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  • Exit Planning Exchange
Exit Planning Exchange
Sep
18

XPX Philadelphia - Business Valuation

Details

Date & Time

Wed, Sep 18th, 2024 ⋅ 7:45am - 9:15am (EST)

Location

Offices of Offit Kurman Ten Penn Center 1801 Market Street, Suite 2300 Philadelphia, PA 19103

Tickets

Non-members
$75.00
Non-Members Same Day/Walk-In
$85.00
Philadelphia Sponsor
$0.00
XPX Chapter Network Member
$55.00
XPX Chapter Network Member Walk-In/Same Day Fee
$65.00
XPX Philadelphia Members
$0.00
Guests

Registrants

35 people attended
MK
JC
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
BM
Diane DeCesare of Armanino LLP is a member of XPX Philadelphia
+30
Value Unlocked: Mastering Add-Backs and Decoding SDE vs. EBITDA in Business Valuation.


Our Speakers:


Jerry Cullins
Partner & Valuation National Practice Leader
Centri Business Consulting

Mr. Cullins has over twenty years of experience in the financial valuation industry. He has conducted valuations of the securities and intangible assets of public and private corporations under ASC 820, 805, 350 and 718 for various purposes including acquisition/divestiture, fairness opinions, reorganizations, solvency opinions, estate planning, and regulatory compliance. He has prepared valuations of business enterprises, capital stock and stock options for purposes such as mergers and acquisitions and S-Corporation conversions. Specialties: Purchase Price Allocation, Goodwill Impairment Testing, Fair Value Accounting, Business Valuation, Intangible Asset Valuation and Derivative Valuation.


Matt Kardish

Manager &Practice Leader
Transaction Advisory Services (TAS)
Stephano Slack, LLC

Matt is both a CPA and CEPA (Certified Exit Planning Advisor) with over 8 years of professional services experience, with the prior 3 years in transaction advisory services.

He has worked on more than 25 due diligence projects including sell-side projects and add-ons for buy-side transactions, with transaction values ranging from $1 million to $130 million. Matt started his accounting career in the audit and attestation group at Stephano Slack in 2015 and has a wealth of experience serving companies in the lower middle market, with an industry focus on manufacturing and distribution, construction services, and professional services.


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!

XPX Chapter Network Members: $55.00
XPX Chapter Network Members Walk-In/Same Day Fee: $65.00

Non-members: $75.00
Same Day/Walk-In: $85.00

Coffee and bagels will be provided.


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:



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Guests
Registrant lists may take up to 24 hours to update on Events pages.
MK
Matt Kardish
Offit Kurman
JC
Jerry Cullins
Centri Consulting
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Martin Abo
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC
BM
Bryan McGrath
BNY Mellon
Diane DeCesare of Armanino LLP is a member of XPX Philadelphia
Diane Decesare
Armanino LLP
Matt Kardish of Stephano Slack LLC is a member of XPX Philadelphia
Matt Kardish
Stephano Slack LLC
AR
Andrew Rutner
Creative Financial Group
AH
Adam Haft
Klehr Harrison Harvey Branzburg
KM
Katherine Medlock
1315 Capital
IS
Izzy Schaefer
Mufson Howe Hunter
AL
Ally Lamson
Gallagher
EM
Eric Moore
JP Morgan
WY
Wesley Yerkes
Univest Bank
RR
Rob Radzinski
Stephano Slack
GW
Gary Waxman
Stephano Slack
JB
Jim Butler
Marcum Wealth
DF
Danielle Friedman
Offit Kurman, P.A.
Joseph Armstrong of Offit Kurman is a member of XPX Philadelphia
Joseph Armstrong
Offit Kurman
Max McCauley of Offit Kurman, P.A. is a member of XPX Philadelphia
Max McCauley
Offit Kurman, P.A.
TH
Tom Hyland
Brown Brothers Harriman
PG
Patrick Gleeton
Brown Brothers Harriman
LK
Liz Kinkler
JP Morgan Chase
BH
Bob Hart
JP Morgan Private Bank
TD
Tyler Dornbusch
M&T Bank
RC
Ryan Corcoran
Grassi Advisors
JM
James McKay
CFO Consulting Partners
PG
Patty Graver
Third Arch Investments
KR
Kevin Raffery
BNY Mellon
SZ
Scott Zadina
HR
Huldah Anderson Robertson
Glenmede
WC
William Cornelius
M&T Bank
Marci Caudle of Tagro Solutions is a member of XPX Philadelphia
Marci Caudle
Tagro Solutions
MR
Mary-Noelle Rasi
Glenmede Trust Company NA
Mark Standring of Wells Fargo Advisors Financial Network is a member of XPX Philadelphia
Mark Standring
Wells Fargo
GA
Gloria Andela
Baltimore Washington Business Brokerage LLC