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  • Exit Planning Exchange
Exit Planning Exchange
Nov
03

XPX DC Metro: Employee Retention Strategies to Maximize Sales Proceeds

Details

Date & Time

Thu, Nov 3rd, 2022 ⋅ 7:30am - 9:00am (EDT)

Location

Bethesda Country Club - 7601 Bradley Blvd, Bethesda, MD 20817

Tickets

DC Metro Members
$35.00
DC Metro Members Same Day/Walk-In Fee
$45.00
DC Metro Sponsors
$0.00
Non-Members
$60.00
Non-Members Same Day/Walk-In Fee
$70.00
Other XPX Chapter Members
$45.00
Other XPX Chapter Members Same Day/Walk-In Fee
$55.00
Guests

Registrants

22 people attended
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
Jeffrey Gregorio of Merrill Lynch is a member of XPX DC Metro
Karen Shapiro of Stein Sperling Bennett De Jong Driscoll PC is a member of XPX DC Metro
GK
SG
+17

The most critical non-financial “value driver” in any business transition is a sound management team. As Exit Planning professionals we often emphasize Corporate Planning and Owner’s Personal Planning, but overlook planning for those who will remain with the company. Please join us as Stuart Sorkin, founder of Business and Legal Advisors, shares concepts and strategies to incentivize key employees to remain and make the new owners successful. Stuart brings decades of business, financial and legal expertise to educate on the wide variety of options for incentive comp plans, as well as the implications of various corporate structures on these plans.


Our Speaker:


Stuart Sorkin

Founder
Business and Legal Advisors

Stuart H. Sorkin is the founder of Business and Legal Advisors, a business consulting firm that serves start-up and existing small/mid-size businesses in the design and implementation of business growth strategies. His 40 years of experience as an entrepreneur, CPA, and attorney, allows him to develop customized business growth plans that establishes employee and management accountability towards ultimate business goals.

He holds a B.S.B.A. in Accounting and Finance the American University, a law degree from the University of Miami,and LL.M in taxation from Georgetown University, and is the co-author of Expensive Mistakes When Buying & Selling Companies…and How to Avoid Them in Your Deals.

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!
XPX DC Members Same Day/Walk-in Fee - $45.00

Other XPX Chapter Members – $45.00
Other XPX Chapter Members Same Day/Walk-in Fee - $55.00

Non-Members – $60.00
Non-Members Same Day/Walk-in Fee – $65.00

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, no substitutes.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
Robert Cohen
Cohen CPA Strategies, LLC
Jeffrey Gregorio of Merrill Lynch is a member of XPX DC Metro
Jeffrey Gregorio
Merrill Lynch
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
GK
Gordon Kimpel
Veritas Financial
SG
Stephanie Gumm
Horizon Advisory Group
Andy Schuman of Insperity is a member of XPX DC Metro
Andy Schuman
Insperity
Kris Kornemann of Financial Advantage Associates is a member of XPX DC Metro
Kris Kornemann
Financial Advantage Associates
Herb Ezrin of Potomac Business Group is a member of XPX DC Metro
Herb Ezrin
Potomac Business Group
Alan Schulman of Insurance Benefits and Advisors is a member of XPX DC Metro
Alan Schulman
Insurance Benefits and Advisors
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Stuart Sorkin
The Business and Legal Advisors, LLC
PF
Peter Feinman
Pennington Partners & Co.
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial Group
SR
Sean Rosensteel
EOS
Barry Weinbaum of New York Life is a member of XPX DC Metro
Barry Weinbaum
New York Life
Joel Susco of Withum Smith + Brown is a member of XPX DC Metro
Joel Susco
Withum Smith + Brown
MH
Matthew Haskin
Bregman, Berbert, Schwartz & Gilday, LLC
Akila Narayanan of Cortland Valuation is a member of XPX DC Metro
Akila Narayanan
Cortland Valuation Group, Inc.
Rich Volin of Volin Employment Law, PLLC is a member of XPX DC Metro
Rich Volin
Volin Employment Law, PLLC
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
Michael Metz of TRUIST (Formerly SunTrust/BB&T) is a member of XPX DC Metro
Michael Metz
TRUIST (Formerly SunTrust/BB&T)
JF
Josh Friedson
Guaranteed Rate Mortgage