leader Directory

Showing 18 members
David Weinstein
Managing Director
CohnReznick
I can be of help!
Asnardo Garro
Partner
Avila Rodriguez Hernandez Mena & Garro, LLP
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.
John Archer of RSM US LLP is a member of XPX South Florida
John F Archer
Tax Partner
RSM US LLP
You have a business need with a tax angle, but you don't want the tax tail to wag the dog.
Andy Alan of Marcum LLP is a member of XPX South Florida
Andy Alan
Director
Marcum LLP
You need a professional who recognizes that each transaction is unique and the suite of services required varies with each transaction.
Doron Abrahami of River Run Consulting Group is a member of XPX South Florida
Doron Abrahami
President
River Run Consulting Group
You're frustrated with the speed with which your company is growing, or concerned that you are growing too quickly to maintain control.
Joshua Calisti of Merrill Lynch is a member of XPX South Florida
Joshua D Calisti
Wealth Management Advisor
Merrill Lynch
You don't like leaving money on the table and want a team to develop a customized wealth management strategy that protects and grows your wealth before, during, and after you sell your business.
Jeffrey Brenner
Senior Managing Director
CSuite Impact DealMakers
When you're looking to sell your business, make an acquisition or raise growth capital
Charles Faron of Osage Advisors, LLC is a member of XPX South Florida
Charles E. Faron
Vice-President
Osage Advisors, LLC
Strategic Operating and Business Development leader with a track record of increasing revenue, profits and market share growth for technology and financial services providers.
Vince DeLuca of Bank of America is a member of XPX South Florida
Vince DeLuca
SVP, Relationship Manager
Bank of America
A business client desires financing or cash management, or other banking products and services, to help it grow, mitigate risk, operate more efficiently, or transition the business.
John Gullman of Growth Capital Advisors is a member of XPX South Florida
John D Gullman
Principal
Growth Capital Advisors
A business is in need of financing, doing an acquisition or considering the sale of part or the entire company.
Rana Gorzeck of Weiss Serota Helfman Cole + Bierman is a member of XPX South Florida
Rana M Gorzeck
Attorney/Partner
Weiss Serota Helfman Cole + Bierman
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.
Phillip Knapp of Knapp Solutions is a member of XPX South Florida
Phillip Knapp
Self Employed
Knapp Solutions
Start-ups and small business is my space. Over 20 years running a $25M business, and understands family owned business dynamics. Hands-on, roll up the sleeve player
Nathan Rimpf of Goldman Sachs is a member of XPX South Florida
Nathan Rimpf
Vice President
Goldman Sachs
If you need to invest vast quantities of personal assets.
Thomas Pinckney of Bank Of America Private Bank is a member of XPX South Florida
Thomas Pinckney
Private Client Advisor
Bank Of America Private Bank
A client is preparing to sell their business and needs help understanding how different offers will affect their personal and familial balance sheets and how to re-structure to account for a sale.
John Owens of Greenberg Traurig, P.A. is a member of XPX South Florida
John D. Owens
Shareholder (Attorney)
Greenberg Traurig, P.A.
You need counsel regarding financing (venture capital, private equity, etc.), or exit/combination events for your company.
Michael Sluka of Nperspective CFO & Strategic Services is a member of XPX South Florida
Michael J Sluka
Principal
Nperspective CFO & Strategic Services
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
Michael Schiff of Fiduciary Trust Company International is a member of XPX South Florida
Michael S Schiff
Managing Director
Fiduciary Trust Company International
Considering an exit or sale from a business to understand options available and planning techniques to consider for preserving wealth and ongoing growth
Magdalena Waszkiewicz of Brown & Brown Insurance is a member of XPX South Florida
Magdalena Waszkiewicz
Vice President
Brown & Brown Insurance
You need help with customizing your company's insurance programs to best protect your assets. I proactively assist my clients navigate through coverage while limiting their expenses.

Founding Sponsors

Annual Sponsors