If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options.

XPX Chapters

Welcome to XPX South Florida

Welcome to the Exit Planning Exchange – XPX South Florida! We are actively developing our Chapter. Click to apply here as a Member.

Given the current economy, we’ll adjust memberships purchased to be good through December 31, 2021. 

Please contact Rana Gorzeck at (561) 842-3000 or Charles Faron at (617) 688-1967 for more information.

About XPX

XPX is a multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. Private company transitions require a broad view of the entire life cycle of a private company including:

  • Business value growth
  • Business value transfer
  • Owner life and legacy

Our community includes advisors and owners in all stages of this process. Our members have specific areas of expertise as well as a holistic understanding of the breadth of challenges an owner faces throughout the stages of the private company life cycle. This helps XPX members to work in the best interest of their clients.

We have a clear set of shared principles for advisor excellence. Each of the 12 professions involved in XPX has specific ethics and practice guidelines. Our members take this a step further, adhering to a set of principles that guide collaboration and long term thinking (see our five Advisor Principles)

We are unique in that we are the only open advisor network in the private company/business value transfer market. This means that we do not advocate a single approach or vendor. Instead, we endeavor to be a place where all advisors, owners and vendors can interact and collaborate.

Each XPX Chapter is a locally-controlled non-profit organized by national and regional leaders in the private company market. The first XPX chapter was launched in Boston in 2007. Today, we have Chapters across the U.S..

The Chapters are supported by XPX Global, an entity that provides capital, intellectual property and administrative support to Chapter operations. This model takes care of the administrative tasks that are the bane of the boards of most professional organizations. It leaves to the Chapters the key tasks of events, membership and sponsorship—the most visible and high value activities for volunteers interested in an increased profile in the private company market.

Want to learn more? Contact one of our Chapter Leaders or download our XPX South Florida One Sheet.

Advisor Professions






Insurance Providers


M&A Intermediaries



Virtual managers

Wealth Planners

Advisor Principles

Work Collaboratively

Put The Client First

Think Long Term

Consider The Human Angle

Always Be Learning

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Our Members

Financial Advisor
Evershore Financial Group
Financial Advisor
Merrill Lynch
Managing Partner
Everglades Equity
Senior Vice President - Wealth Management, Wealth Advisor, Portfolio Manager
UBS Financial Services Inc.
Murphy M & A

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