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!
  • Event Development Co-Chair
  • 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.
  • Director
  • Marketing Committee Chair
  • 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 of CSuite Impact DealMakers is a member of XPX South Florida
    Jeffrey Brenner
    Senior Managing Director
    CSuite Impact DealMakers
    When you're looking to sell your business, make an acquisition or raise growth capital
  • Director
  • Sponsorship Chair
  • 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.
  • Immediate Past President
  • 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.
  • President
  • 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.
  • Director
  • Membership Chair
  • 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
  • Director
  • Treasurer
  • Michael Schiff of Klingenstein Fields Advisors is a member of XPX South Florida
    Michael S Schiff
    Managing Director
    Klingenstein Fields Advisors
    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.
  • Director
  • Event Development Chair
  • Founding Sponsors

    Annual Sponsors