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  • Exit Planning Exchange
Exit Planning Exchange
Jun
13

XPX DC Metro - Simply Complex, A Case Study: Can the Management Team Run the Company

Details

Date & Time

Thu, Jun 13th, 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
XPX Network
$45.00
XPX Network Same Day/Walk-In Fee
$55.00
Guests

Registrants

27 people attended
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
Andy Schuman of Insperity is a member of XPX DC Metro
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Michael Metz of FNB is a member of XPX DC Metro
AB
+22

One of the most critical elements of any exit is a high-functioning management team. Since John and Mary are considering an insider sale, their surety of being paid the full value of the sale is dependent on the capability of the team that will run the company once they are gone. In our case study, we have conducted four sessions with John and Mary, the principals of Simply Complex. This month we’re going to help John and Mary assess their management team and identify strengths and weaknesses of that team. Join us in this fifth session of our case study and bring your expertise to this critical exit planning discussion.


AGENDA: 

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

REGISTRATION FEES:

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
Andy Schuman of Insperity is a member of XPX DC Metro
Andy Schuman
Insperity
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Stuart Sorkin
The Business and Legal Advisors, LLC
Michael Metz of FNB is a member of XPX DC Metro
Michael Metz
TRUIST (Formerly SunTrust/BB&T)
AB
Andrew Borkoski
M&T Bank
AG
Andrew Gary
Wolf Group Capital Advisors
PK
Paul Khazansky
Cascade Capital
MW
Matt Whitaker
Quantive Financial Advisors
HM
Humphry Madge
M&T Bank
Sarah Cato of Financial Growth Partners is a member of XPX DC Metro
Sarah Cato
Financial Growth Partners
LG
Leks Gerlak
City National Rochdale
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
HH
Holden Hershey
RBC
BD
Bruno de Faria
M&T Bank
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
Liam Mulcahy of BNY Mellon Wealth Management is a member of XPX DC Metro
Liam Mulcahy
Raymond James
Kris Kornemann of Financial Advantage Associates is a member of XPX DC Metro
Kris Kornemann
Financial Advantage Associates
Ron Moore of Schooley Mitchell is a member of XPX DC Metro
Ron Moore
Schooley Mitchell
SG
Sarah Goelitz
Sarah Goelitz Consulting
Sharon Heaton of SBLiftoff is a member of XPX DC Metro
Sharon Heaton
SBLiftoff
BS
Bonnie Sewell
Dakota Wealth Management
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Abby Bensimhon
Employee Benefit Research Institute
EG
Evan Gottfried
CohnReznick LLP
Todd Feldman of Merit Financial Advisors is a member of XPX DC Metro
Todd Feldman
OBSIDIAN PLANNING SOLUTIONS
AQ
Anabel Quintero
MV Financial
PH
Patrick Harney
JP Morgan
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