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  • Exit Planning Exchange
Exit Planning Exchange
May
25

XPX New Jersey: Quality of Earnings and Valuation: Two Pillars of the Sale/Purchase of a Closely Held Business

Details

Date & Time

Wed, May 25th, 2022 â‹… 8:00am - 10:00am (EDT)

Location

Park Ave Club, 184 Park Ave, Florham Park, NJ 07932

Tickets

New Jersey & Tri-State Members
$0.00
Non-members (Early Bird through 5/22)
$60.00
Non-Members Regular Fee
$75.00
Non-Members Same Day Registration/Walk-in Fee
$90.00
Other Chapter Members (Early Bird through 5/22)
$55.00
Other Chapter Members Regular Fee
$70.00
Other Chapter Members Same Day Registration/Walk-In Fee
$80.00
Guests

Registrants

28 people attended
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Peter Holmes of Supporting Strategies | Northwest New Jersey is a member of XPX New Jersey
David DeMuth of CFO Consulting Partners, LLC is a member of XPX Philadelphia
BA
Sharon Bender of Webster Bank is a member of XPX Tri-State
+23


Our Speakers:

Donna Lobete
Valuation & Business Analytics Senior Manager
BDO USA, LLP

Marilyn Garcia
Principal
Transaction Advisory Services at Citrin Cooperman


Event Pricing:

Non-Members

Same Day Registration/Walk-in Fee: $90.00
$75.00 Regular Fee
$60.00 Early Bird (through 5/22)


Other XPX Chapter Members

Same Day Registration/Walk-in Fee: $80.00
$70.00 Regular Fee
$55.00 Early Bird (through 5/22)

XPX NJ and Tri-State Members in good standing are complimentary, so join Today!

Breakfast will be served.

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.
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Danielle Kelly
Fidelity Charitable
Peter Holmes of Supporting Strategies | Northwest New Jersey is a member of XPX New Jersey
Peter Holmes
Supporting Strategies | Northwest New Jersey
David DeMuth of CFO Consulting Partners, LLC is a member of XPX Philadelphia
David Demuth
CFO Consulting Partners LLC
BA
Brad Abramson
Marsh McLennan
Sharon Bender of Webster Bank is a member of XPX Tri-State
Sharon Bender
Sterling National Bank
Charles Melita of Integrated Financial Concepts is a member of XPX New Jersey
Charles Melita
Integrated Financial Concepts
Clare McCoy of BNY Mellon Wealth Management is a member of XPX New Jersey
Clare McCoy
BNY Mellon Wealth Management
BL
Bernie Leone
Withum
Kent Schwarz of Becker LLC is a member of XPX New Jersey
Kent Schwarz
Becker LLC
ZW
Zack Warringer
Merrill Lynch Wealth Management
BG
Ben Garcia
Berkshire Bank
John Dowd of Bernstein is a member of XPX Tri-State
John Dowd
Bernstein
Christian Jensen of Jensen Law Firm LLC is a member of XPX Tri-State
Christian Jensen
Jensen Law Firm LLC
GM
Gene McCarthy
TriState Capital
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
Expense Reduction Analysts
DL
Donna Lobete
BDO
Marilyn Garcia of Citrin Cooperman is a member of XPX Tri-State
Marilyn Garcia
Citrin Cooperman
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
NS
Norman Sanyour
Capital Group Private Client Services
Jack Cox of NorthBridge Business Advisors is a member of XPX New Jersey
Jack Cox
NorthBridge Business Advisors
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan
Withum
MC
Marc Chase
withum
DW
Danny Wood
Sandler Training by Danny Wood
AP
Adam Psichos
Glenmede Trust Company
JD
Jack Donahue
Badu Networks
MP
Martha Post
Growth Catalystics
JV
Jim Vigna
Live Oak Bank
NR
Nada Reilly
BDO USA LLP