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  • Exit Planning Exchange
Exit Planning Exchange
Feb
29

XPX New York: Importance of a Quality of Earnings report to the overall sale process

Details

Date & Time

Thu, Feb 29th, 2024 â‹… 8:30am - 10:00am (EDT)

Location

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Tickets

Non-Members Early Bird (through 2/26)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Same Day/Walk-In Fee
$100.00
NYC & Tri-State Members
$0.00
Other XPX Chapter Members Early Bird (through 2/26)
$55.00
Other XPX Chapter Members Regular Fee
$75.00
Other XPX Chapter Members Same Day/Walk-in Fee
$85.00
Guests

Registrants

56 people attended
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
MG
JA
Christopher Michelsen of Strategic Family Capital of B. Riley is a member of XPX Tri-State
PH
+51

Join us for an engaging discussion on Quality of Earnings.


Our Speaker:
  

Mike Graziano

Director of Transaction Advisory
RSM US LLP

Mike Graziano is director of transaction advisory at RSM US LLP, helping buyers and sellers navigate transactions. Mike performs financial due diligence as a buy- and sell-side advisor, analyzing the quality and sustainability of earnings, working capital considerations, and purchase agreements.


Event Pricing:

Non-members:

$75.00 Early Bird (through 2/26)
$90.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee

Other XPX Chapter Members:

$55.00 Early Bird (through 2/26)
$75.00 Regular Fee
$85.00 Same Day Registration/Walk-In Fee

XPX NY and Tri-State Members in good standing are complimentary, so join Today!

Breakfast will be provided.

First Time Guest:  Complimentary pass for potential members to a first XPX event.  Member referral is required. Member (not guest) must email angie@exitplanningexchange.com to register a FIRST TIME 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.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
MG
Mike Graziano
RSM US LLP
JA
Joseph Armenti
Cole Schotz P.C.
Christopher Michelsen of Strategic Family Capital of B. Riley is a member of XPX Tri-State
Christopher Michelsen
Strategic Family Capital - B Riley
PH
Peter Ho
Brio360
RB
Richard Baum
Consumer Growth Partners
Cristina Givelechian of City National Bank is a member of XPX Long Island
Cristina Givelechian
City National Bank
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph Vonehr
CFO Consulting Partners
Nicholas Colombo of Edward Jones is a member of XPX Tri-State
Nicholas Colombo
Edward Jones
DB
David Borsack
Cole Schotz P.C.
BL
Bernie Leone
Withum
SB
Steve Busby
Slate Point Partners
Allan Tepper, CPA of CFO Consulting Partners LLC is a member of XPX Tri-State
Allan Cpa Tepper
CFO Consulting Partners LLC
SC
Stephen Chin
Financial Structures and Advisory, Inc.
ML
Margaret Lanning
Amalgamated Bank
JS
Joshua Shoshan
Wealthspire
MP
Mira Poznyakovskaya
Centri Business Consulting
JL
Jeff Linder
Fresh Branding Group
JF
Julian Friedman
Hotaling Insurance Services
aamir mumtaz of IPX Enterprises, Inc is a member of XPX Tri-State
Aamir Mumtaz
IPX Enterprises, Inc
Greg Libertiny of NBT Associates LLC is a member of XPX Tri-State
Greg Libertiny
NBT Associates LLC
Eric Mendelsohn of Transworld Business Advisors of NY is a member of XPX New York
Eric Mendelsohn
Transworld Business Advisors of NY
CG
Charles Gerber
Triumph First LLC
PD
Phil Dubinsky
Thoroughbred CFO
RP
Robert Pascale
J.P. Morgan Private Bank
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack Hendler
Avalon Net Worth Group
Craig Bartner of Expense Reduction Analysts is a member of XPX New York
Craig Bartner
Expense Reduction Analysts
Sal Cocuzza of Cato Capital Real Estate Group is a member of XPX New York
Sal Cocuzza
DBD Investment Bank
KC
Kennedy Chinyamutangira
RSM US LLP
IC
Ivan Camponogara
Jenna VanLeeuwen, CFP® of Aligning Wealth is a member of XPX Tri-State
Jenna Cfp® Vanleeuwen
Aligning Wealth
Sharon Bender of Webster Bank is a member of XPX Tri-State
Sharon Bender
Webster Bank
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Danielle Kelly
Fidelity Charitable
Peter Wollmeringer of Rockport Investment Partners is a member of XPX New York
Peter Wollmeringer
Rockport Investment Partners
Edward Becker, CPA of Edward H Becker CPA PC is a member of XPX Tri-State
Ed Becker
Armanino, LLP
Leslie Fajfer of CLA is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Leslie Fajfer
Armanino, LLP
EB
Elizabeth Broomfield
Aquitaine Capital
KO
Kevin O'Brien
Bernstein Private Wealth Management
JM
John Maserjian
Financial Structures and Advisory, Inc.
MM
Michael Millard
Millard Capital Advisors
JT
Jonathan Tang
Empire Valuation Consultants
MD
Mark Dailey
Newport LLC
Kevin Kettell of Appraisal Economics is a member of XPX Tri-State
Kevin Kettell
Appraisal Economics
JH
Justin Hirs
Bentley Associates
JH
Jesse Holstein
Dwight Fund
Ahmad Alokush of Ahmadeus Technology is a member of XPX Tri-State
Ahmad Alokush
Ahmadeus Technology
GT
Grant Templin
Morgan Stanley
Frank Brigante of CIBC is a member of XPX New York
Frank Brigante
CIBC
JV
Jim Vigna
Live Oak Bank
NC
Nathan Collins
Raymond James
AG
Anthony Galbo
Farkouh Furman and Faccio
KM
Kevin Magee
Farkouh Furman & Faccio