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.

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.

Member Directory

    • Profession
    • Functional Expertise
    • Client Industries
    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.

    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.‎

    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.

    Murphy M & A

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

    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)

    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

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