19
Jan
XPX Philadelphia: Helping Owners “Realistically” Evaluate the Value of their Business.
January
19
Wednesday

Event Information

Date & Time

Wed, Jan 19th, 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

Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Martin H Abo
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC
Joseph Armstrong of Offit Kurman is a member of XPX Philadelphia
Joseph M Armstrong
Offit Kurman
Ralph J. Colucci
Genova Group LLC
Peter Cook
Diane DeCesare of Drucker & Scaccetti is a member of XPX Philadelphia
Diane DeCesare
Drucker & Scaccetti
David P DeMuth
CFO Consulting Partners LLC
Steve Economou of Bridge Corporate Finance LLC is a member of XPX Philadelphia
Steve N Economou
Bridge Corporate Finance LLC
Herb Fineburg of Offit Kurman, P.A. is a member of XPX Philadelphia
Herb R. Fineburg
Offit Kurman, P.A.
Andrew Finkle of Marcum LLP is a member of XPX Philadelphia
Andrew E Finkle
Marcum LLP
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack L Hendler
Avalon Net Worth Group
TARA HODGENS of Advanced Corporate Solutions is a member of XPX South Florida
TARA HODGENS HODGENS
Advanced Corporate Solutions
Patrick Hurley of MidMarket Capital Advisors, LLC is a member of XPX Philadelphia.
Patrick Hurley
MidMarket Capital Advisors, LLC
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia.
Fred M Kaplan
Stony Hill Advisors
Maryann Lewis
Investors Bank
Nastassja Markham Coletta
Drucker & Scaccetti
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/Griffin Company
Max McCauley of Offit Kurman, P.A. is a member of XPX Philadelphia
Max McCauley
Offit Kurman, P.A.
Bryan McGrath of BNY Mellon Wealth Management is a member of XPX Philadelphia
Bryan T McGrath
BNY Mellon Wealth Management
William Meagher of Bank of America Private Bank is a member of XPX Philadelphia
William J Meagher
Bank of America Private Bank
Ashley Menders
Drucker & Scaccetti
John Mesko of Drucker & Scaccetti, P.C. is a member of XPX Philadelphia
John Mesko
Drucker & Scaccetti, P.C.
Tim Middleton
Corporate Valuation Advisors
Bob A Molony
Expense Reduction Analysts
Joanne Murray of Antheil Maslow & MacMinn, LLP is a member of XPX Philadelphia
Joanne M. Murray
Antheil Maslow & MacMinn, LLP
Denise Neason of Bee Bergvall & Co is a member of XPX Philadelphia.
Denise Neason
Bee Bergvall & Co
Lynn Ozer
Matthew Raymon
Third Arch Investments
Orlando Rivera of ASPIRA Business Brokers & Advisors is a member of XPX Philadelphia
Orlando M Rivera
ASPIRA Business Brokers & Advisors
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
Peter Seelaus of Sherpa Financial, Seelaus Financial is a member of XPX Philadelphia
Peter J Seelaus
Sherpa Financial, Seelaus Financial
Frank Spezzano of irus advisory is a member of XPX Philadelphia
Frank Spezzano
irus advisory
Stephen Target of Newton One Advisors is a member of XPX Philadelphia
Stephen C Target
Newton One Advisors
Christine Trumbull of Coaching the Climb is a member of XPX Philadelphia
Christine Trumbull
Pinnacle Exit Group
Jim Vigna
Live Oak Bank
Paul Visokey of Stony Hill Advisors is a member of XPX Fairfield County
Paul Visokey
Stony Hill Advisors
Sean C Wieland
Tannhauser Financial
Elizabeth M. Witko
Drucker & Scaccetti
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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