XPX Philadelphia Bucks & Montgomery- County Meeting Let’s Make a Deal: The Art of Crafting Letters of Intent

Balancing the need to set expectations with the risk of boxing out options as negotiations move forward.

Our Speakers:

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.

Joanne M. Murray, Esq., Partner
Business & Finance Practice Group
Antheil Maslow & MacMinn, LLP

Joanne M. Murray is a Partner in the Business and Finance Practice Group of Antheil Maslow and MacMinn, a law firm based in Bucks County, Pennsylvania, where she is a member of the Firm’s Executive Committee. She serves as an experienced and insightful counselor to business owners as they face the financial, legal, and operational challenges that are an inevitable part of the life cycle of a business, including the transition of the business to new ownership through the merger and acquisition process.

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 Venue Host: 

Antheil Maslow & MacMinn