XPX Philadelphia: Introduction to 2021-2022 Case Study

Event Information

Date & Time

Wed, Sep 15th, 2021
7:45am - 9:30am (EDT)


Virtual - connection details sent upon registration


Registration Now Closed


First Time Guest $0.00
Non-members $30.00
Other XPX Chapter Members $10.00
Philadelphia Members $0.00
Philadelphia Sponsor $0.00

Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Martin H Abo
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC
Joseph Armstrong of Offit Kurman is a member of XPX Philadelphia
Joseph M Armstrong
Offit Kurman
Diane DeCesare of Drucker & Scaccetti is a member of XPX Philadelphia
Diane DeCesare
Drucker & Scaccetti
David P DeMuth
CFO Consulting Partners LLC
Steve Economou of G-Squared Partners LLC is a member of XPX Philadelphia
Steve N Economou
G-Squared Partners LLC
Andrew Finkle of Marcum LLP is a member of XPX Philadelphia
Andrew E Finkle
Marcum LLP
Betsy Joyce
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia.
Fred M Kaplan
Stony Hill Advisors
Maryann Lewis
Frank Marcucci
Nastassja Markham Coletta
Drucker & Scaccetti
Bryan McGrath of BNY Mellon Wealth Management is a member of XPX Philadelphia
Bryan T McGrath
BNY Mellon Wealth Management
Ashley Menders
Drucker & Scaccetti
Bob A Molony
Expense Reduction Analysts
Kevin Mullin of CLA(CliftonLarsonAllen LLP) is a member of XPX Philadelphia
Kevin J Mullin
CLA(CliftonLarsonAllen LLP)
Joanne Murray of Antheil Maslow & MacMinn, LLP is a member of XPX Philadelphia
Joanne M. Murray
Antheil Maslow & MacMinn, LLP
Denise Neason of Bee Bergvall & Co is a member of XPX Philadelphia.
Denise Neason
Bee Bergvall & Co
Lynn Ozer
Michael E. Plunkett
Plunkett Law Group
Matthew Raymon
Third Arch Investments
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
Peter Seelaus of Sherpa Financial, Seelaus Financial is a member of XPX Philadelphia
Peter J Seelaus
Sherpa Financial, Seelaus Financial
Christine Trumbull of Coaching the Climb is a member of XPX Philadelphia
Christine Trumbull
Coaching the Climb
Paul Visokey of Stony Hill Advisors is a member of XPX Fairfield County
Paul Visokey
Stony Hill Advisors
Sean C Wieland
Tannhauser Financial
Elizabeth M. Witko
Drucker & Scaccetti
Randall Yardumian
Bee Bergvall Co

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.

Click here to review the case study before the session and be prepared to share your thoughts!

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.


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

Virtual Event Pricing:

Non-Members: $30.00
Other XPX Chapter Members: $10.00
XPX Philadelphia Members in good standing are complimentary, so join Today!

Connection details sent upon registration.