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.


Erik Perlman, President
Michael Schiff, Vice President
Rana Gorzeck, Immediate Past President
Charles Faron, President Emeritus
Hy Vaupen
Russell Cohen


Michael Schiff, Content
Russell Cohen, Sponsorship
Robert Crapsey, Sponsorship
Dug McGuirk, Events

Leader Directory

Showing 8 members
Robert Crapsey
Director of Business Development
Trivest Partners

Call Me When... A Founder owned business is looking for an investor or exploring a sale of their business.

  • Sponsorship
  • Hy Vaupen of Vaupen Financial Advisors, LLC is a member of XPX South Florida
    Hy Vaupen
    Managing Director
    Vaupen Financial Advisors, LLC

    Call Me When... 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.

  • Director
  • Rana Gorzeck of Weiss Serota Helfman Cole + Bierman is a member of XPX South Florida
    Rana M Gorzeck
    Weiss Serota Helfman Cole + Bierman

    Call Me When... 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.

  • Immediate Past President
  • Erik Perlman of Merrill Lynch is a member of XPX South Florida
    Erik J Perlman
    Financial Advisor
    Merrill Lynch

    Call Me When... Financial planning, goals-based wealth management (retirement, reducing taxable income, children's education, charitable giving, estate planning, etc.) Lending needs (home, business, other)

  • President
  • Charles Faron of Osage Advisors, LLC is a member of XPX South Florida
    Charles E. Faron
    Osage Advisors, LLC

    Call Me When... Strategic Operating and Business Development leader with a track record of increasing revenue, profits and market share growth for technology and financial services providers.

  • President Emeritus
  • Russell Cohen of South Florida M & A  Advisors is a member of XPX South Florida
    Russell J Cohen
    South Florida M & A Advisors

    Call Me When... You are ready to start to prepare your business for sale for a confidential consultation!

  • Sponsorship
  • Michael Schiff of Klingenstein Fields Advisors is a member of XPX South Florida
    Michael S Schiff
    Managing Director
    Klingenstein Fields Advisors

    Call Me When... Considering an exit or sale from a business to understand options available and planning techniques to consider for preserving wealth and ongoing growth

  • Vice President
  • Content
  • Dug McGuirk of Revolutionary Growth is a member of XPX South Florida
    Dug McGuirk McGuirk
    Revolutionary Growth

    Call Me When... You want to improve culture or communication. You want to uplevel your sales or marketing. You want to improve your presentation skills

  • Events
  • Chapter Events

    Virtual access
    Sun, Oct 1st, 2023 ⋅ 12:00am - 11:30pm (EDT)
    Thu, Oct 19th, 2023 ⋅ 5:00pm - 6:30pm (EDT)
    Thu, Nov 30th, 2023 ⋅ 5:00pm - 6:30pm (EDT)
    Thu, Dec 14th, 2023 ⋅ 5:00pm - 6:30pm (EDT)

    Annual Sponsors

    Bronze Sponsors

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