XPX Long Island - Case Study: "We want to Sell"

This will be a panel discussion covering:

1. Financial Optimization

• Preparing to Sell
• Valuation, Profitability, Cash Flow

2. Hiring Advisors

• M&A Consultants
• Investment Bankers

3. LOI (Letter of Intent)

• Outline of the Deal
• Conditions
• Due Diligence

4. Transaction Candence

• Timing for stages and negotiations
• Identifying readiness to proceed

Click here read the case study in preparation for our meeting.

Click here to view the agenda for the 2024-2025 Case Study programs.

Our Speakers:

Jeffrey Berkman
Partner
Falcon Rappaport & Berkman LLP

Jill Braunstein, Esq.
Partner & Co-Chair, Corporate and Securities Law Practice Group
Abrams Fensterman LLP

Ram Capoor
Partner
Axion Alpha Advisors

Gary B Kane
Managing Director
Corporate Fuel

Richard Strautman
Chief Product Officer
Stony Hill Advisors Inc.

Registration Fees:

Long Island & Tri-State Members in good standing are free. Join our membership today!

Non-Members Early Bird (through 9/29) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee - $100

 XPX Chapter Network Members Early Bird (through 9/29) – $55.00
 XPX Chapter Network Members Regular Fee - $75.00
 XPX Chapter Network Members Same Day/Walk-in Fee – $85.00

Includes breakfast and beverages.

BRING A FIRST TIME GUEST TO XPX!

First Time Guest:  Complimentary pass for potential members to a first XPX event.  Member referral is required. Member (not guest) must email angie@exitplanningexchange.com to register a FIRST TIME 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.