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  • Exit Planning Exchange
Exit Planning Exchange
Nov
04

XPX DC Metro (Hybrid Meeting) - It’s Complex – An Owner’s Exit Planning Journey

Details

Date & Time

Thu, Nov 4th, 2021 ⋅ 7:30am - 9:30am (EDT)

Location

Bethesda Country Club (and Zoom): The Bethesda Room - 7601 Bradley Blvd, Bethesda, MD 20817

Tickets

DC Metro Members (In-Person)
$35.00
DC Metro Members (Virtual)
$35.00
DC Metro Sponsors (In-Person)
$0.00
DC Metro Sponsors (Virtual)
$0.00
Non-Members (In-person)
$60.00
Non-Members (Virtual)
$60.00
Guests

Registrants

25 people attended
Barry Weinbaum of New York Life is a member of XPX DC Metro
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Matthew Haskin of Bregman, Berbert, Schwartz & Gilday, LLC is a member of XPX DC Metro
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
+20

We’ve had recent opportunity to talk to owners who have completed the sale, and those who have yet to begin the Exit Planning process. This month we have the opportunity to hear from an owner who is in the middle of the process. Jeff Kramer started Kramer Consulting Services, PC in 1994 to provide commercial real estate owners representation/project management services for all phases of new construction and renovation projects. He began his Exit Planning journey while life was “normal” – then  the COVID Pandemic hit!  Jeff has had to adapt and navigate the challenges of an evolving, changing planning environment that has been more complex than ever. Please join us for a panel discussion with Jeffrey and two of his advisors!

Note – this meeting will be a hybrid meeting – you may attend in person or via Zoom!


Meet our Speaker:


Jeffrey Kramer
President, CEO and Founding Principal Kramer Consulting

Mr. Jeff Kramer is the President and CEO of Kramer Consulting. He brings over 39 years of experience to the firm providing expertise in pre-construction services, program management, value engineering, building and lease evalu¬ation, budgets and schedules, contract negotiation, construction management, problem resolution, furniture acquisition and post occupancy dispute media¬tion. With experience on both sides of the table, as a registered Architect and Construction Manager, Jeff brings a unique perspective and a broad range of construction related experience to the team. Jeff is an industry leader, speaking and writing on a variety of professional topics. He is a former Board Member of the Barrie Camp and Montessori Institute and remains involved with community building by working closely with various officials, parents, students, consultants, neighbors and municipalities.

Arrival/Check in - 7:30 AM (EDT)

Program starts at 8:00 AM (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.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Barry Weinbaum of New York Life is a member of XPX DC Metro
Barry Weinbaum
New York Life
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Stuart Sorkin
The Business and Legal Advisors, LLC
Matthew Haskin of Bregman, Berbert, Schwartz & Gilday, LLC is a member of XPX DC Metro
Matthew Haskin
The Business and Legal Advisors, LLC
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
Robert Cohen
Tributum CPA Group,LLC
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Abby Bensimhon
Employee Benefit Research Institute
Edward Bortnick of CBIZ.COM is a member of XPX DC Metro
Edward Bortnick
skmb,p.a.(Cpa's & Business Valuators)
Karen Shapiro of Stein Sperling Bennett De Jong Driscoll PC is a member of XPX DC Metro
Karen Shapiro
Stein Sperling Bennett De Jong Driscoll PC
Lisa Kirchenbauer of Omega Wealth Management is a member of XPX DC Metro
Lisa Kirchenbauer
Omega Wealth Management
Akila Narayanan of Cortland Valuation is a member of XPX DC Metro
Akila Narayanan
Cortland Valuation Group
MF
Margaret Fischer
Cortland Valuation Group
Michael Wolk of Expense Reduction Analysts Inc. is a member of XPX DC Metro
Michael Wolk
Expense Reduction Analysts Inc.
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
Todd Feldman of Merit Financial Advisors is a member of XPX DC Metro
Todd Feldman
OBSIDIAN PLANNING SOLUTIONS
Christine Johnson of N/A is a member of XPX DC Metro
Christine Johnson
N/A
DG
Daniela Gregoire
M&T Bank
JK
Jeffrey Kramer
Principal Kramer Consulting
Ted Smith of Next Capital Management is a member of XPX DC Metro
Ted Smith
Next Capital Management
Michael Metz of FNB is a member of XPX DC Metro
Michael Metz
TRUIST
Kris Kornemann of Financial Advantage Associates is a member of XPX DC Metro
Kris Kornemann
Financial Advantage Associates
Andy Schuman of Insperity is a member of XPX DC Metro
Andy Schuman
Insperity
Rich Volin of Volin Employment Law, PLLC is a member of XPX DC Metro
Rich Volin
Volin Employment Law, PLLC
Gary Altman of Altman Associates is a member of XPX DC Metro
Gary Altman
Altman Associates
DF
Devin Floyd
SR
Steven Rinaldi
Steven D. Rinaldi, P.C.
LB
Lewis Baker
Rock Creek Wealth Planners and Advisors