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GROWTH. TRANSFER. LEGACY.

EVENTS

Exit Planning Exchange South Florida holds monthly meetings and events, for now on Zoom. 

Our association events promote peer learning, networking and visibility for our members in the local private company advisor community. Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy.

Upcoming events

    • August 01, 2021
    • ? - 11:00 PM (EDT)
    • YOUR GROUP LEADER WILL REACH OUT TO SET A DATE / TIME
    Register



    YOUR GROUP LEADER WILL REACH OUT TO SET A DATE / TIME

    AUGUST POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS AUGUST 01, 2021



    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around three fellow members of your XPX Chapter
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better

    The Power of 3 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any questions, please email me directly.

    Chris Pumo, Power Networking Chair


    Cross-Chapter Program also available for those who are interested.
    • August 02, 2021
    • ? - 9:00 AM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time
    Register



    Your Group Leader Will Reach Out to Set a Date / Time

    AUGUST POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS AUGUST 01, 2021


    XThe Cross-Chapter program is a supplement to local XPX Chapter power networking. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country. You are welcome to participate in both programs if you want. Here's how it works:

    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question please email us

    • August 12, 2021
    • 4:30 PM - 5:15 PM (EDT)
    • Virtual - connection details sent upon registration
    Register



    Agenda:

    4:30-4:45 PM: Member Updates

    • New member referrals? Update from Bob Kawabe
    • Sponsorship update from Jeff Brenner
    • All - please join the Chapter’s LinkedIn group.
    • Chapter seeks a part-time Intern to assist w/Administration and Social Media.
    • Chapter requests content for our expanding Social Media Program.
    • 11/2/21 Cannabis Event—Live Event

    4:45-5:00 PM

    Michael Wills presents tips on Business Networking: “Building Your Personal Brand through Networking”

    5:00-5:15 PM

    Break out rooms for Networking




    SOUTH FLORIDA FOUNDING SPONSORS:


           

                  
     


                   
        


                           


     
                 



    • August 25, 2021
    • 10:50 AM - 11:30 AM (EDT)
    • Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
    Register

    Virtual meeting at 11 AM ET


    Welcome to XPX!

    Please join us at this quick monthly web meeting with members from across the country and learn how to get the most out of your membership.

    You’ll learn:

    • Where to find the resources and information you need to be the best advisor
    • How to share content to increase your visibility in our community
    • How to maximize the effectiveness and visibility of your profile on our site
    • How to manage your profile, registrations and payments through the website

    Your guides will be Mary Adams, XPX Executive Director, and Angie Ellis, XPX Chapter Administrator.

    (We hold these meetings the fourth Wednesday of every month at 11 AM ET. If you can’t make this meeting, please let us know in the registration form and we’ll add you to next month’s meeting). Non-members welcome to listen in too!


    • September 02, 2021
    • ? - 9:00 AM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time
    Register



    Your Group Leader Will Reach Out to Set a Date / Time

    SEPTEMBER POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS SEPTEMBER 01, 2021


    XThe Cross-Chapter program is a supplement to local XPX Chapter power networking. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country. You are welcome to participate in both programs if you want. Here's how it works:

    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question please email us

    • September 30, 2021
    • 4:30 PM - 5:30 PM (EDT)
    • TBD

    TBD

    Save the date!



    SOUTH FLORIDA FOUNDING SPONSORS:

           

                  
     


                   
        


                           


     
                 



    • November 02, 2021
    • 5:30 PM - 7:15 PM (EDT)
    • Fort Lauderdale Yacht Club: - 1725 SE 12th St. - Ft. Lauderdale, Fl 33316

    SAVE THE DATE!

    We are excited to announce that after a year of virtual meetings, XPX South Florida is hosting a live event with a panel and networking.

    Join us for an executive-level panel discussion on the trends, changing legal landscape, investment, tax and financial implications of today's Cannabis industry. 

    Network with fellow professionals interested in the exit planning space and invite a colleague who would benefit from learning about XPX South Florida.


    Agenda:

    Networking: 5:30-6:00 PM

    Program:  6:00-7:15 PM


    More details to follow about the program -  Registration will open soon.  


    Outdoor mezzanine view from the Fort Lauderdale Yacht Club.






    SOUTH FLORIDA FOUNDING SPONSORS:

           

                  
     


                   
        


                           


     
                 



    • December 02, 2021
    • 4:30 PM - 5:30 PM (EST)
    • TBD

    Details to follow!



    SOUTH FLORIDA FOUNDING SPONSORS:

           

                  
     


                   
        


                           


     
                 



Past events

July 28, 2021 XPX South Florida In-Person Summer Get Together
July 28, 2021 XPX Orientation
July 01, 2021 XPX South Florida Signup deadline for member power networking - July
July 01, 2021 All XPX - Member Cross-Chapter Signup deadline for member power networking - July
June 30, 2021 XPX Orientation
June 24, 2021 XPX South Florida: Exit Planning: Buckle Up for the Roller Coaster Ride
June 02, 2021 XPX Global - Member Cross-Chapter Signup deadline for member power networking - June
June 01, 2021 XPX South Florida Signup deadline for member power networking
May 26, 2021 XPX Orientation
May 20, 2021 XPX South Florida: The Top 10 Pitfalls to Avoid When Selling Your Business
May 01, 2021 XPX Members - Cross-Chapter Signup deadline for member power networking
May 01, 2021 XPX South Florida Signup deadline for member power networking
April 28, 2021 XPX Orientation
April 01, 2021 XPX Members - Cross-Chapter Signup deadline for member power networking
April 01, 2021 XPX South Florida Signup deadline for member power networking
March 24, 2021 XPX Emerging Professionals: When Advisors Collide
March 17, 2021 XPX Orientation
March 09, 2021 XPX South Florida: Members Only Meeting
March 05, 2021 XPX Members - March Cross-Chapter Power Networking
March 01, 2021 XPX South Florida Members - March Session Power Networking
February 25, 2021 XPX South Florida: Is now the time to sell - Is the market strong?
February 17, 2021 XPX Orientation
February 01, 2021 XPX South Florida Members - February Session Power Networking
January 12, 2021 XPX South Florida: Member Meeting
January 08, 2021 XPX Members - January Cross-Chapter Power Networking Options
January 01, 2021 XPX South Florida Members - January Session Power Networking
December 16, 2020 XPX South Florida: From Olympian to Entrepreneur through COVID
December 01, 2020 XPX South Florida Members - December Session Power Networking
December 01, 2020 XPX Members - December Cross-Chapter Power Networking
November 01, 2020 XPX South Florida Members - November Session Power Networking
October 28, 2020 XPX South Florida Fireside Chat
October 01, 2020 XPX Members - October Cross-Chapter Power Networking

Chapter Events

Founding Sponsors

TESTIMONIALS

The most valuable part of my participation with XPX is the education about exit planning that I have received from attending meetings and from all the members. XPX is a very approachable group. Everyone is willing and interested in an exchange of ideas. I especially like the Power of Three which enables you to get to know other members better.

Dick Albu, Albu Consulting LLC

I really enjoy the small group interactions at XPX which is different from other organizations. I have also received an engagement from a XPX member.

Alan Booth, Executive Leadership Advisor

XPX offers excellent content based seminars specifically geared towards professionals focusing on the sale or transition of a business. The diverse topics and membership provide strong networking opportunities. Both the targeted content and diverse membership, focusing on bringing advisors together as a team to help the client, help XPX stand out from other organizations.

Michael Clear, Wiggin and Dana

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