XPX Philadelphia Bucks & Montgomery County Meeting: Lawyers and M&A Advisors: Oil and Water or Sugar and Spice?

Lawyers and M&A advisors have different areas of expertise, which can sometimes lead to conflicting opinions on how to proceed with a deal. Lawyers are trained to think about risks and legal obligations, while business brokers and M&A advisors focus on maximizing a transaction's value. However, when these two professions work together, they can complement each other's strengths and achieve better outcomes for their clients. An M&A Advisor and lawyer team can help businesses navigate complex deals and reduce the risks of legal issues.

Join us at our April session, for a lively discussion and case study that will provide insight about the inner workings of a lawyer and M&A advisor working together to close a deal.

Our Speakers:

Joanne Murray
Partner
Antheil Maslow and MacMinn, LLP

Joanne is committed to helping small business owners achieve their goals. From inception to business maturity, Joanne serves as an experienced and insightful counselor to business owners as they face the financial, legal and operational challenges that are an inevitable part of the life cycle of a business.

Susan Rosner
Managing Partner
Calder Associates

Susan combines Calder Associates’ proprietary process and her intimate understanding of both the financial and human side of each transaction, to guide clients through the exhilarating, sometimes nerve-wracking, always life-altering journey that is buying, selling, or recapitalizing a business.

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.