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  • Exit Planning Exchange
Exit Planning Exchange
Sep
08

XPX DC Metro: Growing a Business Through Acquisitions

Details

Date & Time

Thu, Sep 8th, 2022 ⋅ 7:30am - 9:00am (EDT)

Location

Bethesda Country Club 7601 Bradley Blvd, Bethesda, MD 20817

Tickets

DC Metro Members
$35.00
DC Metro Sponsors
$0.00
Non-Members
$60.00
Guests

Registrants

36 people attended
Barry Weinbaum of New York Life is a member of XPX DC Metro
Herb Ezrin of Potomac Business Group is a member of XPX DC Metro
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
Alan Schulman of Insurance Benefits and Advisors is a member of XPX DC Metro
CN
+31

Most entrepreneurs desire to grow their business as fast as possible and eventually sell for a nice price. In his recent book Buy, Then Build, the author Walker Diebel makes the case that rapid growth can be attained efficiently and effectively through acquisition.

Please join us as Collin Norris of Truist shares his experience as an SBA Business Development Officer helping business owners do just that. As an expert in business acquisition lending, Collin will share the “art of the possible” for what can be achieved using an SBA-guaranteed loan.

Our Speaker:


Collin Norris

SBA Business Development Officer
Sr Vice President
TRUIST

As an SBA BDO, Collin supports multiple regions throughout the Mid-Atlantic, responsible for driving the SBA lending initiatives in his respective market, primarily focusing on the SBA 7a and SBA 504 products. Collin provides financing solutions to small businesses for real estate purchases, working capital, equipment financing, and change of ownership.

Prior to joining Truist, Collin served as a Business Banker for Capital One Bank. Collin began his business banking career in 2008 as a Relationship Manager with SunTrust Bank after transitioning from the residential lending industry.

He is an avid outdoorsman and enjoys hunting and fishing. Collin lives in Middletown, Maryland with his wife and three children.

AGENDA: 

Arrival/Check in – 7:30 AM (EDT)
Program starts at 8:00 AM (EDT)

XPX DC Members in good standing – $35.00 so join Today!
Other XPX Chapter Members – $45.00
Non-Members – $60.00

Full breakfast is included.

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.
Barry Weinbaum of New York Life is a member of XPX DC Metro
Barry Weinbaum
New York Life
Herb Ezrin of Potomac Business Group is a member of XPX DC Metro
Herb Ezrin
Potomac Business Group
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
Robert Cohen
Cohen CPA Strategies, LLC
Alan Schulman of Insurance Benefits and Advisors is a member of XPX DC Metro
Alan Schulman
Insurance Benefits and Advisors
CN
Collin Norris
Truist
Karen Shapiro of Stein Sperling Bennett De Jong Driscoll PC is a member of XPX DC Metro
Karen Shapiro
Stein Sperling Bennett De Jong Driscoll PC
SG
Stephanie Gumm
Horizon Advisory Group
PS
Peter Schwartz
Vistage Worldwide
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial Group
BS
Bernard Suissa
Wells Fargo
NN
Narayanan Natarajan
LN Holdings Inc
Michael Wolk of Expense Reduction Analysts Inc. is a member of XPX DC Metro
Michael Wolk
Expense Reduction Analysts Inc.
Akila Narayanan of Cortland Valuation is a member of XPX DC Metro
Akila Narayanan
Cortland Valuation
Taylor Devine of The CDI Group is a member of XPX DC Metro
Taylor Devine
The CDI Group
Sarah Cato of Financial Growth Partners is a member of XPX DC Metro
Sarah Cato
Financial Growth Partners
Michael Metz of FNB is a member of XPX DC Metro
Michael Metz
TRUIST (Formerly SunTrust/BB&T)
Todd Feldman of Merit Financial Advisors is a member of XPX DC Metro
Todd Feldman
OBSIDIAN PLANNING SOLUTIONS
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Stuart Sorkin
The Business and Legal Advisors, LLC
SR
Steven Rinaldi
Steven D. Rinaldi, P.C.
TK
Tim Kelly
McGriff / Truist
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
Edward Bortnick of CBIZ.COM is a member of XPX DC Metro
Edward Bortnick
skmb,p.a.(Cpa's & Business Valuators)
VK
Val Kaiser
Elden Street Financial
DR
Diane Rosenberg
Acer Title Company
Ron Moore of Schooley Mitchell is a member of XPX DC Metro
Ron Moore
Schooley Mitchell
SL
Sylvia Lagerquist
Haines & Lagerquist CPAs, LLC
Matthew Haskin of Bregman, Berbert, Schwartz & Gilday, LLC is a member of XPX DC Metro
Matthew Haskin
The Business and Legal Advisors, LLC
RC
Richard Chisholm
WardChisholm, LLP
Jamie Waldren of Wells Fargo Advisors is a member of XPX Maryland
Jamie Waldren
Wells Fargo Advisors
AM
Andrew Milne
McMillan Metro PC
Robert (Bob) Webb of Miles & Stockbridge, P.C. is a member of XPX DC Metro
Robert (bob) Webb
Miles & Stockbridge, P.C.
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Abby Bensimhon
Employee Benefit Research Institute
MM
Mike Mendez
McGriff
Augusto Martinez of Freedom Strategy LLC - Outsourced CFO Services & Analytics is a member of XPX Maryland
Augusto Martinez
Freedom Strategy
Rich Volin of Volin Employment Law, PLLC is a member of XPX DC Metro
Rich Volin
Volin Employment Law, PLLC
JD
Josiah Day
Community Foundation for Northern Virginia