XPX Philadelphia - Spring into Action: Planting Seeds of Success in People Planning

HR Issues- key people, when to tell them about the sale, requirement to sign non competes, employee retention after the sale, reporting benefits not reported.

Our Speakers:

Diane DeCesare:

A mergers and acquisitions expert, Diane is a tax and consulting partner at Armanino with an extensive background in business, accounting, and financial planning. She puts her wide range of skills to work for S-corporations, partnerships, and individuals. Diane has provided cash flow, tax planning, and financial review of documents for transactions.

Frank Spezzano:

As a financial concierge, Frank Spezzano provides and implements personalized strategies and tactics to enhance all aspects of an entrepreneur’s business and personal concerns, including but not limited to:

• Succession and Exit Strategies
• Merger and Acquisition Analysis and Implementation
• Compensation Strategies for Owners and Executives
• Tax, Financial, Retirement and Estate Planning

Andrew Apfelbaum:

Andrew Apfelbaum is a Director at Mufson Howe Hunter & Company, specializing in the Business Services sector. Mr. Apfelbaum primarily advises his clients on recapitalizations and merger & acquisition transactions.

Prior to joining the firm, Mr. Apfelbaum was a Director at PwC where he specialized in the audits of SEC-registered investment companies and private equity funds, with a focus on private company valuations.

Mr. Apfelbaum received his B.S. in Accounting and a Minor in Spanish from Pennsylvania State University. He is both a Certified Public Accountant and a CFA charter holder.

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

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 event host sponsor: