15
Feb
XPX Maryland -A Tale of Two Firms: To Merge or Not To Merge
February
15
Friday

Event Information

Date & Time

Fri, Feb 15th, 2019
8:00am - 10:00am (EST)

Location

Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228

Status

XPX Registration Closed

Price

First Time Guest $0.00
Non-Members Early Bird (through 2/12) $65.00
Non-Members Regular Rate $85.00
Non-members Same Day Registration/Walk-In Fee $95.00
Other XPX Chapter Members Early Bird (through 2/12) $50.00
Other XPX Chapter Members Regular Fee $60.00
Other XPX Chapter Members Same Day Registration/Walk-in Fee $70.00
XPX MD Members Early Bird (through 2/12) $35.00
XPX MD Members Regular Fee $45.00
XPX MD Members Same Day Registration/Walk-In Fee $55.00
XPX MD Sponsors (Annual & Event) $0.00

Leveraging the Power of Five, our panel of XPX members will walk through their collaboration to serve two business owners who needed guidance on whether to merge their companies and how they might make this happen. Combining their resources to provide business valuations, strategic CFO support, legal advice, and tax strategies, these XPX members worked together to complete a successful merger.

Panelists:
Chuck Faunce – Director, Business Valuation and Litigation Services, at Gorfine Schiller & Gardyn
Ed Kidner – Partner at Dearson, Levi & Pantz
Stu Welsh – President at EGT Advisors

Moderator:
Mike Reid – Director at Expense Reduction Analysts

Agenda:
8:00 AM – 8:30 AM – Networking
8:30 AM – 9:00 AM – Breakfast
9:00 AM – 10:00 AM– Presentation

Thank you to our event sponsor:



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