XPX South Florida (Hybrid Meeting): Introduction to the Case Study: Big Picture review of Company needs in Preparing to Sell

Please join XPX South Florida for the first installment of our 2022 exciting, in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers will discuss the exit planning strategies to be employed by a model middle market software development company with $50 million in annual revenues. In this first session, we will introduce the company and its owners and highlight the opportunities and challenges the owners will face on their road to a well-developed exit plan.

Click here to download the case study.

Our Panel:

Rana M. Gorzeck, Attorney, Ward Damon LLP
Erik Perlman, Financial Advisor, Merrill Lynch

AGENDA:

Arrival/Check in - 11:45 AM to 12:00 PM 
Program- 12:00 PM to 1:30 PM (optional networking afterwards)

Registration Fees for In-Person & Hybrid Options:

Non-Members – $40.00
Other XPX Chapter Members – $35.00
XPX South Florida Members in good standing – $30.00 so join Today!

Live event participants will be provided lunch (sandwich/salad).  Virtual – Connection details sent upon registration.

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.