05
Mar
XPX Long Island Case Study: Operations – Scalable Business Models that Maximize Profits
March
05
Friday

Event Information

Date & Time

Fri, Mar 5th, 2021
8:45am - 10:15am (EDT)

Location

Virtual - Connection details sent upon registration

Status

Registration Now Closed

Price

First Time Guest $0.00
New York & Tri-State Members $0.00
Non-members Early Bird (through 3/2) $25.00
Non-Members Regular Rate $30.00
Non-Members Same Day Fee $45.00
Other XPX Chapter Members $10.00

Case Study: Operations – Scalable Business Models that Maximize Profits

The owners of HiTech, our case study company, are looking for ways to create additional value in their business in pursuit of a profitable exit. Transforming their operations will be a key driver of their ability to grow revenue, increase margins, and create a more sustainable company. By using operations as a driver of growth rather than a cost center, HiTech can make both their current business and their future roadmap more appealing to strategic and private equity buyers.

We will discuss how to transform HiTech’s operations from a successful small business to a scalable, sustainable, and more profitable company. We will look at how to evaluate the maturity of their operations and systems, identify priorities for investment, and look at how to improve their management structure so they can successfully execute these changes. In doing so, we will see how operations can support (or hinder) other areas of focus including strategic planning and sales, and how embracing a digital mindset will allow them to both improve execution and portray HiTech as a forward-looking company with a clear niche in the modern economy.

CLICK HERE TO DOWNLOAD THE CASE STUDY FOR THE MEETING.


Moderator:

Jeff Stern, Principal – Eagle Business Solution

Jeff Stern is a CPA, a Master Black Belt, and an Eagle Scout. His career spanned 30 years in Corporate America with Banks like JP Morgan Chase (nee Chemical Bank, nee Manufacturers Hanover Trust), Coopers & Lybrand, and Deloite. He has led teams from 2 to 300 in operations, product development and strategy and for the past 12 years he has been providing practical advice to business leaders and companies, in all industry segments. EBS is committed to help clients emphasize their strengths, understand their shortfalls, and to work closely with them to improve and excel.


Our Speaker:

Steve Ronan, Principal – Citrin Cooperman

Steve Ronan is a principal and the leader of Citrin Cooperman’s Strategy & Business Transformation Practice. He is an experienced professional in the theory and execution of improving business value.

Steve has partnered with a range of companies, from the Fortune 100 to the middle-market, to develop and implement strategies that improve profitability, create scalable businesses, and strengthen customer relationships. His projects have created over $100M in value through top-line growth and bottom-line cost savings.

Steve brings a practical, holistic perspective to the topic of business improvement. His experience is extensive and includes strategic planning, process improvement, and organizational transformation.

      


Virtual Event Pricing:

Non-members:
$45.00 Same Day Registration
$30.00 Regular Fee
$25.00 Early Bird (through 3/2)

Other XPX Chapter Members: $10.00

XPX Long Island  and Tri-State Members in good standing are complimentary, so join Today!

BRING A FIRST TIME GUEST TO XPX!

Long Island and Tri-State members are encouraged to bring a first time guest (FREE) for this event. Contact angie@exitplanningexchange.com to register your guest.

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LONG ISLAND BRONZE:









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