XPX Philadelphia: Leaving a Legacy Post Sale- Preserving Value through Pre-Sale tax and Post Sale Estate Planning

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 November, Herb Fineburg and Charles ‘Max’ A. McCauley, III of Offit Kurman will lead an informative discussion based on our 2021-2022 Case Study. In this interactive session, Herb will discuss options for tax and estate planning that will ensure that the business owner can leave a legacy.

The case study is based on a $40M, privately held, family owned Manufacturing Company that is planning for an 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 Speakers: 

Herb Fineburg, Shareholder & Managing Partner, Philadelphia office at Offit Kurman, LLC

Mr. Fineburg is recognized as one of Philadelphia's most respected business lawyers whose substantial knowledge of tax law provides clients with strategic and cost-saving benefits in connection with commercial transactions, taxation and wills, trusts and estates matters. Mr. Fineburg has assisted businesses and individuals with the organization of their finances, business and real estate affairs, and the structure of their assets A graduate of Washington University, Mr. Fineburg received his law degree from the University of Missouri and a Master of Laws in Taxation (LL.M) from the New York University School of Law, Graduate Division.  

Charles ‘Max’ A. McCauley, III, Attorney, Philadelphia office at Offit Kurman, LLC

Charles "Max" A. McCauley III is an attorney with extensive business experience. Mr. McCauley is a member of Offit Kurman's business law and transaction practice group as a principal attorney in the suburban Philadelphia and Wilmington, Delaware offices. Mr. McCauley’s practice has involved corporate, banking, real estate, employment, tax, corporate and commercial litigation, and bankruptcy matters. He also advises clients on electronic discovery issues and is the former co-chair of the E-Discovery and Technology Law Section of the Delaware State Bar Association. Although he focuses his practice in all areas of business law, he also calls upon his significant business education and extensive experience garnered while managing his family's business and serving as general counsel to a group of privately held multinational companies with operations in the United States and China. This blend of experience uniquely qualifies him to provide steadfast counsel to businesses on all legal issues they face.

AGENDA:

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