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  • Exit Planning Exchange
Exit Planning Exchange
Nov
20

XPX Philadelphia - Exit Stage Right: The Artful Dance of Transitioning Your Business

Details

Date & Time

Wed, Nov 20th, 2024 ⋅ 7:45am - 9:15am (EDT)

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

24 people attended
TP
Joseph Armstrong of Offit Kurman is a member of XPX Philadelphia
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Max McCauley of Offit Kurman, P.A. is a member of XPX Philadelphia
+19

Transition Planning and Case Study Wrap-Up.


Our Speaker:


Susan Rosner

Managing Partner
Caldor Associates

Susan, Managing Partner at Calder Associates, brings over 35 years of M&A and strategic advisory experience in the middle market. With over $600 million in transactions, she has guided business owners through key decisions and transitions. Combining Calder's proprietary process with her deep understanding of both the financial and human aspects of deals, Susan expertly navigates clients through the exhilarating, sometimes nerve-wracking, and always transformative journey of buying, selling, or recapitalizing a business.

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.
TP
Theodore Passyn
BNY Mellon
Joseph Armstrong of Offit Kurman is a member of XPX Philadelphia
Joseph Armstrong
Offit Kurman
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
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
ERA Group
Max McCauley of Offit Kurman, P.A. is a member of XPX Philadelphia
Max McCauley
Offit Kurman, P.A.
CF
Curtis Farrow
Centri Business Consulting
Andrew Flogel of Northern Trust is a member of XPX Philadelphia
Andrew Flogel
Northern Trust
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
DF
Danielle Friedman
Offit Kurman, P.A.
Orlando Rivera of ASPIRA Business Brokers & Advisors is a member of XPX Philadelphia
Orlando Rivera
ASPIRA Business Brokers & Advisors
Mark Standring of Wells Fargo Advisors Financial Network is a member of XPX Philadelphia
Mark Standring
Wells Fargo Advisors Financial Network
Michael Karwic of Glenayr Family Advisors is a member of XPX Philadelphia
Michael Karwic
Glenayr Family Advisors
Charles Higgins of Centri Business Consulting, LLC is a member of XPX Philadelphia
Charles Higgins
Centri Business Consulting, LLC
MC
Matthew Carrozza
BNY Mellon Wealth Management
Joseph Mayernick of HQ Exec is a member of XPX Philadelphia
Joseph Mayernick
HQ Exec
EM
Emidio Mariani
Insperity
JB
Jim Butler
Marcum Wealth
Bryan McGrath of BNY Mellon Wealth Management is a member of XPX Philadelphia
Bryan McGrath
BNY Mellon Wealth Management
AH
Adam Haft
Klehr Harrison Harvey Branzburg
Stephen Target of Newton One Advisors is a member of XPX Philadelphia
Stephen Target
Newton One Advisors
RK
Rachel Kieser
Armanino Advisory LLC
William Cornelius of M&T Bank is a member of XPX Philadelphia
William Cornelius
M&T Bank
SR
Schuyler Rooke
Mid-Atlantic Partners