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.
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.
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.
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.
You are ready to start to prepare your business for sale for a confidential consultation!
Financial planning, goals-based wealth management (retirement, reducing taxable income, children's education, charitable giving, estate planning, etc.) Lending needs (home, business, other)
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