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  • Exit Planning Exchange
Exit Planning Exchange
Jan
19

XPX Philadelphia: Helping Owners “Realistically” Evaluate the Value of their Business.

Details

Date & Time

Wed, Jan 19th, 2022 ⋅ 7:45am - 9:30am (EDT)

Location

Virtual - connection details sent upon registration

Tickets

Non-members
$30.00
Other XPX Chapter Members
$10.00
Philadelphia Members
$0.00
Philadelphia Sponsor
$0.00
Guests

Registrants

39 people attended
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
RC
RY
Peter Seelaus of Sherpa Financial, Seelaus Financial is a member of XPX Philadelphia
JV
+34

We continue to follow the story of the Resnicks and SMS Manufacturing. So now we have the opportunity to help the Resnicks realistically evaluate the value of their business. We will approach the case study from the point of view of a trusted advisor and how we communicate the positives and negatives to business owners. How do we artfully help owners deal with all of the noise, misinformation, and the volume and velocity of issues outside of their expertise?

The discussion will be led by Steve Economou who has more than 30 years of investment banking and transaction advisory experience. Steve has advised on more than $2 billion in transactions and completed more than 100 board and strategic advisory engagements.


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

XPX Philadelphia case study 



Our Speaker: 

Steve Economou


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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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Martin Abo
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC
RC
Ralph Colucci
Genova Group LLC
RY
Randall Yardumian
Bee Bergvall Co
Peter Seelaus of Sherpa Financial, Seelaus Financial is a member of XPX Philadelphia
Peter Seelaus
Sherpa Financial, Seelaus Financial
JV
Jim Vigna
Live Oak Bank
Steve Economou of Grassi & Co, is a member of XPX Philadelphia
Steve Economou
Bridge Corporate Finance LLC
Denise Neason of Bee Bergvall & Co is a member of XPX Philadelphia
Denise Neason
Bee Bergvall & Co
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
Marcum LLP
Max McCauley of Offit Kurman, P.A. is a member of XPX Philadelphia
Max McCauley
Offit Kurman, P.A.
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
Stephen Target of Newton One Advisors is a member of XPX Philadelphia
Stephen Target
Newton One Advisors
William Meagher of Bank of America Private Bank is a member of XPX Philadelphia
William Meagher
Bank of America Private Bank
Joseph Armstrong of Offit Kurman is a member of XPX Philadelphia
Joseph Armstrong
Offit Kurman
Joanne Murray of Antheil Maslow & MacMinn, LLP is a member of XPX Philadelphia
Joanne Murray
Antheil Maslow & MacMinn, LLP
NM
Nastassja Markham Coletta
Drucker & Scaccetti
AM
Ashley Menders
Drucker & Scaccetti
FS
Frank Spezzano
irus advisory
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
Sean Wieland
Tannhauser Financial
David DeMuth of CFO Consulting Partners, LLC is a member of XPX Philadelphia
David Demuth
CFO Consulting Partners LLC
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
ML
Maryann Lewis
Investors Bank
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack Hendler
Avalon Net Worth Group
PC
Peter Cook
Everingham & Kerr
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Expense Reduction Analysts
Herb Fineburg of Offit Kurman, P.A. is a member of XPX Philadelphia
Herb Fineburg
Offit Kurman, P.A.
Bryan McGrath of BNY Mellon Wealth Management is a member of XPX Philadelphia
Bryan McGrath
BNY Mellon Wealth Management
TM
Tim Middleton
Corporate Valuation Advisors
Sean-Tamba Matthew of SES ESOP Strategies, a Stevens & Lee/Griffin Company is a member of XPX Philadelphia
Sean-Tamba Matthew
SES ESOP Strategies, a Stevens & Lee Company
LO
Lynn Ozer
Multifunding
Christine Trumbull of Pinnacle Exit Group is a member of XPX Philadelphia
Christine Trumbull
Pinnacle Exit Group
Orlando Rivera of ASPIRA Business Brokers & Advisors is a member of XPX Philadelphia
Orlando Rivera
ASPIRA Business Brokers & Advisors
Patrick Hurley of MidMarket Capital Advisors, LLC is a member of XPX Philadelphia
Patrick Hurley
MidMarket Capital Advisors, LLC
Matthew Raymon of Third Arch Investments is a member of XPX Philadelphia
Matthew Raymon
Third Arch Investments
William Cornelius of M&T Bank is a member of XPX Philadelphia
William Cornelius
M&T Bank
Diane DeCesare of Armanino LLP is a member of XPX Philadelphia
Diane Decesare
Drucker & Scaccetti
TARA HODGENS of Advanced Corporate Solutions is a member of XPX South Florida
Tara Hodgens
Advanced Corporate Solutions
John Mesko of Armanino LLP is a member of XPX Philadelphia
Johnny Mesko
Drucker & Scaccetti, P.C.
EW
Elizabeth Witko
Drucker & Scaccetti