Connect with the Industry’s Most Powerful Group of Professional Advisors

Private company clients need access to a trusted team of advisors to marshal them to through the various stages of the business lifecycle. The XPX member directory is where you can find a diverse group of experts – and they can find you. 

It’s easy to find an expert by using the search box or these handy directories to choose from 12 professions, 75+ areas of functional expertise and 20 client industry categories. Feel free to reach out to the advisors with the expertise you seek. Contact us for further assistance.

About Our Members

Members of the Exit Planning Exchange – XPX South Florida Chapter are a select group of expert advisors to privately-held businesses. These diverse experts are chosen by their peers for their expertise and shared values that include: Work collaboratively, Put the client first, Think long term, Consider the human angle and Always be learning. It’s easy to find an expert by using the search box or these handy directories to choose from 12 professions, 75+ areas of functional expertise and 20 client industry categories. Feel free to reach out to the advisors with the expertise you seek. Contact us for further assistance.

Members of the Exit Planning Exchange – XPX South Florida Chapter are a select group of expert advisors to privately-held businesses. These diverse experts are chosen by their peers for their expertise and shared values that include: Work collaboratively, Put the client first, Think long term, Consider the human angle and Always be learning.

It’s easy to find an expert by using the search box or these handy directories to choose from 12 professions, 75+ areas of functional expertise and 20 client industry categories. Feel free to reach out to the advisors with the expertise you seek. Contact us for further assistance.

Member Directory

    • Profession
    • Functional Expertise
    • Client Industries
    Sr. VP
    UBS Private Wealth Management

    You are trying to understand how the proceeds from the sale of your business will support the life you want to live after the sale

    Ms
    Susan Commander Samakow Coaching, LLC
    President
    Murphy M & A

    You are ready to start to prepare your business for sale for a confidential consultation!

    Attorney/Partner
    Ward Damon, PL

    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.

    Vice President
    Merrill Lynch

    You are or know a successful person looking for guidance on how to make smarter financial decisions.

    Sales Director
    TriNet

    You are looking for a consultative conversation around scaling a business, analyzing employee related costs, or preparing a company for exit. We offer a tech and HR solution for SMBs for benefits, risk & compliance. And looking for new eco partners

    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.

    Vice President Commercial Banking
    First Citizens Bank

    Every business owner needs a professional Commercial Banker who is insanely focused on their client's business as if it were their own.

    Founder and Principal
    Kawabe & Associates, LLC

    You want to move on to the next phase of life and live your true purpose. We help transform our clients from being financially successful to living the life of significance!

    Partner
    BDO USA, LLC

    Buying or selling a business

    Partner
    ARHMF | Avila Rodriguez Hernandez Mena & Ferri 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.

    President & CEO
    Skyline Analytics, LLC

    When you want to get profit-driving insights out of your company's data

    Family Wealth Advisor
    Morgan Stanley

    ...you have a business owner contemplating a liquidity event. Our team consists of a non-practicing CPA and T&E attorney as well as CFPs to not only do pre-sale planning but also to foster a lifelong wealth management relationship.

    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

    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.

    Partner
    Weiss Serota Helfman Cole & Bierman

    I serve as outside general counsel to a myriad of closely held corporations in various industries and I provide assistance with business operations, corporate governance, contracts and litigation.

    President
    jay feldman inc

    Coaching consulting raising capital

    Founder and Managing Partner
    One Legacy Capital, LLC

    You have a business for sale in SFL and seek a buyer who will personally own/operate.

    Senior Vice President - Wealth Management, Wealth Advisor, Portfolio Manager
    UBS Financial Services Inc.

    You want to explore getting the most benefit from your business, as well as how to preserve, protect ‎and maximize the value it represents in your and your family's financial future.‎

    Client Strategist
    BNY Mellon Wealth Management

    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.

    Mr
    Bernstein

    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.

    CPA, CExP, CEPA and CVGA
    Cherry Bekaert LLP

    Exiting you business is one of the most significant financial events of your life. Please do not leave it up to chance I help mid-sized business owners unlock the wealth in their businesses

    Partner
    RSM

    Before a client is looking to sell

    Managing Director
    Fiduciary Trust Company International

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

    Managing Partner
    Everglades Equity

    Business owners are interested in an overview of how selling to a private equity firm works and what areas private equity investors are likely to be focused on during due diligence.

    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.

    First Vice President
    IDB Bank

    You need a trusted advisor who can help with your financial goals and transactions

    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)

    Managing Director
    CohnReznick

    I can be of help!

    Financial Advisor
    Evershore Financial Group

    Your clients want to build or retain wealth following the sale of their business. I can help them strategically invest to provide income and generational wealth.

    Vice President
    Boyne Capital

    A small/mid size business needs a partner to grow to the next level

    Vice President
    Goldman Sachs

    If you need to invest vast quantities of personal assets.

    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.

    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.

    Vice President
    Trivest Partners

    A client is looking for a majority or minority equity investment in their business or a complete buyout.

    VP/Regional Director
    Amerivest Group

    Looking to work with motivated business sellers to maximize proceeds at closing.

    Principal
    Growth Capital Advisors

    A business is in need of financing, doing an acquisition or considering the sale of part or the entire company.

    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
    Marcum LLP

    You need a professional who recognizes that each transaction is unique and the suite of services required varies with each transaction.

    Managing Partner
    Expense Reduction Analysts

    A CXO or Owner want to increase cash flow to meet unfunded business needs or capital expenses.

    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.

    First Vice President
    Valley National Bank

    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.

    Mr.
    JLS Financial Group

    Succession Planning options, buy/sell strategies, Retention of Key Employees, Guaranteed Income

    Shareholder (Attorney)
    Greenberg Traurig, P.A.

    You need counsel regarding financing (venture capital, private equity, etc.), or exit/combination events for your company.

    President
    Top Line Solutions, LLC

    When you need someone to resolve revenue issues increasing EBITDA. I build sales infrastructure, install strategy, and find the right sales leadership so the owner can focus on running or selling the company.

    Vice President
    Cassel Salpeter & Co., LLC

    Cassel Salpeter & Co. LLC is an independent investment banking firm that provides advice to middle market and emerging growth companies in the U.S. and worldwide.

    Managing Director
    Midcap. Advisors

    When you're looking to sell your business, make an acquisition or raise growth capital

    Founding Sponsors

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