XPX Philadelphia Bucks & Montgomery County Meeting - Exiting Your Business Now versus In the Future: How We as Advisors Can Help

Attention all XPX Members and Guests! We invite you to join us for an engaging presentation and discussion on "Exiting Your Business Now vs In the Future: How We as Advisors Can Help." Our expert speaker will provide insights into business value drivers and the differences of when the exit is urgent verses there is more time for planning. Bring your questions and insights for a lively discussion. This is a great opportunity to stay informed and provide valuable guidance to your clients. Mark your calendars and don't miss out on this informative meeting. See you there!

Our Speaker:

Tom Poltersdorf Jr.
Founder
Beyond Your Exit Wealth Management

Tom Poltersdorf Jr, CFP®, CEPA® is the founder of Beyond Your Exit Wealth Management. A financial planning and exit planning firm focused on helping business owners transition out of there business on their terms while also living a life of purpose and fulfillment after the sale. Tom has 15 years of experience advising businesses on how to get their finances in order and prepare themselves for retirement. In this presentation, he will share how owners can preserve transferable value by addressing key value drivers within their business and become exit ready.

Registration Fees:

XPX Philadelphia Members in good standing – FREE, there is no charge for this event but registration is required for headcount purposes. Join our membership today and enjoy the benefits!

Non-members: $40.00
Same Day/Walk-In: $50.00

Click here  for directions. Please park in the Doylestown Borough lot across from the office on Clinton Street or on the street. If there is inclement weather, we will follow the CB school district. If they delay or cancel school the XPX meeting will also be cancelled.

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.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes/not transferable.