XPX Philadelphia - Letters of Intent

Let's Make a Deal: The Art of Crafting Letters of Intent.

Our Speakers:

Charles “Max” McCauley III
Principal
Business Law and Transaction Practice Group
Offit Kurman

Charles (“Max”) A. McCauley III is regarded as his clients’ outside general counsel.  On a daily basis, he provides legal advice and business advice and assists his clients in making complex business decisions as a valuable member of their team. His extensive business, corporate, tax, employment, real estate, and litigation experience assists clients in achieving their objectives. Clients rely on Max to use litigation as a key resource to achieve their business objectives, as and when needed. This blend of experience uniquely qualifies Max to provide steadfast counsel to businesses on all legal issues they face.

Fred Kaplan
Certified M&A Professional
Stony Hill Advisors

Fred Kaplan brokers buy-side and sell-side M&A transactions, performs valuations, and coaches owners on Endgame Value Planning.

Fred joined Stony Hill Advisors in 2020 after seven years as a Director with Mazars USA, the US member of an international CPA firm providing accounting, tax, and consulting services. He is a former middle-market CFO and fractional CFO, representing clients from emerging entrepreneurial companies to mature multi-location businesses.

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

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.

Thank you to our event host sponsor: