XPX Philadelphia/Bucks County Meeting: Today’s Lending Environment for M&A Deals

Join us for a discussion on what options or structures are available for financing a deal, how to prepare your clients for a successful exit and what the timeline for getting a deal done with SBA financing.

Our Speaker:

Jerry Gauthier
Senior Loan Officer
Live Oak Bank.

Jerry Gauthier is a Senior Loan Officer with Live Oak Bank. Jerry began his banking career in 2000 and has deep expertise in small business lending, specifically SBA, USDA and conventional loan structures. He has also held several financial licenses, including Series 7, 66, Life & Health, Real Estate Sales. Prior to joining Live Oak, Jerry worked for a leading national lender for two decades where he was a top performer in the bank. He specializes in financing M&A, partner buyouts, expansions, and ESOP transactions. Jerry lives in New Jersey with his wife and two daughters.

Registration Fee:

XPX Philadelphia Members: No Charge
Non-members: $40.00

Registration includes coffee, tea, or another beverage.  

BRING A FIRST-TIME GUEST TO XPX!

XPX Philadelphia members are encouraged to bring a first-time guest (FREE) for this event. Members (not guest), can contact angie@exitplanningexchange.com to register your guest.

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, no substitutes.