XPX DC Metro (Hybrid Meeting) - Exit Planning for Franchises

It is estimated that there are approximately 770,000 franchises in the US – approximately 10% of all US businesses. The franchise model is unique in its operation and also has some unique aspects to consider when planning for exit. Selling or transferring a business is complex, and the franchisor/franchisee relationship adds another layer of complexity! Please join us as we engage a panel of XPX experts (Stuart Sorkin, Bob Cohen and Akila Narayanan) to discuss the issues, nuances and challenges of valuing and selling a franchise.

Please join us for our first live event in over a year! We will “broadcast” via zoom as well for those who cannot join us in person!

Meet our Speakers:

Akila Narayanan
CFA, Managing Director
Cortland Valuation Group, Inc.

Akila Narayanan is a Managing Director at Cortland Valuation Group, Inc. She has extensive experience providing valuation services to private and public companies for tax and financial reporting purposes, with significant work in intangible asset valuations and emerging company valuations with complex capital structures. Ms. Narayanan has been engaged with a variety of clients, spanning various industries involving both domestic and global operations. She is a member of the Appraisal Issues Task Force (AITF), a voluntary group of valuation professionals seeking to improve the practice.

Link to Full Bio. 

Stuart Sorkin
Founder
Business & Legal Advisors

Stuart H. Sorkin is the founder of Business and Legal Advisors, a business consulting firm that serves both start-up and existing small/mid-size businesses in the design and implementation of business growth strategies. It is the company’s philosophy that a successful business plan must integrate and align the owner’s personal goals with short and long-term achievable and measurable objectives. Mr. Sorkin has more than 40 years of experience as an entrepreneur, CPA, and attorney licensed to practice in the District of Columbia. This broad experience allows Mr. Sorkin to develop a customized business growth plan that establishes employee and management accountability towards ultimate business goals. Mr. Sorkin graduated Cum Laude from the American University with B.S.B.A. with a double major in Accounting and Finance and he received his law degree from the University of Miami. Mr Sorkin also has an LL.M in taxation from Georgetown University. In addition, Mr. Sorkin is the co-author of Expensive Mistakes When Buying & Selling Companies…and How to Avoid Them in Your Deals.

Bob Cohen
Managing Member
Tributum CPA Group

Bob is the Managing Member of Tributum CPA Group in Rockville, MD. Whether you’re an entrepreneur, a closely held business, or have a complicated tax situation, Bob leverages decades of experience and strategies to address your taxes and consider how this integrates into your overall financial picture. His benchmark for success is helping owners overcome the stress that comes with tax filing, planning, and strategy. His guiding principle includes enabling people to reap the benefit of being a business owner while managing your financial picture proactively.

A native of Fair Lawn, NJ, Bob brings his small-town feel and professional approach to his client relationships. Bob is active in the business community and has held leadership positions in large and small- sized CPA firms and the M&A advisory group, Exit Planning Exchange. Bob’s hobbies include hitting the gym, watching and attending sporting events (both on hold), and spending time with his fabulous wife, Sue, and their two children.

In-Person arrival/check-in starts at 7:30AM (EDT)
Virtual log-in starts at 8:00AM (EDT)

Registration Fees for In-Person & Hybrid Options:

Non-Members – $60.00
Other XPX Chapter Members – $45.00
XPX DC Members in good standing – $35.00 so join Today!

Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.