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  • Exit Planning Exchange
Exit Planning Exchange
Mar
28

XPX Philadelphia Bucks & Montgomery County Meeting - March Madness: Drills for a No-Surprise Slam Dunk in Legal Due Diligence

Details

Date & Time

Thu, Mar 28th, 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

24 people attended
David DeMuth of CFO Consulting Partners, LLC is a member of XPX Philadelphia
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
PA
Kim Arnold of WSFS Bank is a member of XPX Philadelphia
+19

Join us as we continue our case study and delve into some of the legal issues that can come up with sale of a fast-growing company that didn’t always take the time to dot the I’s and cross the T’s. We’ll discuss non-competes, product warranties, NDAs, material contracts, and other topics.

Our Speakers:


Joanne M. Murray, Esq.

Attorney
Antheil Maslow & MacMinn, LLP

Joanne M. Murray is a Partner in the Business and Finance Practice Group of Antheil Maslow and MacMinn, a law firm based in Bucks County, Pennsylvania, where she 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.



Christopher D. Wagner, Esq.

Attorney
Antheil Maslow & MacMinn, LLP

Christopher D. Wagner is an Associate in the Business and Finance Practice Group of Antheil Maslow and MacMinn, a law firm based in Bucks County, Pennsylvania. Chris is seasoned corporate attorney with business and financial acumen stemming from over a decade of accounting training and experiences who provides efficient legal solutions to privately owned, emerging growth, and middle market companies and entrepreneurs. Chris is a trusted advisor known for utilizing an analytical and comprehensive creative problem-solving approach to legal and business issues. Chris counsel clients on a variety of general corporate matters, ownership exit strategies, various contract negotiations, and acquisitions and dispositions, including real estate matters and commercial leasing.


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 bagels & 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.
David DeMuth of CFO Consulting Partners, LLC is a member of XPX Philadelphia
David Demuth
CFO Consulting Partners LLC
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
Marcum LLP
PA
Paul Avery
Meridian Bank
Kim Arnold of WSFS Bank is a member of XPX Philadelphia
Kimberly Arnold
Meridian Bank
Joanne Murray of Antheil Maslow & MacMinn, LLP is a member of XPX Philadelphia
Joanne Murray
Antheil Maslow & MacMinn, LLP
DB
Doug Bloom
DAB VENTURES, INC.
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Expense Reduction Analysts
Cynthia Bergvall of Bee, Bergvall & Co is a member of XPX Philadelphia
Cynthia Bergvall
Bee Bergvall & Co
TF
Timothy Filewicz
Lockton Companies
Matt Kardish of Stephano Slack LLC is a member of XPX Philadelphia
Matt Kardish
Stephano Slack LLC
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
BA
Bob Arnold
SeatonHill Partners
TE
Terry Ellis
StrateZone, Inc.
CW
Christopher Wagner
Antheil Maslow & MacMinn, LLP
Richard Dickerson of Independent is a member of XPX Philadelphia
Richard Dickerson
Independent
Steve Economou of Grassi & Co, is a member of XPX Philadelphia
Steve Economou
Grassi & Co,
BM
Bryan McGrath
BNY Mellon
AF
Andrew Flogel
JP Morgan Private Bank
DR
Dave Reeve
BNY Mellon
PG
Phil Goodwin
PNC Bank
Mark Lund of UpLift Profits is a member of XPX New Jersey
Mark Lund
UpLift Profits
LV
Liz Vibber
Bee Bergvall & Co
Stephen Target of Newton One Advisors is a member of XPX Philadelphia
Stephen Target
Newton One Advisors