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  • Exit Planning Exchange
Exit Planning Exchange
Oct
26

XPX Philadelphia Bucks & Montgomery County Meeting - Net working capital, preparing for the inevitable fight in every deal.

Details

Date & Time

Thu, Oct 26th, 2023 ⋅ 7:30am - 9:15am (EDT)

Location

Offices of Antheil Maslow & MacMinn 131 W. State Street Doylestown, PA 18901 Note: Please park in lot across Clinton Street.

Tickets

Non-members
$40.00
Non-Members Same Day/Walk-In
$60.00
Philadelphia Sponsor
$0.00
XPX Philadelphia Members
$0.00
Guests

Registrants

18 people attended
David DeMuth of CFO Consulting Partners, LLC is a member of XPX Philadelphia
Matt Kardish of Stephano Slack LLC is a member of XPX Philadelphia
Stephen Target of Newton One Advisors is a member of XPX Philadelphia
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
+13
We will lead a discussion of working capital including, estimating, establishing the target, negotiating working capital in the definitive agreements, and post-closing measurement and adjustments.

Our Speakers:


Susan Rosner

Managing Partner
Calder Associates of Pennsylvania

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.


Matt Kardish, CPA, CEP

Manager, Transaction and Financial Advisory Services
Stephano Slack LLC

Matt is a CPA and CEPA, currently working on building out a new Transaction Advisory practice from the ground up at Stephano Slack LLC, a regional public accounting firm with 75 employees with offices in Wayne, PA and Wilmington, DE. He provides buy-side and sell-side due diligence services to companies in the lower middle market. He also provides services related to business benchmarking and competitive analysis, valuation, and general CFO advisory and consulting. When Matt isn’t at work, he is very active in his local nonprofit community and looks to bring that attitude back to his firm!

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

Coffee and light breakfast included


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.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
David DeMuth of CFO Consulting Partners, LLC is a member of XPX Philadelphia
David Demuth
CFO Consulting Partners LLC
Matt Kardish of Stephano Slack LLC is a member of XPX Philadelphia
Matt Kardish
Stephano Slack LLC
Stephen Target of Newton One Advisors is a member of XPX Philadelphia
Stephen Target
Newton One Advisors
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Karl Berger
Fractal Sales
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
PA
Paul Avery
Meridian Bank
Bryan McGrath of BNY Mellon Wealth Management is a member of XPX Philadelphia
Bryan McGrath
BNY Mellon Wealth Management
RB
Ray Babik
Fulton Bank
Kim Arnold of WSFS Bank is a member of XPX Philadelphia
Kimberly Arnold
Meridian Bank
DB
Doug Bloom
DAB VENTURES, INC.
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Expense Reduction Analysts
ML
Maryann Lewis
Citizens Bank
Steve Economou of Grassi & Co, is a member of XPX Philadelphia
Steve Economou
Grassi & Co,
Cynthia Bergvall of Bee, Bergvall & Co is a member of XPX Philadelphia
Cynthia Bergvall
Bee, Bergvall & Co
FM
Frank Marcucci Jr
Corporate Valuation Advisors, Inc.
JP
Jeffrey Pugh
Fulton Bank
AF
Andrew Flogel
JP Morgan Private Bank