A Wealth of Learning Opportunities – and Resources – at Your Fingertips
Knowledge is power. Imagine what you could do with 24-hour access to a powerful learning community to help you stay up to date with the latest trends, insights, news, and best practices to share with your valued clients. XPX’s exclusive Knowledge Exchange is the one place where you can exchange knowledge with some of the industry’s most successful professionals with expertise in a wide variety of areas. Here are recent posts from our chapter activities and members:
News & Posts
We can’t wait for you to experience the cleaner, brighter and more user-friendly feel of our new platform! The site is designed to give you and your company greater visibility. Here are three things you should know: Emails from XPX will now come from my.exitplanningexchange.com—please adjust your email settings! Your new profile can have a…
Aug. 20, 2021
Program produced by XPX South Florida. Top 10 pitfalls to avoid when selling your business This XPX South Florida program will highlight the top ten most common pitfalls business owners may encounter leading up to and through the sale of their business, from the perspectives of a business owner, broker and sales consultant. We will…
Program produced by XPX South Florida. Is Now the time to sell? Is the Market Strong? This panel discussion will feature experts that can discuss the state of the market, valuations, what buyers are looking for, and what sellers should consider before they sell. The time between 5:30pm and 6:00pm will be used for breakout sessions…
Program produced by XPX South Florida. From Olympian to Entrepreneur through Covid Panel discussion with former Olympic swimmer Kara Lynn Joyce – successful entrepreneur whose business pivoted and evolved during COVID. Our speaker will be interviewed by Cejih Yung, sport agent to multiple Olympic athletes and CEO of CG Sports Management Co. Watch this quick video…
Chapter Events
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Strategic Operating and Business Development leader with a track record of increasing revenue, profits and market share growth for technology and financial services providers.
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
Buying or selling a business
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
You want a better banking relationship,one that is responsive and customer focused. I work with companies to lower expenses, increase efficiencies and identify opportunities for growth.
I can be of help!
Your client is preparing for an exit or would like to start the financial planning process or get a second opinion on their current planning.
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.