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GROWTH. TRANSFER. LEGACY.

EVENTS

The Exit Planning Exchange South Florida Chapter 

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

    • October 28, 2020
    • 3:00 PM - 4:30 PM (EDT)
    • Virtual - connection details sent upon registration
    Register





    The new XPX South Florida Chapter is excited to present a Fireside Chat with three seasoned business owners who will reflect upon their experiences exiting their well-established businesses and share the triumphs and pitfalls of their actual exits.

    We expect to gain special insights useful to professional advisers and prospective sellers of their own businesses.

    The event’s agenda consists of three professional advisers’ discussions with business owners, then allowing about 15mins for Q&A session.

    The time between 4:05pm and 4:30pm will be used for breakout sessions allowing attendees to continue the dialog in a small group setting.

    There is no registration fee for this event. Registration is required to attend this event.  Virtual - Connection details sent upon registration.


    Our Panel:

    Brad Tuckman
    Former Owner of Global Content Creation Network
    with Vincent DeLuca, Bank of America


    A photographer turned entrepreneur, Brad was classically trained to be a photographer at the Rochester Institute of Technology. Brad’s first internship was an accidental recommendation which turned out to launch his career. He went on to build the largest global content creation network by empowering creatives with integrated proprietary technology, and maximizing the creation and deployment process for global brands. Brad’s exit involved crafting a simultaneous merger and PE investment in 2015, with a final exit in August 2020 to Accenture.

    Geoff Mayfield
    Former Owner of an Insurance Agency
    with Dewayne Naylor, Valley Bank


    Geoff Mayfield is Co-President of Masters Coverage Corp., a full service insurance agency and wholly owned subsidiary of Valley National Bank. Geoff started an independent insurance agency early in his career and later joined forces with another local broker to build a highly successful agency. The agency provided business, personal and employee benefits insurance and risk management solutions. The agency was later sold to a large publicly traded broker. Geoff is a South Florida native and graduated from Florida State University.

    Phillip Knapp
    Former Owner/President Paper Brokerage and Distribution Company
    with Mike Sluka, B2B CFO


    A gifted, talented and roll up the sleeve entrepreneur, Phillip is known to focus on operations and finance, plus he performs turnarounds for small to mid-size businesses. A Purdue University business graduate, Phillip spent 20 years running SNEPCO Inc., a leading National Paper Brokerage/Distribution company. Philip grew revenues to $25 million and negotiated complex and lucrative outsourcing agreements with US, Canadian and Asian suppliers. Phillip’s focus is to streamline and improve operations, sales, overall growth, and profitability. Phillip is a current landowner of productive Natural Gas Wells in the State of Michigan.



    SOUTH FLORIDA FOUNDING SPONSORS:

            


                       



                        



             
     


    • November 01, 2020
    • (EDT)
    • Sign up for this virtual program by the first of the month
    Register



    NOVEMBER POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS NOVEMBER 01, 2020 AT 4:00 PM ET


    This month's suggested discussion topic:

    Share a collaboration story where you've worked successfully with advisor(s) to deliver better outcomes for your client

    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

    • November 01, 2020
    • (EDT)
    • Sign up for this virtual program by the first of the month
    Register



    NOVEMBER POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS NOVEMBER 01, 2020 AT 4:00 PM ET


    This month's suggested discussion topic:

    Share a collaboration story where you've worked successfully with advisor(s) to deliver better outcomes for your client

    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 question, please email me directly.

    Charlie Faron, Power Networking Chair.


    Cross-Chapter Program also available for those who are interested.

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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