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
Thomas Pinckney


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

Leader Directory

Showing 8 members
Erik Perlman of Merrill Lynch is a member of XPX South Florida
Erik J Perlman
Financial Advisor
Merrill Lynch
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
    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
    You are ready to start to prepare your business for sale for a confidential consultation!
  • Sponsorship
  • Rana Gorzeck of Weiss Serota Helfman Cole + Bierman is a member of XPX South Florida
    Rana M Gorzeck
    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.
  • Immediate Past President
  • 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
  • Vice President
  • Content
  • Robert Crapsey
    Director of Business Development
    Trivest Partners
    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
    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
  • Dug McGuirk of Revolutionary Growth is a member of XPX South Florida
    Dug McGuirk McGuirk
    Revolutionary Growth
    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

    Thu, Jun 22nd, 2023 ⋅ 5:00pm - 7:30pm (EDT)
    Thu, Jul 20th, 2023 ⋅ 5:00pm - 6:30pm (EDT)
    Thu, Sep 21st, 2023 ⋅ 5:00pm - 6:30pm (EDT)
    Thu, Oct 19th, 2023 ⋅ 5:00pm - 6:30pm (EDT)