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  • Exit Planning Exchange
Exit Planning Exchange
Jan
25

XPX Philadelphia Bucks & Montgomery County Meeting: Profitable Chaos - Selling a Wildly Successful Mess of a Business

Details

Date & Time

Thu, Jan 25th, 2024 ⋅ 7:45am - 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
$75.00
Non-Members Same Day/Walk-In
$85.00
Other XPX Chapter Members
$55.00
Other XPX Chapter Members Walk-In/Same Day Fee
$65.00
Philadelphia Sponsor
$0.00
XPX Philadelphia Members
$0.00
Guests

Registrants

15 people attended
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Joanne Murray of Antheil Maslow & MacMinn, LLP is a member of XPX Philadelphia
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Bryan McGrath of BNY Mellon Wealth Management is a member of XPX Philadelphia
+10

Throughout 2024, we will travel the M&A journey of a local entrepreneur from the decision to sell through to post-closing transition. In January, we will outline the litany of challenges faced in selling a successful but unprepared business.

Our Speakers:


Susan Rosner

Managing Partner
Caldwell 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.



Joanne M. Murray, Esq.

Partner
Antheil Maslow & MacMinn, LLP

Joanne M. Murray is a Partner with Antheil Maslow and MacMinn, a law firm based in Bucks County, Pennsylvania, where she co-chairs the Firm’s Business and Finance group and is a member of the Firm’s Executive Committee. She 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, including the transition of the business to new ownership through the merger and acquisition process.


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!

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

Non-members: $75.00
Same Day/Walk-In: $85.00

Registration includes light breakfast & coffee.


MEMBER BENEFIT - 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.  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.


Thank you to our Venue Host: 
Antheil Maslow & MacMinn


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Expense Reduction Analysts
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
Joanne Murray of Antheil Maslow & MacMinn, LLP is a member of XPX Philadelphia
Joanne Murray
Antheil Maslow & MacMinn, LLP
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Karl Berger
Fractal Sales Solutions
Bryan McGrath of BNY Mellon Wealth Management is a member of XPX Philadelphia
Bryan McGrath
BNY Mellon Wealth Management
Stephen Target of Newton One Advisors is a member of XPX Philadelphia
Stephen Target
Newton One Advisors
PA
Paul Avery
Meridian Bank
DB
Doug Bloom
DAB VENTURES, INC.
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
Marcum LLP
Kim Arnold of WSFS Bank is a member of XPX Philadelphia
Kimberly Arnold
Meridian Bank
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan
Withum
AF
Andrew Flogel
JP Morgan Private Bank
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
TE
Terry Ellis
StrateZone, Inc.
RL
Robert B Logan
Logan Financial Services Corp