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  • Exit Planning Exchange
Exit Planning Exchange
Nov
16

XPX Philadelphia: Maximize Your Exit

Details

Date & Time

Wed, Nov 16th, 2022 â‹… 7:45am - 9:00pm (EST)

Location

1600 Market Street, Philadelphia, PA 19103

Tickets

Non-members
$75.00
Non-members Same Day/Walk-In Fee
$85.00
Other XPX Chapter Members
$55.00
Other XPX Chapter Members Walk-In/Same Day Fee
$65.00
Philadelphia Members
$0.00
Philadelphia Sponsor
$0.00
Guests

Registrants

20 people attended
Diane DeCesare of Armanino LLP is a member of XPX Philadelphia
WC
William Meagher of Bank of America Private Bank is a member of XPX Philadelphia
NM
Susan Rosner of Calder Associates is a member of XPX Philadelphia
+15
A refresher on maximizing an exit including discussions on owner readiness, tax and cash flow planning and best practices.


Our Speaker:


Diane DeCesare, CPA
Partner
Armanino LLP

A mergers and acquisitions expert, Diane is a tax practitioner with an extensive background in business, accounting and financial planning. She puts her wide range of skills to work for S corporations, partnerships and individuals. Diane has provided cash flow, tax planning and financial review of documents for transactions.


Registration Fees:

XPX Philadelphia Members: No Charge

Other XPX Chapter Members: $55.00
Other XPX Chapter Members Same Day/Walk-In Fee: $65.00

Non-Members: $75.00
Non-Members Same Day/Walk-In Fee:: $85.00

Registration is required as space is limited.  Registration covers continental breakfast .

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.
Diane DeCesare of Armanino LLP is a member of XPX Philadelphia
Diane Decesare
Armanino LLP
WC
William Cornelius
M&T Bank
William Meagher of Bank of America Private Bank is a member of XPX Philadelphia
William Meagher
Bank of America Private Bank
NM
Nastassja Markham Coletta
Drucker & Scaccetti
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
Herb Fineburg of Offit Kurman, P.A. is a member of XPX Philadelphia
Herb Fineburg
Offit Kurman, P.A.
Michael lefkowitz of Benjamin Ross Group is a member of XPX Philadelphia
Michael Lefkowitz
Benjamin Ross Group
William Mohnacs of Parke Bank is a member of XPX Philadelphia
William Mohnacs
Parke Bank
FS
Frank Spezzano
irus advisory
NY
Nicholas Yodock
Archer & Greiner P.C
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
Sean Wieland
Tannhauser Financial
Tom Poltersdorf of Beyond Your Exit Wealth Management is a member of XPX Philadelphia
Tom Poltersdorf
Beyond Your Exit Wealth Management
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Martin Abo
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC
Joseph Mayernick of HQ Exec is a member of XPX Philadelphia
Joseph Mayernick
HQ Exec
Brian Blatchley of EOS Worldwide is a member of XPX Philadelphia
Brian Blatchley
EOS Worldwide
FM
Frank Marcucci Jr
Corporate Valuation Advisors, Inc.
MC
Matthew Carrozza
BNY Mellon Wealth Management
John Pauciulo of Pauciulo Law Firm, LLC is a member of XPX Philadelphia
John Pauciulo
Pauciulo Law Firm, LLC
AO
Andrew O'Brien
Vantage Residential
Max McCauley of Offit Kurman, P.A. is a member of XPX Philadelphia
Max McCauley
Offit Kurman, P.A.