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  • Exit Planning Exchange
Exit Planning Exchange
Jul
11

XPX DC Metro - Simply Complex, A Case Study: Does the Machine Run Well – Operational Due Diligence

Details

Date & Time

Thu, Jul 11th, 2024 ⋅ 7:30am - 9:30am (EDT)

Location

Tower Club 8000 Towers Crescent Dr Suite 1700 Vienna, VA

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

22 people attended
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
SG
SH
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
+17

Kison Patel, Founder of Dealroom says that Operational Due Diligence may be the most forward-looking kind of due diligence that exists. Over the past few months we’ve been helping John and Mary examine their exit options and have discussed Readiness to Sell, Financial Due Diligence, and the Management Team. An excellent management team still requires sound operations to ensure that financial goals are met in the future. This month we’re going to take a look “under the hood” to see how Simply Complex really runs – is it a Ferrari or an old Corolla? Please join us in this sixth session of our case study!


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.
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
SG
Stephanie Gumm
Horizon Advisory Group
SH
Sara Hartary
Quantive
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
AB
Andrew Borkoski
M&T Bank
CL
Cherylyn Lebon
Womble Bond Dickinson (US) LLP
Ted Smith of Next Capital Management is a member of XPX DC Metro
Ted Smith
Next Capital Management
PK
Paul Khazansky
Reliant Path
Daya Naef of The Success Partner is a member of XPX DC Metro
Daya Naef
The Success Partner
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Abby Bensimhon
Employee Benefit Research Institute
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial Group
Michael Metz of TRUIST (Formerly SunTrust/BB&T) is a member of XPX DC Metro
Michael Metz
TRUIST (Formerly SunTrust/BB&T)
Ron Moore of Schooley Mitchell is a member of XPX DC Metro
Ron Moore
Schooley Mitchell
CG
Charlie Goodrich
Goodrich & Associates, LLC
BS
Bonnie Sewell
Dakota Wealth Management
AQ
Anabel Quintero
MV Financial
Akila Narayanan of Cortland Valuation is a member of XPX DC Metro
Akila Narayanan
Cortland Valuation Group, Inc.
AS
Andrew Stoll
Increase Experts
Liam Mulcahy of BNY Mellon Wealth Management is a member of XPX DC Metro
Liam Mulcahy
Raymond James
AW
Audrey Wallace