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  • Exit Planning Exchange
Exit Planning Exchange
Feb
14

XPX Philadelphia - The Super Bowl of Accounting: Tackling the Plays of Cash vs. Accrual (a/k/a whipping financials into shape)

Details

Date & Time

Wed, Feb 14th, 2024 ⋅ 7:45am - 9:15am (EST)

Location

Bank of America Private Bank - 4 Penn Center, 11th Floor Rittenhouse Room Philadelphia, PA

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

14 people attended
Jerry Gauthier of Live Oak Bank is a member of XPX Philadelphia
Steve Economou of Grassi & Co, is a member of XPX Philadelphia
AF
TP
Stephen Target of Newton One Advisors is a member of XPX Philadelphia
+9

M&A transaction case study.


Our Speakers:


Maxwell Heller

Managing Director | M&A Advisory Practice Leader 
Centri Business Consulting, LLC


Tori Jancovic

Partner
Audit Support & Readiness Practice Leader
Centri Business Consulting, LLC


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 this month!


Bank of America Private Bank

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Jerry Gauthier of Live Oak Bank is a member of XPX Philadelphia
Jerry Gauthier
Live Oak Bank
Steve Economou of Grassi & Co, is a member of XPX Philadelphia
Steve Economou
Grassi Advisors
AF
Andrew Flogel
JP Morgan Private Bank
TP
Theodore Passyn
BNY Mellon
Stephen Target of Newton One Advisors is a member of XPX Philadelphia
Stephen Target
Newton One Advisors
TJ
Tori Jancovic
Centri Business Consulting, LLC
Max Heller of Centri Business Consulting, LLC is a member of XPX Philadelphia
Maxwell Heller
Centri Business Consulting, LLC
Gary O'Brien of Stony Hill Advisors is a member of XPX Philadelphia
Gary O'Brien
Stony Hill Advisors
TB
Tommy Bennett
A. Neumann & Associates
William Meagher of Bank of America Private Bank is a member of XPX Philadelphia
William Meagher
Bank of America Private Bank
WC
William Cornelius
M&T Bank
CF
Curtis Farrow
Centri Consulting
RR
Robert Reisley
Evergreen Capital Advisors
JS
John Schrumpf
Withum