Event – Exit Planning Exchange

19

Jan

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

January

19

Wednesday

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Event Information

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Date & Time

Wed, Jan 19^th, 2022
7:45am - 9:30am (EST)

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

37 Registered

Martin H Abo

Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC

Joseph M Armstrong

Offit Kurman

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Ralph J. Colucci

Genova Group LLC

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Peter Cook

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William R Cornelius

M&T Bank

Diane DeCesare

Drucker & Scaccetti

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David P DeMuth

CFO Consulting Partners LLC

Steve N Economou

Bridge Corporate Finance LLC

Herb R. Fineburg

Offit Kurman, P.A.

Andrew E Finkle

Marcum LLP

Jack L Hendler

Avalon Net Worth Group

TARA HODGENS HODGENS

Advanced Corporate Solutions

Patrick Hurley

MidMarket Capital Advisors, LLC

Fred M Kaplan

Stony Hill Advisors

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Maryann Lewis

Investors Bank

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Nastassja Markham Coletta

Drucker & Scaccetti

Sean-Tamba Matthew

SES ESOP Strategies, a Stevens & Lee/Griffin Company

Max McCauley

Offit Kurman, P.A.

Bryan T McGrath

BNY Mellon Wealth Management

William J Meagher

Bank of America Private Bank

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Ashley Menders

Drucker & Scaccetti

John Mesko

Drucker & Scaccetti, P.C.

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Tim Middleton

Corporate Valuation Advisors

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Bob A Molony

Expense Reduction Analysts

Joanne M. Murray

Antheil Maslow & MacMinn, LLP

Denise Neason

Bee Bergvall & Co

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Lynn Ozer

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Matthew Raymon

Third Arch Investments

Orlando M Rivera

ASPIRA Business Brokers & Advisors

Susan Rosner

Calder Associates

Peter J Seelaus

Sherpa Financial, Seelaus Financial

Frank Spezzano

irus advisory

Stephen C Target

Newton One Advisors

Christine Trumbull

Pinnacle Exit Group

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Jim Vigna

Live Oak Bank

Paul Visokey

Stony Hill Advisors

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Sean C Wieland

Tannhauser Financial

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Elizabeth M. Witko

Drucker & Scaccetti

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Randall Yardumian

Bee Bergvall Co

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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