XPX Philadelphia: Introduction to 2021-2022 Case Study

Click here to view our video from this event!

The mission of XPX is to collaborate to help our private company clients build business value, transfer ownership, and create a legacy of success in their lives and their communities. This collaboration is more critical than ever as we navigate through a business environment impacted by a myriad of issues created by the pandemic.

To that end, the next nine XPX monthly sessions are designed to share knowledge, build relationship within XPX Philadelphia and learn from our shared values and experience. This session will use a Case study that will drive discussion from September through June. Whether by Zoom or in person, the sessions will be highly interactive, engaging and thought-provoking!

Please join us for this first session in which we will discuss what the owners of a $40M, privately held, family owned Manufacturing company have to consider as they think about building value, transferring ownership and creating a legacy for their family, employees, customers and community.

Meet Our Speaker:

Susan Rosner
Managing Partner
Calder Associates

Susan Rosner is a managing partner and board member of Calder Associates and is in charge of Calder Associates’ Pennsylvania Operations. She also has responsibility for Calder’s sales and marketing strategy. She has just completed an eBook, Selling Your Business After the Pandemic.

Calder Associates has been Closing deals & opening doors since 2002

Selling or buying a business can be an exhilarating life milestone—but it can also be fraught with confusion, stress, and overwhelm. Since 2002, Calder Associates has put 100+ years of M&A experience to work for countless privately-held businesses to help them reach their goals. By combining their proprietary process and intimate understanding of both the financial and human side of each transaction, Calder Associates guides buyers and sellers through the exhilarating, sometimes nerve-wracking, always life-altering journey that is buying, selling, or recapitalizing a business. To learn more about M&A the Calder Way visit www.calderassociates.com.

Agenda:

7:45 - 8:00 AM - Login & Networking
8:00 AM – 9:00 AM – Presentation
9:00 AM – 9:30 AM – Networking