20
Oct
XPX Philadelphia: The Seller’s Journey- Where do we go from here? (Boise or Bust!)
October
20
Wednesday

Event Information

Date & Time

Wed, Oct 20th, 2021
7:45am - 9:30am (EDT)

Location

Virtual - connection details sent upon registration

Status

XPX Registration Closed

Price

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
DOUG BLOOM
DAB VENTURES, INC.
Brandon Caine
Drucker & Scaccetti
Gregory Caruso of Harvest Business Advisors is a member of XPX Philadelphia
Gregory Caruso
Harvest Business Advisors
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 Bridge Corporate Finance LLC is a member of XPX Philadelphia
Steve N Economou
Bridge Corporate Finance LLC
Steve Economou of Bridge Corporate Finance LLC is a member of XPX Philadelphia
Steve N Economou
Bridge Corporate Finance LLC
Herb Fineburg of Offit Kurman, P.A. is a member of XPX Philadelphia
Herb R. Fineburg
Offit Kurman, P.A.
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia.
Fred M Kaplan
Stony Hill Advisors
Michael Karwic of Simone Zajac Wealth Mgmt Group is a member of XPX Philadelphia
Michael B Karwic
Simone Zajac Wealth Mgmt Group
Frank Marcucci
Nastassja Markham Coletta
Drucker & Scaccetti
Max McCauley of Offit Kurman, P.A. is a member of XPX Philadelphia
Max McCauley
Offit Kurman, P.A.
Bryan McGrath of BNY Mellon Wealth Management is a member of XPX Philadelphia
Bryan T McGrath
BNY Mellon Wealth Management
Ashley Menders
Drucker & Scaccetti
Michael Molder of AILA Limited is a member of XPX Philadelphia
Michael J Molder
AILA Limited
Bob A Molony
Expense Reduction Analysts
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
John Pauciulo of Eckert Seamans Cherin & Mellott, LLC is a member of XPX Philadelphia
John W. Pauciulo
Eckert Seamans Cherin & Mellott, LLC
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
Jim Vigna
Live Oak Bank
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.

In October, Doug Bloom of DAB Ventures will lead us in a lively discussion based on our 2021-2022 Case Study. In this interactive session, we will explore options, priority actions and share insights into how the seller should think about preparing for a successful exit.

The case study is based on a $40M, privately held, family owned Manufacturing Company who is planning for their exit. This next session is designed to share knowledge, build relationship within XPX Philadelphia and learn from our shared values and experience. The sessions will be highly interactive, engaging and thought-provoking!

You can read the case study by clicking on the link below.

XPX Philadelphia case study 


Our Speaker:


Doug Bloom
DAB Ventures

Doug Bloom coaches high-performing CEOs, investors, and other wealth creators to cultivate success by focusing on priorities, strategy, leadership, and accountability.

From 2006 through 2016, Doug was CEO of RealWinWin, a venture-backed, energy-efficiency services company (sold in 2016). RealWinWin identified and captured rebates and incentives in support of “national brand” customers and vendors.

Doug’s operational experience includes investment, business development and sales, with an early career in software and Venture Capital. Doug has held start-up roles in retail, consulting, software, and business services.

Doug has an MBA from Wharton, an MSE from Penn and a BA degree from Colgate.


AGENDA:

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.

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