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  • Exit Planning Exchange
Exit Planning Exchange
Apr
11

XPX DC Metro - Simply Complex, A Case Study: Financial Due Diligence/ Value

Details

Date & Time

Thu, Apr 11th, 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

25 people attended
SR
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
BS
AQ
Andy Schuman of Insperity is a member of XPX DC Metro
+20

We have conducted three sessions with John and Mary, the principals of Simply Complex. This month we are going to dive deep into the financial health of the company. As we all know, a buyer buys the future. The financial health of a company is foundational to any sale, whether insider sale, ESOP, or third party. And while current cash flow is critical, there are many factors that drive value and need to be assessed during financial due diligence. Join us in this fourth session of our case study and share your insights on what makes a financially healthy company!

We look forward to seeing you!

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


AGENDA: 

7:30 -8:15 Networking
8:15- 9:30 Program /Admin


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.
SR
Steven Rinaldi
Steven D. Rinaldi, P.C.
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
BS
Bonnie Sewell
Dakota Wealth Management
AQ
Anabel Quintero
MV Financial
Andy Schuman of Insperity is a member of XPX DC Metro
Andy Schuman
Insperity
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial Group
Ron Moore of Schooley Mitchell is a member of XPX DC Metro
Ron Moore
Schooley Mitchell
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
Ted Smith of Next Capital Management is a member of XPX DC Metro
Ted Smith
Next Capital Management
SG
Stephanie Gumm
Horizon Advisory Group
AB
Andrew Borkoski
M&T Bank
Herb Ezrin of Potomac Business Group is a member of XPX DC Metro
Herb Ezrin
Potomac Business Group
Edward Bortnick of skmb,p.a.(Cpa's & Business Valuators) is a member of XPX DC Metro
Edward Bortnick
skmb,p.a.(Cpa's & Business Valuators)
Jeffrey Gregorio of Merrill Lynch is a member of XPX DC Metro
Jeffrey Gregorio
Merrill Lynch
PK
Paul Khazansky
Cascade Capital
Michael Metz of TRUIST (Formerly SunTrust/BB&T) is a member of XPX DC Metro
Michael Metz
TRUIST (Formerly SunTrust/BB&T)
DG
David Gaynor
Marshall & Stevens Incorporated
PH
Patrick Harney
JP Morgan
CG
Charlie Goodrich
Goodrich & Associates, LLC
Todd Feldman of OBSIDIAN PLANNING SOLUTIONS is a member of XPX DC Metro
Todd Feldman
OBSIDIAN PLANNING SOLUTIONS
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Abby Bensimhon
Employee Benefit Research Institute
MW
Matt Whitaker
Quantive Financial Advisors
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
Robert Cohen
Cohen CPA Strategies, LLC
Matthew Haskin of Bregman, Berbert, Schwartz & Gilday, LLC is a member of XPX DC Metro
Matthew Haskin
Bregman, Berbert, Schwartz & Gilday, LLC
Rich Volin of Volin Employment Law, PLLC is a member of XPX DC Metro
Rich Volin
Volin Employment Law, PLLC