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  • Exit Planning Exchange
Exit Planning Exchange
Feb
08

XPX DC Metro: Case Study: Is the Business Ready for Sale?

Details

Date & Time

Thu, Feb 8th, 2024 ⋅ 7:30am - 9:30am (EDT)

Location

Bethesda Country Club 7601 Bradley Blvd, Bethesda, MD 20817

Tickets

DC Metro Members
$35.00
DC Metro Members Same Day/Walk-In Fee
$45.00
DC Metro Sponsors
$0.00
Non-Members
$60.00
Non-Members Same Day/Walk-In Fee
$70.00
Other XPX Chapter Members
$45.00
Other XPX Chapter Members Same Day/Walk-In Fee
$55.00
Guests

Registrants

40 people attended
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
MW
MZ
PK
Andy Schuman of Insperity is a member of XPX DC Metro
+35

This month we will continue to build the Exit Planning case for Simply Complex. In January we kicked off the case study with John and Mary with an “initial meeting”. (Below is a synopsis of the conversation we had and the issues that were raised).

This month, we want to assess whether the business is ready for sale. As we know, healthy businesses sell and there are numerous ‘basic” value drivers that we can assess to determine the sellability of Simply Complex.

Planned Discussion Topics will be:

  • Financial readiness
  • Operational readiness
  • Quality of the Management Team
  • Quality of Revenue
  • And More……..

We’ll have a brief intro, more data on the case, and then break into discussion to share knowledge! We look forward to seeing you!

 Click here to read the synopsis of last month's discussion.



AGENDA: 

7:30am to 8:15am (EDT) - Networking
8:15am to 8:25am (EDT) - Announcements
8:25am to 9:30am (EDT) - Programming

XPX DC Members in good standing – $35.00 so join Today!
XPX DC Members Same Day/Walk-in Fee - $45.00

Other XPX Chapter Members – $45.00
Other XPX Chapter Members Same Day/Walk-in Fee - $55.00

Non-Members – $60.00
Non-Members Same Day/Walk-in Fee – $65.00

Full breakfast is included.

BRING A FIRST-TIME GUEST TO XPX!

XPX DC 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.  

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
Robert Cohen
Cohen CPA Strategies, LLC
MW
Matt Whitaker
Quantive Financial Advisors
MZ
Mario Zumbo
Preserve Private Wealth
PK
Paul Khazansky
Cascade Capital
Andy Schuman of Insperity is a member of XPX DC Metro
Andy Schuman
Insperity
AA
Abimbola Audena
MBA Growth Partners
Kris Kornemann of Financial Advantage Associates is a member of XPX DC Metro
Kris Kornemann
Financial Advantage Associates
Herb Ezrin of Potomac Business Group is a member of XPX DC Metro
Herb Ezrin
Potomac Business Group
Michael Metz of FNB is a member of XPX DC Metro
Michael Metz
TRUIST (Formerly SunTrust/BB&T)
HM
Humphry Madge
M&T Bank
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
FF
Fred Fanucci
Citrin Cooperman
Kwesi Robotham of Kingstowne Advisors, LLC is a member of XPX DC Metro
Kwesi Robotham
Kingstowne Advisors, LLC
CK
C.j. Kemp
Truist
EG
Evan Gottfried
CohnReznick LLP
Todd Feldman of Merit Financial Advisors is a member of XPX DC Metro
Todd Feldman
OBSIDIAN PLANNING SOLUTIONS
RC
Richard Chisholm
WardChisholm, LLP
AQ
Anabel Quintero
MV Financial
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial Group
CG
Charlie Goodrich
Goodrich & Associates, LLC
Ron Moore of Schooley Mitchell is a member of XPX DC Metro
Ron Moore
Schooley Mitchell
PS
Peter Schwartz
Vistage Worldwide
AG
Alex Goss
Live Oak Bank
Edward Tuvin of Atlantic Union Bank is a member of XPX DC Metro
Edward Tuvin
Atlantic Union Bank
Karen Shapiro of Stein Sperling Bennett De Jong Driscoll PC is a member of XPX DC Metro
Karen Shapiro
Stein Sperling Bennett De Jong Driscoll PC
SR
Steven Rinaldi
Steven D. Rinaldi, P.C.
JB
Jonathan Bjoring
Truist
AB
Andrew Borkoski
M&T Bank
Rich Volin of Volin Employment Law, PLLC is a member of XPX DC Metro
Rich Volin
Volin Employment Law, PLLC
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Abby Bensimhon
Employee Benefit Research Institute
JL
Jon Ladewig
Deep Water Point and Associates
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Stuart Sorkin
The Business and Legal Advisors, LLC
Robert (Bob) Webb of Miles & Stockbridge, P.C. is a member of XPX DC Metro
Robert (bob) Webb
Miles & Stockbridge, P.C.
Matthew Haskin of Bregman, Berbert, Schwartz & Gilday, LLC is a member of XPX DC Metro
Matthew Haskin
Bregman, Berbert, Schwartz & Gilday, LLC
Akila Narayanan of Cortland Valuation is a member of XPX DC Metro
Akila Narayanan
Cortland Valuation Group, Inc.
EM
Eddie Moriarty
Fvlcrum Funds
SC
Steve Coppinger
Republic Capital Access
HD
Hector Del Castillo
Byond
JT
John Teel
Supporting Strategies